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 cross-sell bank products and services
  • Process loan applications and credit card requests
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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 cross-sell bank products and services
  • Process loan applications and credit card requests
  • Provide financial advice and guidance to customers
  • Handle cash transactions and maintain accurate records
  • Resolve customer complaints and issues in a timely manner
  • Conduct financial assessments and risk analysis
  • Stay up-to-date on industry regulations and compliance standards
  • Collaborate with team members to meet sales targets
  • Maintain a clean and organized work area

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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 customer service skills
  • Strong analytical and problem-solving abilities
  • Knowledge of banking products and services
  • Ability to work well under pressure
  • Attention to detail and accuracy
  • Proficiency in MS Office and banking software
  • Flexibility to work weekends and holidays
  • Ability to work independently and as part of a team

Skills

  • Customer service
  • Financial analysis
  • Sales and marketing
  • Risk management
  • Data analysis
  • Problem-solving
  • Communication
  • Teamwork
  • Attention to detail
  • Adaptability

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