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Banker Job Description

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Banker Job Description

Bankers interact with clients and assist with services such as setting up checking 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 Responsibilities

  • Sales or customer service experience preferred.
  • Working knowledge of retail banking practices, 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 programs.
  • 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 through the onboarding process.
  • Authorise and evaluate overdrafts and loans.
  • Handle other transactions, such as writing cashier checks 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 practices, 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 programs.
  • 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.

Personalising Your Banker Job Description Advise

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.

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.


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