Salha Mekki

Personal Banker

• Job Details:Build and nurture strong relationships with customers to understand their financial goals and needs. Provide personalized financial advice and solutions to clients, tailoring recommendations based on their individual circumstances. Conduct in-depth financial consultations with customers to assess their current financial situations and offer appropriate banking products and services. Assist clients in opening new accounts, including savings, checking, and investment accounts, ensuring all required documentation is completed accurately. Collaborate with customers to develop comprehensive financial plans that encompass budgeting, saving, investing, and debt management. Manage and grow a portfolio of client accounts, regularly reviewing and adjusting financial strategies as needed. Conduct regular account reviews with clients to monitor progress toward financial goals and recommend adjustments as necessary.