Retail Banker job description

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
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