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 opening and transactions
  • Promote banking products and services to customers
  • 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 opening and transactions
  • Promote banking products and services to customers
  • Provide financial advice and guidance to customers
  • Handle customer inquiries and resolve issues
  • Conduct financial assessments and risk analysis
  • Meet sales targets and goals
  • Maintain accurate records of transactions
  • Adhere to banking regulations and policies
  • Collaborate with team members to achieve team goals
  • Contribute to a positive and professional work environment

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Requirement

  • Bachelor's degree in Finance or related field
  • Minimum 2 years of experience in banking industry
  • Excellent communication and customer service skills
  • Strong analytical and problem-solving abilities
  • Knowledge of banking products and services
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office Suite
  • Detail-oriented and organized
  • Ability to work well in a team
  • Sales experience is a plus

Skills

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

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