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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