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 their banking needs and inquiries
  • Process transactions and manage customer accounts
  • Provide financial advice and recommend banking products
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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 their banking needs and inquiries
  • Process transactions and manage customer accounts
  • Provide financial advice and recommend banking products
  • Meet sales targets and contribute to team goals
  • Maintain accurate records and documentation
  • Adhere to banking regulations and compliance standards
  • Resolve customer complaints and issues
  • Promote and cross-sell banking products and services
  • Stay updated on industry trends and developments
  • Contribute to a positive and collaborative work environment

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Requirement

  • Bachelor's degree in finance or related field
  • Minimum of 2 years experience in banking or financial services
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work well under pressure
  • Knowledge of banking products and services
  • Proficiency in Microsoft Office Suite
  • Detail-oriented and organized
  • Ability to work independently and as part of a team
  • Professional and customer-oriented attitude

Skills

  • Customer Service
  • Financial Analysis
  • Sales and Marketing
  • Risk Management
  • Data Entry
  • Problem Solving
  • Teamwork
  • Adaptability
  • Attention to Detail
  • Time Management

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