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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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