Job Brief
This template for a Retail Banker job description is perfect for posting on job boards and careers pages. It can also be customized for your company.
Job Description
- ● 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
Job 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