Banker Duties & Responsibilities

The role and function of a Banker includes the following duties and responsibilities:

Signing on new clients and helping them through the onboarding process.
Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
Processing deposits, payments, and withdrawals.
Authorizing and evaluating overdrafts and loans.
Presenting and cross-selling banking services and products to existing and prospective clients.
Collaborating with other banking professionals to ensure high-quality client service.
Resolving client queries and complaints.
Handling other transactions, such as writing cashier checks or money orders, when necessary.
Recommending and explaining banking services and products to clients based on their needs.
Performing administrative and clerical duties, such as data entry and filing, when necessary.

Note that this is not an exhaustive list of Banker duties and responsibilities. Job functions for specific Banker roles may vary, depending on the industry and type of employer.

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