Retail Banker Job Description Template [2024]

A Retail Banker is a financial professional who works in a bank branch, catering to individual customers and providing a range of banking services and products.

Use this Retail Banker job description template to promote your job openings and attract qualified candidates. Customize the job brief, responsibilities, requirements, and skills according to your specific needs.

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Job Brief

We are looking for a dedicated and customer-focused Retail Banker to join our team. As a Retail Banker, you will be responsible for providing exceptional customer service, assisting clients with financial transactions, and promoting banking products and services.

The ideal candidate should have a strong understanding of banking operations, excellent communication skills, and a commitment to meeting the financial needs of our clients.


  • Greet and assist customers in a friendly and professional manner
  • Process various financial transactions, including deposits, withdrawals, and loan payments
  • Open and close customer accounts, ensuring accuracy and compliance with banking regulations
  • Provide information about banking products and services, and cross-sell to meet customer needs
  • Handle customer inquiries, resolve issues, and escalate complex matters to higher-level staff
  • Assess customer eligibility for loans, credit cards, and other financial products
  • Maintain accurate and organized customer records and transaction logs
  • Adhere to security and compliance policies to protect customer information and financial assets
  • Collaborate with other banking professionals to meet branch goals and targets
  • Stay informed about industry trends, financial products, and banking regulations

Requirements and Skills

  • Proven experience as a Retail Banker or in a similar banking role.
  • Strong understanding of banking operations and financial products
  • Excellent customer service and communication skills
  • Ability to handle financial transactions accurately and efficiently
  • Knowledge of banking regulations and compliance standards
  • Sales and cross-selling skills to promote banking products and services
  • Detail-oriented with strong organizational skills
  • Familiarity with banking software and systems
  • Bachelor’s degree in Finance, Business, or a related field is a plus
  • Integrity and a commitment to maintaining customer confidentiality

Frequently Asked Questions

What is a Retail Banker?
A Retail Banker is a financial professional who works in a bank branch, catering to individual customers and providing a range of banking services and products.
What does a Retail Banker do?
A Retail Banker assists customers with banking services, including transactions, account management, and loan processing. They provide information on banking products, handle inquiries, promote and sell services, manage cash transactions, and ensure compliance with regulations.
What should you look for in a Retail Banker resume?

When reviewing a Retail Banker resume, consider:

  • Experience in retail banking or financial services
  • Knowledge of banking products and services
  • Strong customer service and communication skills
  • Sales and cross-selling abilities
  • Familiarity with banking software and systems
  • Accuracy in handling financial transactions
  • Compliance with banking regulations
  • Any relevant certifications in banking or finance

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