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Bank Account Manager Duties

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    Meet with Prospective Customers

    • A bank account manager meets with prospective customers to discuss their banking needs and recommend types of accounts that would be appropriate. If a customer decides to open an account, the bank account manager works with him to set up the account.

    Answer Questions

    • If a customer has a question or a problem with an account, the account manager answers the question or attempts to resolve the problem. A bank account manager acts as a customer's point of contact in a bank branch.

    Sell New Products

    • Bank account managers often sell new banking products to existing customers. An account manager periodically reviews his client list and determines if they might benefit from additional services the bank offers. An account manager also refers his clients to other departments of the bank, such as the financial planning department or the mortgage department.

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