Also referred to as: Banking Services Customer Senior Representative, Customer Sales and Service Senior Representative
Requirements and Responsibilities

Personal Banking Senior 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 Senior 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 Senior Representative requires a high school diploma. Typically reports to a supervisor. The Personal Banking Senior Representative works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Personal Banking Senior Representative typically requires 3-5 years of related experience.

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