Personal Banker

We’re buying a personal banker to aid our customersÕ in managing their bank accounts and finances. You’ll lead to building long-term relationships with clientÕs and cross-selling them our products and services.

Personal bankers must certainly be excellent communicators with solid understanding of banking processes and products. Sales and customer support experience can assist you to succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.

Job Responsibilities:

  • Advise customersÕ on bank services due to their needs (e.g. loans and credit cards)
  • Manage customer bank accounts; open, close and oversee transactions
  • Resolve issues with banking services and accounts
  • Refer clientÕs to in-house financial experts, as needed
  • Reach out to potential customersÕ to generate new business
  • Present financial products and services to existing and prospective customersÕ
  • Perform administrative duties (e.g. entering data into banking software)

Candidate Requirements:

  • Proven experience as your own banker; experience in sales or customer support is really a plus
  • Understanding of personal banking practices and regulations
  • Familiarity with banking software; excellent use of MS Office
  • Ability to work diligently to meet up targets
  • Excellent communication and negotiation skills
  • Customer-oriented approach to handling problems
  • BSc/BA in Finance, Accounting or similar field preferred

Work Trial:

Mode: ( Video / Voice / In-Person)
Work trial period varies based on individual applications.
Further information will be provided once your application is assessed.

Company Details


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1000+ Employees
Afrikaans, Arabic, Chinese, English