Retail Banker job description

Job description of a Retail Banker

Retail Bankers, simply known as Bankers interact with clients on a daily basis by assisting with services such as authorizing loans and overdraft facilities, setting up saving accounts and bonds, and assisting in the movement of money via payment mechanisms. They also counsel clients on banking products and services.

This Retail Banker job description example includes the list of most important Retail Banker duties and responsibilities as shown below. It can be modified to fit the specific Retail Banker profile you're trying to fill as a recruiter or job seeker.

Retail Banker Duties and Responsibilities

Retail Banker job description should contain a variety of functions and roles including:

Signing on new clients and helping them through the onboarding process.
Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
Processing deposits, payments, and withdrawals.
Presenting and cross-selling banking services and products to existing and prospective clients.
Collaborating with other banking professionals to ensure high-quality client service.
Resolving client queries and complaints.
Authorizing and evaluating overdrafts and loans.
Handling other transactions, such as writing cashier checks or money orders, when necessary.
Recommending and explaining banking services and products to clients based on their needs.
Performing administrative and clerical duties, such as data entry and filing, when necessary.

Retail Banker Requirements / Skills / Qualifications

Retail Banker job description should include these common skills and qualifications:

Bachelor’s degree in finance, business administration, or a related field.
Sales or customer service experience preferred.
Working knowledge of retail banking practices, rules, and regulations.
Detailed understanding of banking services and products.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.
Superb numerical skills.
Multi-tasking and time-management skills, with the ability to prioritize tasks.
Excellent communication, sales, and negotiation skills.

As a hiring manager, recruiting an ideal Retail Banker starts with crafting a good job description. Use this Retail Banker job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Retail Banker may also reference it in preparation for the interview.

Retail Banker Job Description

Job description of a Retail Banker

Retail Banker Duties and Responsibilities

Retail Banker Requirements / Skills / Qualifications

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