Banker Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Banker:

Bachelor’s degree in finance, business administration, or a related field.
Sales or customer service experience preferred.
Working knowledge of retail banking practices, rules, and regulations.
Multi-tasking and time-management skills, with the ability to prioritize tasks.
Excellent communication, sales, and negotiation skills.
Detailed understanding of banking services and products.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.
Superb numerical skills.

Note that this is not an exhaustive list of Banker skill, qualifications and experience. Job requirements for specific Banker roles may vary, depending on the industry and type of employer.

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