A personal banker helps everyday customers manage their money open and close bank accounts recommend financial products process loan applications and resolve account issues they build longterm client relationships and act as the main face of retail banking Core Duties and Responsibilities Account Management Open update and close checking savings or certificate of deposit accounts Sales and Recommendations Cross sell financial products like credit cards personal loans and insurance Customer Support Answer questions fix account errors and handle client complaints Loan Processing Take loan and mortgage applications and gather required paperwork Referrals Send clients to specialists for advanced needs like investments or large mortgages Compliance Follow banking rules data privacy laws and antimoney laundering checks Essential Skills Communication Listen well and explain easy or complex banking terms clearly Sales Drive Meet branch goals by matching clients with useful products Organization Handle multiple customer requests and administrative data entry Problem Solving Stay calm and find quick solutions for upset clients

📌 Personal Banker (Bengaluru)
🏢 AIRMID WHOLENESS PRIVATE
📍 Bengaluru