Retail Banker Job Description

As a Retail Banker, you will provide exceptional customer service by assisting clients with their banking needs. Your role will be essential in promoting financial products and services while building strong relationships with customers.

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Utilize this Retail Banker job description to attract customer-focused candidates to your banking team. Adjust the details to match your organization’s specific needs.

Retail Banker Responsibilities Include:

  • Assist customers with account inquiries and transactions
  • Promote and sell banking products and services
  • Provide financial advice and guidance to customers
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Job Brief

We are looking for a friendly and knowledgeable Retail Banker to join our branch. In this role, you will assist customers with transactions, provide account information, and recommend financial products that suit their needs.

Strong interpersonal skills and a customer-centric approach are crucial in this position. You will be expected to work closely with clients to understand their financial goals and guide them in making informed decisions.

This role offers a valuable opportunity to impact our customers’ financial journeys positively. If you thrive in a dynamic environment and enjoy helping others, we encourage you to apply.

Responsibilities

  • Assist customers with account inquiries and transactions
  • Promote and sell banking products and services
  • Provide financial advice and guidance to customers
  • Process loan applications and credit card requests
  • Handle customer complaints and resolve issues
  • Maintain accurate records of transactions and customer interactions
  • Adhere to banking regulations and security procedures
  • Meet sales targets and goals
  • Collaborate with team members and support colleagues
  • Continuously update knowledge of banking industry trends and regulations

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Requirement

  • Bachelor's degree in Finance or related field
  • Excellent communication and customer service skills
  • Strong analytical and problem-solving abilities
  • Ability to work in a team and independently
  • Knowledge of banking products and services
  • Previous experience in retail banking
  • Attention to detail and accuracy
  • Proficiency in MS Office and banking software
  • Ability to multitask and prioritize tasks
  • Sales and goal-oriented mindset

Skills

  • Customer service
  • Sales
  • Financial analysis
  • Risk assessment
  • Problem-solving
  • Communication
  • Teamwork
  • Attention to detail
  • Organizational skills
  • Computer proficiency

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