Retail Banker

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