Retail Banker job description

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

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 and skills

• 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