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Become A Banker

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Working As A Banker

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $76,725

    Average Salary

What Does A Banker Do At First Tennessee Bank

* Greet and engage all customers in an energetic and welcoming manner
* Develop and retain long-term and profitable customer relationships to maximize revenue growth by identifying needs and recommending appropriate products and services to meet those needs
* Follow-up with customers to focus on acquisition, expansion and retention of customer relationships
* Conducting quality sales conversations to meet assigned personal and team goals
* Candidates for the Regional Banker position will maintain a high level of proficiency with bank products and processes.
* Candidates will also maintain a high level of confidentiality.
* Monday
* Thursday; 8:30 AM
* PM
* Friday; 8:30 AM
* PM
* Saturday; 9:00 AM
* PM

What Does A Banker Do At Dollar Bank FSB

* Work with Account Officers to establish new deposit relationships and enhance existing customer service relationships
* Communicate effectively with customers who have service questions or concerns in a manner, which is discrete, timely, accurate and courteous
* Maintain a thorough knowledge of Dollar Bank products and services.
* In addition, staying abreast of all new operations, policies and procedures.
* Promptly greet each customer in a friendly, professional manner.
* Monitoring customer traffic in the Private Banking Center.
* Complete appropriate data input on accounts and filling out supporting documentation to insure that the regulatory and compliance guidelines are followed.
* Perform routine daily teller and customer service transactions (deposits, transfers, loan payments, new account openings, etc.).
* Make decisions in accordance with the Check Acceptance Guidelines regarding the negotiability items presented for deposit and cashing.
* Perform clerical duties such as typing, composing letters, answering phones, filing, compiling data for reporting purposes and maintaining certain Private Banking Center records and logs.
* Compliance and regulatory training as well as product knowledge courses will be taken on an ongoing basis.
* Participate in Private Banking Center balancing.
* Assist with audits.
* Follow stated policy and procedures when allowing access to safe deposit boxes.
* Maintain security of negotiable items assigned to the Customer Service Assistant.
* Must be able to occasionally float between Private Banking branches located in Pittsburgh and Cleveland.
* Perform any job related task as defined and deemed necessary by Management

What Does A Banker Do At Capital City Bank

* Provides additional support to manager and department colleagues.
* The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job.
* Rather, they are intended only to describe the general nature of the job.
* THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time.
* This job description describes the current assignment of essential functions.
* These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
* Capital City Bank associates are our greatest asset.
* We offer the following benefits:
* Medical, Dental and Vision
* Life Insurance
* k) with Matching
* Flexible Spending Accounts
* Defined Benefit Plan (pension)
* Tuition Assistance
* Stock Purchase
* Discounts on Products and Services

What Does A Banker Do At Raymond James

* _
* Partner with other Bankers and Financial Advisors to provide the best financial advice on private banking products to clients.
* Build product awareness and understanding among Financial Advisors, with emphasis on the high opportunity Advisors.
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue.
* Act independently in making financial recommendations on banking products to the client.
* Provide the best private banking financial advice to clients in conjunction with FAs.
* Build, promote, market and maintain an adequate pipeline of opportunities to meet loan production and growth goals.
* Establish a reputation of execution and excellence.
* Gain confidence of FAs to fully develop the banking opportunities with their clients.
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives.
* Partner with the home office for execution of mortgages, Securities Based Loans and margin.
* Act as the subject matter expert for all FA and Branch inquires on private banking products and client service offering direct or indirect solutions.
* Understand competitive environment and develop strategies to retain and win new business(Loans and assets).
* Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice.
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners.
* Develops and maintains strong relationships across all levels of the organization.
* Performs other duties and responsibilities as assigned

What Does A Banker Do At Citi

* Take full ownership of clients’ problems and ensure complete client satisfaction with resolution
* Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
* Educate clients on self-service capabilities and encourage use of digital service channels (e.g.
* Citibank Online, ATM, Teller Assist Unit, if applicable, etc.)
* Facilitate the execution offinancial transactions in accordance with bank policies and procedures
* Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
* Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
* Perform calling activities including proactive outbound sales as well as follow-up
* Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients
* Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple teams
* Proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
* Connect clients to the appropriate partners as necessary (e.g. leverage video conference for Financial Advisor, Mortgage Specialist, etc.)
* Provide feedback to management on ways to enhance sales processes and service delivery
* Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
* Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
* Travel may be required up to 100% of the time

