skip to Main Content

Banker Job Description

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

Banker 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 Banker download the one below, alternatively we have many other Banking and Insurance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Banker do?

Bankers, also known as retail bankers, interact with clients on a daily basis by assisting with services such as setting up chequing and savings accounts, authorising loans, and moving money. They also counsel clients on banking products and services.

Banker Role

Bankers interact with clients and assist with services such as setting up chequing and savings accounts, authorising loans and moving money. They also consult with clients on banking products and services.

We are recruiting for a client-focussed Banker to join our team. Your responsibilities will include working closely with clients to determine their banking needs, including discussing their financial requirements and providing financial advice, when necessary.

To be succeed you must be able to communicate effectively to serve and assist a variety of clients and you must be able to resolve issues quickly and successfully, in order to ensure client satisfaction.

Banker Duties

  • Sales or customer service experience preferred.
  • Working knowledge of retail banking practises, rules, and regulations.
  • Detailed understanding of banking services and products.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programmes.
  • Superb numerical skills.
  • Multi-tasking and time-management skills, with the ability to prioritise tasks.
  • Excellent communication, sales, and negotiation skills.
  • Bachelor’s degree in finance, business administration or a related field.

Banker Requirements

  • Manage client bank accounts, including opening and closing accounts, and overseeing transactions.
  • Process deposits, payments, and withdrawals.
  • Sign new clients and help them thru the onboarding process.
  • Authorise and evaluate overdrafts and loans.
  • Handle other transactions, such as writing cashier cheques or money orders, when necessary.
  • Recommend and explain banking services and products to clients based on their needs.
  • Present and cross-sell banking services and products to existing and prospective clients.
  • Collaborate with other banking professionals to ensure high-quality client service.
  • Resolve client queries and complaints.
  • Perform administrative and clerical duties, such as data entry and filing, when necessary.
  • Sales or customer service experience preferred.
  • Working knowledge of retail banking practises, rules, and regulations.
  • Detailed understanding of banking services and products.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programmes.
  • Superb numerical skills.
  • Multi-tasking and time-management skills, with the ability to prioritise tasks.
  • Excellent communication, sales, and negotiation skills.
  • Bachelor’s degree in finance, business administration or a related field.

How to write a Banker 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 Banker 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 Banker 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 Banker 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 Banker

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