Retail Banker Job Description

Use this Retail Banker job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Retail Banker

Retail Banker responsibilities

  • 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 Template

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

Retail Banker Job Description Examples

Retail Relationship Banker • Bank of Montreal

Address:300 N Milwaukee Street...Job Family Group:Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

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Retail Banker • FSNB,National Association

FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller!

Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business......

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Teller Retail Banker • Woodforest Financial Group

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our... comm...

Read more
Teller Retail Banker • Woodforest National Bank

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our... comm...

Read more