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September 27, 2025
Discover the essential requirements, duties, responsibilities, and skills needed for a Banker job description.
What does a Banker do?
A banker is someone who works at a bank and helps clients with their banking needs. This includes things like setting up checking and savings accounts, giving out loans, and moving money. They also give advice to clients about different banking services and products.
Job Description
We are looking for a friendly banker to join our team. You will work with clients to figure out what banking services they need and give them advice when needed.
To be a good banker, you need to be able to talk to lots of different people and solve problems quickly so clients are happy.
Job Duties and Responsibilities
- Helping new clients sign up for accounts and showing them how to use our services
- Managing client accounts, like opening and closing them, and keeping track of transactions
- Handling things like deposits, payments, and withdrawals for clients
- Deciding if clients can have loans or if they can spend more than they have in their account
- Doing other things like writing checks or money orders when needed
- Suggesting different banking services and products to clients based on their needs
- Telling current and potential clients about other services and products we offer
- Working with other bankers to make sure clients are happy with our services
- Helping clients with any questions or problems they have
- Doing office tasks like entering data and organizing files when needed
Requirements and Qualifications
- A college degree in finance, business, or a related field
- Experience in sales or customer service is helpful
- Knowing about how retail banking works and the rules and regulations that go with it
- Good understanding of banking services and products
- Knowing how to use Microsoft Office, banking programs, and other software
- Being good with numbers
- Being able to do lots of things at once and manage your time well
- Having great communication, sales, and negotiation skills