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Banker Job Description

Job Descriptions > Banking and Finance > Banker
Banker job description and responsibilities
This Banker job description template includes the list of most important Banker duties and responsibilities. It can be modified to fit the specific Banker profile you're trying to fill as a recruiter or job seeker.

Common questions people ask include: What is the job description of a Banker? What are the duties and responsibilities of a Banker? What does a Banker do?

Job Description of a Banker

Bankers, also known as Retail Bankers, interact with clients on a daily basis by assisting with services such as setting up checking and savings accounts, authorizing loans, moving money and educating customers on banking products and services.

Banker Duties and Responsibilities

Banker job description should contain a variety of functions and roles including:
  • 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.

Banker Requirements / Skills / Qualifications

Banker job description should include these common skills and qualifications:
  • 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.
As a hiring manager, recruiting an ideal Banker starts with crafting a good job description. Use this Banker job description example to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs. Job seekers interviewing for the role of a Banker may also reference it in preparation for the interview.

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