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 banking transactions
  • Promote and cross-sell banking products and services
  • Provide excellent customer service
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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 banking transactions
  • Promote and cross-sell banking products and services
  • Provide excellent customer service
  • Maintain and balance cash drawers
  • Process loan and mortgage applications
  • Assist with account openings and closings
  • Conduct financial transactions accurately and efficiently
  • Answer customer inquiries and resolve issues
  • Adhere to banking regulations and policies
  • Participate in training and development programs

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Requirement

  • Bachelor's degree in Finance or related field
  • Minimum of 2 years experience in banking or financial services
  • Strong communication and customer service skills
  • Ability to work well in a team environment
  • Knowledge of banking products and services
  • Attention to detail and accuracy
  • Ability to multitask and prioritize
  • Proficiency in MS Office
  • Sales and marketing skills
  • Professionalism and integrity

Skills

  • Customer service
  • Sales
  • Banking regulations
  • Financial transactions
  • MS Office
  • Teamwork
  • Communication
  • Attention to detail
  • Problem-solving
  • Time management

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