Retail Banker job description | Workable

This Retail Banker job description template is optimized for posting on online job boards or careers pages and easy to customize for your company.

Retail Banker Responsibilities include:

  • Assisting with deposit and savings accounts
  • Counseling customers on banking products and services
  • Generating new business by selling to prospective and existing clients

retail banker job description

Job brief

We are looking for a Retail Banker to assist our customers and advise them on their finances. You’ll be the face of our bank and we’ll depend on you to provide high-quality customer service.

In this role, you’ll need to communicate effectively to serve a variety of customers. Excellent people skills and patience are critical to this position. We also expect you to be confident, reliable and quick to resolve issues.

Responsibilities

  • Open and close checking and savings accounts
  • Advise customers on financial services (e.g. lines of credit and mortgages)
  • Cross-sell products and services
  • Approach and sign on new customers
  • Collaborate with other professionals to ensure high-quality customer service
  • Perform various clerical tasks (e.g. filing)
  • Handle customer complaints and solve problems

Requirements

  • Proven experience as a retail banker or similar role; sales or customer service experience is a plus
  • Knowledge of retail banking rules and procedures
  • Working knowledge of banking software and MS Office
  • Patience and problem-solving ability
  • Customer-oriented attitude
  • Outstanding communication skills
  • BSc/BA in Accounting, Business Administration or related field