Requirements
Provide services as a personal banker. Assist people with assessing financial needs, managing relationships and retention, needs to have a friendly positive attitude. Account Services & Maintenance
Opening new checking, savings, and money-market accounts
Assisting with debit/ATM card issuance, mobile banking setup, and online bill pay
Processing routine transactions (deposits, withdrawals, transfers) and resolving account discrepancies
Financial Needs Assessment
Reviewing a client’s financial goals, income, credit history, and risk tolerance
Identifying which products (loans, credit cards, investments) best suit their situation
Explaining fees, interest rates, and account terms clearly
Preferences
Age
18
to
50
Gender
Female
