skip to Main Content

Bank Clerk Job Description

What does a Bank Clerk do?

A Bank Clerk is responsible for providing administrative support to the bank’s operations. They mainly perform clerical duties such as processing and recording transactions, maintaining financial records, and carrying out general paperwork. They are also responsible for responding to customers’ inquiries and concerns, including handling complaints, issuing account statements, and helping clients fill out forms and applications. In addition, Bank Clerks may be required to assist in the maintenance of the branch premises, ensuring that it is clean and presents an organized look to customers. Overall, a Bank Clerk plays a vital role in ensuring that the bank functions efficiently and provides quality customer service.

Our Bank Clerk job description includes the Bank Clerk responsibilities, duties, skills, education, qualifications, and experience.

Bank Clerk Example


Our Job Advertising Packages

Choose the best package, edit the advert and post your job!

 StarterPremiumCorporateNationalBrandedResourcer
Reed
Indeed Sponsored
Monster
Google Jobs
Glassdoor
LinkedIn Jobs
Totaljobs
Jobsite
Guardian Jobs
CV-Library
Industry boards
CV Targeting*
many more
£99£199£329£349£399£599
Job Advert Package + Flat Fee Recruitment Services
CV Filtering
Video Interviewing
Interview Scheduling
£799£799£929£949£999£1199

If you need an example job description for a Bank Clerk download the one below, alternatively we have many other Office Administration job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Bank Clerk do?

A Bank Clerk is responsible for providing efficient, friendly and professional customer service within a banking or financial institution. They are responsible for the efficient processing of customer transactions, such as deposits, withdrawals and loan applications, as well as providing advice on banking products and services. Bank Clerks must have excellent communication skills and be able to work under pressure in a fast-paced environment. They must also be confident in handling confidential and sensitive information.

Bank Clerk Role Purpose

The purpose of a Bank Clerk job role is to provide administrative and customer service support within a bank. This includes processing transactions and providing advice on banking products and services. Bank Clerks are responsible for ensuring accurate and timely processing of customer deposits, withdrawals, loans, and other financial activities. They also have to ensure compliance with bank regulations and policies, maintain customer records and provide general customer service.

Bank Clerk Role

A Bank Clerk is responsible for providing customer service, processing transactions, and reconciling accounts in a bank or other financial institution. They must have strong knowledge of banking systems and procedures, and must be able to accurately complete all financial transactions. Bank Clerks must also have excellent communication and customer service skills.

Bank Clerk Duties

  • Processing customer transactions, such as deposits, withdrawals and loan payments
  • Providing customer service, such as answering questions, resolving problems and issuing bank cards
  • Cross-selling bank services, such as setting up savings accounts and explaining financial products
  • Balancing cash drawers and ensuring compliance with banking regulations
  • Inputting customer details and updating records on computer systems

Bank Clerk Requirements

  • Good numeracy and literacy skills
  • Excellent communication and customer service skills
  • Ability to concentrate and stay organized in a busy environment
  • Ability to work accurately with attention to detail

Bank Clerk Skills

  • Strong customer service skills
  • Excellent communication skills
  • Attention to detail
  • Good numeracy skills
  • Ability to work as part of a team

Bank Clerk Personal Traits

  • Excellent customer service skills
  • Accurate numerical skills
  • Good computer literacy
  • Ability to work under pressure
  • Attention to detail

How to write a Bank Clerk Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Bank Clerk Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Bank Clerk Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Bank Clerk Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Bank Clerk

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

Back To Top