Personal Accounts/Banking Officer in United States

at a Confidential Company

Banking / Financial Services
Banking / Finance / Insurance
Minimum Qualification
Bachelor's Degree
Required Experience
3 - 5 years
Employment Type
Full Time
Male or Female

Job Description

Job Summary:

The Incumbents would have to provide personal and customized service to the selected clients and help same with their specific banking needs.

Duties and responsibilities:

* The prime duty of the Incumbents is to advise and guide a client regarding his or her investment options.

* He or she has to help the clients according to the market changes in policies to generate more money for Client.

* He or she has to know technical details about the loans interest rates and mortgage options and then offer same to the customer.

* He or she has to project trends and to fast track the customer’s application.

* Incumbents have to be constantly upgraded and updated and be highly knowledgeable about all the different products and services the bank offers.

Skills and specifications

* The candidates should have thorough and deep knowledge of market such as to have money market rates at the tip of fingers.

* He or she has to solve Clients' queries and advise them in order for them to make correct decisions.

* He or she should have excellent interpersonal skills so must remain calm even in high-pressure situations and have the ability to communicate well and politely with the high profile customers.

* He or she should have good math skills and be quick with calculations.

* He or she should have the quality to be careful about customer confidentiality and needs to be honest.

Education and Qualifications:

* An HND or Bachelors Degree in Business Administration, Management, Marketing Commerce, Statistics and other related field.

* Any other HND or Bachelors Degree in other fields, but with a special Training or Experience in the Banking, Insurance or Finance Industry.

* Candidates should have good knowledge of technical matters of data entry and updating the database.
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