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:

  • Provide excellent customer service to clients
  • Assist clients with various banking transactions
  • Promote and sell banking products and services
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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

  • Provide excellent customer service to clients
  • Assist clients with various banking transactions
  • Promote and sell banking products and services
  • Meet and exceed sales targets
  • Maintain and balance cash drawer
  • Adhere to banking regulations and compliance policies
  • Assist with account openings and closings
  • Handle customer inquiries and resolve issues
  • Conduct financial transactions accurately
  • Collaborate with team members to achieve goals

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Requirement

  • Bachelor's degree in Finance or related field
  • 1-2 years of experience in banking or customer service
  • Strong communication and interpersonal skills
  • Knowledge of financial products and services
  • Ability to work in a fast-paced environment
  • Attention to detail
  • Ability to meet sales targets
  • Proficient in Microsoft Office
  • Ability to work well in a team
  • Experience in cash handling

Skills

  • Customer service
  • Sales
  • Banking regulations
  • Financial products
  • Cash handling
  • Communication
  • Interpersonal skills
  • Attention to detail
  • Teamwork
  • Microsoft Office

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