tailieunhanh - Lecture Retail and merchant banking – Lecture 26

Lecture 26 - Banker and customer. The role of a banker is one filled with multiple duties and responsibilities. There are different types of bankers and each one is unique in his own way. Some of these individuals work for large corporate conglomerates while others work for small town financial institutions. | Revise Lecture 26 Lecture 26 Banker and Customer Banker and Customer The Banker The role of a banker is one filled with multiple duties and responsibilities. There are different types of bankers and each one is unique in his own way. Some of these individuals work for large corporate conglomerates while others work for small town financial institutions. Banker and Customer The Banker Each banker has his own set agenda in his role as a banker. A banker is an individual (or an institution) who advises his clients with regard to financial matter. The duties concerning saving, loans, taxes, investment and securities are all within the job realm of a banker. Banker and Customer The Banker He will provide financial assistance to the client in accordance with their needs. Banker and Customer The Customer Banker and Customer The Customer In banking, a customer is someone who makes use of or receive the services of the bank. The word customer historically derives ‘custom’ meaning habbit, so a | Revise Lecture 26 Lecture 26 Banker and Customer Banker and Customer The Banker The role of a banker is one filled with multiple duties and responsibilities. There are different types of bankers and each one is unique in his own way. Some of these individuals work for large corporate conglomerates while others work for small town financial institutions. Banker and Customer The Banker Each banker has his own set agenda in his role as a banker. A banker is an individual (or an institution) who advises his clients with regard to financial matter. The duties concerning saving, loans, taxes, investment and securities are all within the job realm of a banker. Banker and Customer The Banker He will provide financial assistance to the client in accordance with their needs. Banker and Customer The Customer Banker and Customer The Customer In banking, a customer is someone who makes use of or receive the services of the bank. The word customer historically derives ‘custom’ meaning habbit, so a customer was someone who frequented a particular shop, who made it a habbit to purchase goods there Banker and Customer Duties of a Customer All banks carry out the customer’s instructions in a business-like manner. In return, the customer has special duties of cooperation and other duties of care. A customer is bound to the following; Banker and Customer Duties of a Customer Communication of important information and changes. Unambiguous information in orders and instructions Care in transmission of particular orders Banker and Customer Duties of a Customer 4. Use of forms 5. Express notification of any special instruction 6. Notification of time limits and dates 7. Complaints to be made immediately 8. Checking of confirmation of the bank 9. Liability arising from neglect of duty Banker and Customer Banker’s obligation to protect customer secrecy Banker and Customer The obligation of a banker to observe secrecy relating to affairs of his customers is an implied term of the contract .

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