Role & responsibilities

- Assisting customers with opening and managing checking, savings, and investment accounts and providing guidance on financial products such as loans, credit cards, and certificates of deposit interviewguy.com+2.

- Offering personalized financial advice to help clients meet goals like buying a home, saving for college, or planning for retirement Wells Fargo.

- Processing banking transactions accurately and efficiently, including deposits, withdrawals, and loan applications interviewguy.com+1.

- Identifying potential clients and promoting banking products that align with their needs, contributing to branch revenue and sales targets interviewguy.com+1.

- Handling customer complaints and resolving issues in a timely manner to maintain satisfaction and trust interviewguy.com.

- Ensuring compliance with financial regulations,



including Anti-Money Laundering (AML) and Bank Secrecy Act procedures

Preferred candidate profile

- Robust interpersonal and customer service skills to build and maintain client relationships interviewguy.com+1.

- Analytical and decision-making abilities to assess financial needs and recommend appropriate products WallStreetMojo.

- Knowledge of banking products, services, and financial regulations interviewguy.com+1.

- Effective communication and presentation skills for explaining complex financial concepts clearly WallStreetMojo.

- A Bachelors degree in Finance, Business, or a related field is often preferred, with additional certifications beneficial for senior roles

📌 Walk-in || Personal Banker (Navi Mumbai)
🏢 Assort 1 Corp Services
📍 Navi Mumbai