Does it happen to you that you need to do something at the bank, but when you get there you have to stand in line? It can take several dozen minutes before your turn comes. If you’re a high-profile customer, your bank will probably offer you a personal banker. Some banks will even offer one to all their customers. Who is this personal advisor and what is he or she for?
Your personal banker is your contact person at the bank
A personal banker is a specific advisor who you can contact at any time to discuss everything related to banking products and operations. You can communicate with them over the phone, in person or by email, and in some cases you can even arrange to meet them at a location other than the bank.
What is the job of a personal banker?
- He will become your contact person at the bank.
- He will provide you with expert advice.
- It will enter into agreements with you on the use of banking products, or mediate the conclusion of such an agreement.
- It analyses your requirements and tries to identify new business opportunities.