Banking Officer
2 weeks ago
Key Responsibilities:
As a Banking Officer at People Capacity Management, you will be responsible for signing on new clients and guiding them through the onboarding process. You will also manage client bank accounts, including opening and closing accounts, and oversee transactions. Additionally, you will process deposits, payments, and withdrawals while authorizing and evaluating overdrafts and loans.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- 6 years of experience in banking or financial services, with a proven track record in client relationship management.
- Sales or customer service experience preferred.
- Working knowledge of retail banking practices, rules, and regulations.
- Detailed understanding of banking services and products.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.
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Banking Officer
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