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 banking products and services to customers
  • 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 banking products and services to customers
  • Process loan applications and credit card requests
  • Provide financial advice and guidance to customers
  • Handle customer complaints and resolve issues in a timely manner
  • Maintain accurate records of transactions and customer interactions
  • Participate in sales and marketing activities to attract new customers
  • Stay up to date on industry regulations and best practices
  • Collaborate with other team members to achieve team goals
  • Adhere to company policies and procedures

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Requirement

  • Bachelor's degree in finance or related field
  • Minimum of 2 years experience in banking or customer service
  • Proficient in Microsoft Office suite
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong attention to detail
  • Knowledge of banking products and services
  • Sales experience is a plus
  • Ability to work well in a team
  • Fluency in English and Bahasa Malaysia

Skills

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

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