Personal Banking Representative

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Personal Banking Representative acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Personal Banking Representative processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Personal Banking Representative requires a high school diploma. Typically reports to a supervisor. The Personal Banking Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Personal Banking Representative typically requires 1-3 years of related experience.