Retail Banker Job Description Template
What is a Retail Banker?
Retail bankers are responsible for assisting customers with their banking needs, opening and managing accounts, providing financial advice, and processing transactions. They ensure customer satisfaction and compliance with banking regulations.
A bachelor's degree in finance, business administration, or a related field is typically required. Strong communication skills and a customer-focused attitude are essential.
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
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