Job Description

Job Overview

We are seeking a skilled banking professional to meet with customers, process transactions accurately and achieve referral targets each month.

  • - Strong people skills
  • - Empathy

About the Role


This role is focused on delivering excellent customer service and driving sales growth through effective relationships with clients.


Main Responsibilities



  • Meet regularly with customers to discuss their financial needs and provide tailored solutions;

  • Process transactions accurately and efficiently;

  • Achieve monthly referral targets by building strong relationships with clients;
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