How to hire a bank specialist

How to hire a bank specialist, step by step

Here's a step-by-step bank specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a bank specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new bank specialist
• Step 8: Go through the hiring process checklist

What does a bank specialist do?

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1. Identify your hiring needs

   The bank specialist hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

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   Hiring the perfect bank specialist also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of bank specialists.

   Type of Bank Specialist	Description	Hourly rate
   Bank Specialist	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$13-30
   Merchant	A merchant is responsible for selling goods and services for an organization to generate revenues by reaching out to existing and potential customers and discuss the products' features. Merchants must have extensive knowledge of the goods offered by the company to be able to respond to customers' inquiries and concerns accurately... Show more	$22-57
   Relationship Banker	A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives... Show more	$13-23

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Bank Products
   • Strong Customer Service
   • Customer Relationships
   • Financial Services
   • Treasury
   • Financial Solutions
   • Credit Card
   • Quality Customer Service
   • Taking Care
   • Bank Policies
   • Loan Applications
   • ATM
   • Securities
   • Math

   Check all skills

   Responsibilities:

   • Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
   • Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
   • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
   • Work with clients to resolve operational cash management issues in relation to select treasury management products.
   • Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
   • Initiate, review, and prepare all consumer and small business loan requests from origination to closing.

   More bank specialist duties

3. Make a budget

   Including a salary range in your bank specialist job description is one of the best ways to attract top talent. A bank specialist can vary based on:

   • Location. For example, bank specialists' average salary in alabama is 57% less than in new york.
   • Seniority. Entry-level bank specialists 56% less than senior-level bank specialists.
   • Certifications. A bank specialist with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a bank specialist's salary.

   Average bank specialist salary

   $42,779yearly

   $20.57 hourly rate

   ---

   Entry-level bank specialist salary

   $28,000 yearly salary

   Updated December 16, 2025

   Average bank specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$67,831	$33
   2	Connecticut	$65,096	$31
   3	New Jersey	$54,803	$26
   4	Maryland	$48,508	$23
   5	Indiana	$44,841	$22
   6	District of Columbia	$43,987	$21
   7	Illinois	$43,921	$21
   8	California	$42,985	$21
   9	Massachusetts	$42,650	$21
   10	Texas	$39,720	$19
   11	Washington	$39,668	$19
   12	Georgia	$39,461	$19
   13	Alaska	$39,320	$19
   14	Wisconsin	$39,207	$19
   15	Missouri	$38,940	$19
   16	Colorado	$38,658	$19
   17	South Carolina	$38,652	$19
   18	Florida	$37,985	$18
   19	Ohio	$37,822	$18
   20	Oregon	$35,745	$17

   Average bank specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Goldman Sachs	$73,514	$35.34	3
   2	Standard Chartered	$72,234	$34.73	2
   3	Citi	$66,043	$31.75	46
   4	ALTA IT Services	$52,573	$25.28
   5	Home Bancshares Inc.	$50,893	$24.47
   6	BNP Paribas	$49,802	$23.94
   7	JPMorgan Chase & Co.	$48,009	$23.08	661
   8	HSBC Bank	$46,708	$22.46
   9	MUFG EMEA	$46,135	$22.18
   10	Hanu an Insight Company	$45,754	$22.00
   11	CTG	$43,268	$20.80
   12	Central Pacific Bank	$43,219	$20.78	12
   13	J.P. Morgan	$43,088	$20.72
   14	BancorpSouth	$42,650	$20.50
   15	First Fidelity Bank	$42,424	$20.40	5
   16	RemX	$42,314	$20.34
   17	Kore1	$42,010	$20.20
   18	The-Panther-Group	$41,906	$20.15
   19	MSU Federal Credit Union	$41,585	$19.99	4
   20	General Dynamics	$41,390	$19.90	2

4. Writing a bank specialist job description

   A bank specialist job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a bank specialist job description:

   Bank specialist job description example

   Why You'll Choose Us
   
   Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.
   
   Benefits of working with TP include
   Paid Training Competitive Wages Monthly Bonuses Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs Ability to work from your home
   
   Your Impact
   
   Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
   
   In addition to the overall convenience, you will enjoy the many benefits of working from home!
   Removing the cost, stress and time constraints of a daily commute Total comfort of working from your own home A flexible work scheduled and more work life balance Responsibilities: Your Responsibilities
   Handle and carefully respond to all customer inquiries Provide excellent customer service through active listening Work with confidential customer information and treat it sensitively Aim to resolve issues on the first call by being proactive Appropriately communicate with customers Qualifications: What We're Looking for
   Logical problem-solving skills Availability to work various shifts Ability to use Windows operating systems Ability to type 25 wpm Over 18 years of age High School Graduate or GED Predictable and reliable attendance
   What We Prefer
   6 -12 month customer service experience preferred Consistent work history Proven oral & written communication skills Some Technical background
   Being One of Our People
   
   It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
   
   Teleperformance is an Equal Opportunity Employer

   Copy this example

   

5. Post your job

   To find the right bank specialist for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with bank specialists they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit bank specialists who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   To find bank specialist candidates, you can consider the following options:

   • Post your job opening on Zippia or other job search websites.
   • Use niche websites that focus on engineering and technology jobs, such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post your job on free job posting websites.

6. Interview candidates

   To successfully recruit bank specialists, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new bank specialist

   Once you have selected a candidate for the bank specialist position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new bank specialist first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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