Retail Banker | Job Description Template

We’re seeking a Retail Banker to help and advise our customers with their money. You’ll be our bank’s public face, and we’ll rely on you to provide excellent customer service.

To serve a range of clientele in this profession, you’ll need to communicate effectively. This profession necessitates excellent people skills and patience. We also expect you to be self-assured, dependable, and quick to address problems.

Company Address 


Educational Qualification 

  • A bachelor’s degree or higher in accounting, business administration, or a similar discipline is required.
  • Expertise as a retail banker or in a similar function is required.

Skills required for the job

  • Sales or customer service experience is preferred.
  • Retail banking norms and processes should be well-versed.
  • MS Office and banking applications are useful skills to have.
  • Patience and the capacity to solve problems
  • A customer-centric mindset
  • Communication abilities that are exceptional

Job Responsibilities

The following are some of the responsibilities of a Retail Banker:

  • Checking and savings accounts can be opened and closed at any time.
  • Provide financial advice to customers (e.g. lines of credit and mortgages)
  • Product and service cross-selling
  • The candidate must approach new clients and should persuade them to sign up.
  • To ensure high-quality customer service, collaborate with other professionals.
  • Perform a variety of clerical duties (e.g. filing)
  • Deal with client complaints and issues.

Company Offerings

Salary- (…..) 

Other Benefits- (….)