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business banker (licensed)

  • Teach courses or seminars on topics such as budgeting, managing personal finances, or financial literacy.
  • Coach branch members on executing potential sales using proven strategic methods. Analyze customer’s total debt service ratio (DSR) and loan-to-value ratio (LTV) in regards to applying for new and current loans, refinancing, and equity as well as other financial needs. 
  • Override and approve large transactions and accept cash shipments. 
  • Met and exceed quarterly sale and service goals as assigned by upper management. Work with clients to identify their financial goals and to find ways of reaching those goals. 
  • Analyze potential loan markets and develop referral networks to locate prospects for loans. 
  • Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries. 

business banker

  • Create and utilize various marketing techniques to capture new clients/business on a monthly basis.
  • To manage annual performance targets.
  • Prepare periodic analytical reports to facilitate
  • Handle customer complaints and take appropriate action to resolve them. the targeted objectives.

business banker

  • Specialized in business accounts, opening and suggesting products based on customers individual business need.
  • Trained tellers on customer service and identifying a product need for a customer.
  • Managed both business and personal accounts for my customers as well as managed their loans and investments.
  • Reached out to potential customers about products and services while maintaining a perfect customer service score each quarter while employed.

business banker

  • Relationship management, Client retention and portfolio growth
  • Lending Support and Risk management:  
  • Making decisions within general precedents and closely defined policies.
  • Problem solving: Analysing and interprets broad business and credit risk information and financial accounting information. 
  • Planning:  Establish, priorities and co-ordinate own task and actions plan to ensure that work is completed efficiently. 
  • Providing basic to complex Business Banking offerings. Driving transaction led- customer acquisition.
  • Customer experience: execute contact management strategy.  Interact with customers and conduct needs analysis.   

business banker/manager

  • Establish and maintain relationships with individual, business and corporate customers by providing them the maximum banking services.
  • Selling business and personal banking products within the region
  • Growth of existing portfolio of personal, SMEs and Corporate in the branch
  • Improve customer satisfaction and customer retention. 
  • Ensure compliance regarding money laundering prevention within Bank procedure and controls
  • Security documentation and perfection. 
  • Leadership Management to create motivated focused team