Job Description

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JOB FUNCTION / SUMMARY:

A Personal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client’s o...

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