Retail Banker Job Description

Retail Banker Job Description

July 29th, 2020

Retail bankers work at financial institutions where they assist clients and provide advice on financial services. They explain new products, assist with account openings, provide advice, cross-sell products, and respond to complaints.

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Retail Banker Job Description Template

We are looking for a friendly and professional retail banker to join our team. You will be the first point of contact with customers and must welcome them with a warm smile and a friendly greeting. Your duties will include opening and closing banking accounts, providing advice on services, and responding to complaints.

To ensure success, you should have a professional demeanor, a cool head, and extensive knowledge of banking and financial procedures. Ultimately, a top-class retail banker should be able to assist customers with their banking needs, cross-sell financial products, and resolve complaints, all while maintaining the integrity of the institution.

Retail Banker Responsibilities:

  • Greeting customers.
  • Assisting customers with their banking needs.
  • Providing advice and suggestions.
  • Opening and closing savings and checking accounts.
  • Cross-selling financial services and products.
  • Resolving customer complaints.
  • Escalating issues to the bank manager, when necessary.
  • Performing basic office and clerical duties.
  • Reporting to the banking manager.

Retail Banker Requirements:

  • High school diploma or GED.
  • Experience as a teller or retail banker preferred.
  • Friendly and professional demeanor.
  • Excellent interpersonal and communication skills.
  • Advanced knowledge of banking and financial procedures.
  • Patience and the ability to remain calm under pressure.
  • Experience with banking and office software.
  • Strong attention to detail.

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