Banking Consultant

Responsibilities:

• Recommending and explaining banking services and products to clients based on their needs.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Presenting and selling banking services and products to existing and prospective clients.
• Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
• Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
• Processing applications for credit cards, safe deposit boxes, and loan requests.
• Verifying bank account details upon client request.
• Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
• Resolving client queries and complaints.
• Performing administrative duties, such as data entry, as needed.