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Personal Banker - Financial Services Representative - High Net Worth clients

New York City, NY · Accounting/Finance
INTERMEDIA GROUP has been asked by our client to aid in filling the below listed requirement.
 
Job Title: Personal Banker (Financial Services Representative)
Location: Midtown Manhattan Location (MADISON AVENUE)
Type: This is a full time staff position located in a key branch for this bank

- Duties & Responsibilities - 
The Personal Banker is responsible for providing quality customer service, cross-sell banking products and maintaining branch operations along with the Assistant Branch Manager.
 
- Position Description -
• Sales
  - Promote financial products.
  - Refer customers to Relationship Managers, Preferred Bankers, and Trust Officers to ensure the most effective cross-sell potential.
  - Establish and maintain professional relationships with customers to ensure repeat and referral business
  - Provide excellent customer service to current and potential customers
• Assistant Branch Manager Duties
  - Process customer transactions according to branch policies and procedures
  - Prepare and balance daily work, bank deposits, ATM and Night Depository
  - File and maintain bank records in compliance with branch policies and procedures
  - Provide assistance to other branches as needed
 
- Qualifications –
  • Banking and/or Sales experience
  • College Degree
 
- Applicants -
If you are interested in pursuing this opportunity, please respond back and include the following:
 
• Full MS WORD Resume
• Current and required compensation
• Current contact information
• Availability
 
Upon receipt, one of our managers will contact you to discuss the position in full detail.
Thomas Lau
​​​​​​​​​​​​​​Intermedia Group
​​​​​​​Thomas@intermediagroup.com  
Corporate Web Site: www.intermediagroup.com
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