❖ I establish and develop a trusted relationship with Priority Banking customers to promote the 

bank’s products & services in view of customer needs.

❖ I provide Banking and financial advices on potential financial solutions based on customers' risk 

profile and identified financial requirements.

❖ I prepare, and review all required reports, DD/EDD/KYC forms to ensure that all transactions are 

adhered to the bank’s policies and procedures. 

❖ I provide account assistance to customers by phone, in person, and by mail

❖ I accept and process loan applications and conduct loan interviews

❖ I demonstrate proficiency with regard to policies, procedures, and products pertaining to customer 

transactions

❖ I am responsible for data entry, inputting branch goals and objectives and writing of reports using 

Microsoft Office.

❖I write contents with zero plagiarism.