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How To Become A Banker

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Banker jobs

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Banker Career Paths

Assistant Branch Manager Branch Manager
Assistant Vice President
7 Yearsyrs
Account Manager Sales Manager Personal Banker
Banking Center Manager
5 Yearsyrs
Account Executive Sales Manager
Branch Manager
6 Yearsyrs
Vault Teller Personal Banker Loan Officer
Branch Manager/Loan Officer
5 Yearsyrs
Member Service Representative Finance Service Representative Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Member Service Representative Loan Officer Business Developer
Business Development Officer
7 Yearsyrs
Vault Teller Assistant Branch Manager Assistant Vice President
Business Relationship Manager
9 Yearsyrs
Accountant Account Manager Client Services Manager
Client Relationship Manager
7 Yearsyrs
Service Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Specialist Account Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Assistant Branch Manager Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Account Executive Office Manager General Manager
Managing Director
11 Yearsyrs
Branch Manager General Manager
Managing Partner
9 Yearsyrs
Account Manager Operations Manager Property Manager
Portfolio Manager
7 Yearsyrs
Specialist Operations Manager Account Executive
Relationship Manager
6 Yearsyrs
Relationship Manager Portfolio Manager Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Service Manager Account Executive Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Branch Manager Assistant Vice President
Vice President And Manager
10 Yearsyrs
Relationship Manager Business Analyst Assistant Vice President
Vice President, Product Manager
9 Yearsyrs
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Banker Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Arabic

  • German

  • Portuguese

  • Mandarin

  • Chinese

  • Hindi

  • Italian

  • Russian

  • Vietnamese

  • Urdu

  • Korean

  • Nepali

  • Tagalog

  • Japanese

  • Cantonese

  • Turkish

  • Burmese

  • Serbian

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Banker Education


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Real Banker Salaries

Job Title Company Location Start Date Salary
Banker Citicorp North America, Inc. New York, NY Nov 30, 2016 $300,000
Banker Jpmorgan Chase & Co. New York, NY Sep 01, 2011 $300,000
Private Banker Citibank, N.A. Miami, FL Sep 18, 2013 $300,000
Banker JP Morgan Chase & Co New York, NY Apr 22, 2016 $250,000
Banker JP Morgan Chase & Co Miami, FL Apr 10, 2016 $250,000
Private Banker Citibank, N.A. New York, NY Jun 09, 2016 $250,000
Banker Jpmorgan Chase & Co. Miami, FL May 15, 2011 $250,000
Banker Jpmorgan Chase & Co. Miami, FL Oct 01, 2011 $250,000
Banker Jpmorgan Chase & Co. Miami, FL Aug 15, 2012 $225,000
Banker Jpmorgan Chase & Co. New York, NY Sep 01, 2011 $225,000
Banker Jpmorgan Chase & Co. New York, NY Sep 08, 2011 $225,000
Banker Jpmorgan Chase & Co. New York, NY Apr 01, 2011 $225,000
Private Banker Bulltick Financial Services LLC Miami, FL Sep 28, 2012 $200,000
Banker Jpmorgan Chase & Co. New York, NY Jun 15, 2011 $200,000
Banker Jpmorgan Chase & Co. Miami, FL Dec 13, 2010 $200,000
Banker Santander Bank, N.A. New York, NY Apr 26, 2016 $187,500
Banker Jpmorgan Chase & Co. New York, NY Jun 19, 2015 $180,000
Banker JP Morgan Chase & Co New York, NY Aug 01, 2016 $175,000
Banker JP Morgan Chase & Co Houston, TX Aug 18, 2016 $175,000
Private Banker BNP Paribas Miami, FL Apr 21, 2008 $151,950
Banker Jpmorgan Chase & Co. Miami, FL Jan 21, 2016 $150,000
Private Banker Citibank, N.A. Miami, FL Aug 05, 2009 $150,000
Banker JP Morgan Chase & Co Miami, FL Mar 05, 2016 $150,000
Banker Jpmorgan Chase &Amp; Co. Miami, FL Sep 26, 2015 $150,000
Private Banker Citibank, N.A. New York, NY Jun 10, 2014 $146,700
Banker Jpmorgan Chase & Co. Miami, FL Jul 02, 2015 $143,000
Private Banker Citibank, N.A. New York, NY Feb 04, 2013 $140,000
Private Banker Bulltick Financial Services, LLC Miami, FL Sep 29, 2015 $130,000 -
Banker II Santander Bank, N.A. New York, NY Jul 23, 2014 $130,000 -

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Top Skills for A Banker


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Top Banker Skills

  1. Financial Needs
  2. Outstanding Customer Service
  3. Loan Applications
You can check out examples of real life uses of top skills on resumes here:
  • Provide exceptional service to banking customers while offering products and services to help suit theirs financial needs.
  • Deliver outstanding customer service while concurrently executing all daily operational tasks.
  • Take loan applications, gather required documentation for closing, and close home equity, personal, vehicle loans.
  • Accept payment of bills, credit cards, certificates of deposits, money orders and travelers check.
  • Acted as Personal Banker and advised customers on bank products, financial trends and product features.

Top Banker Employers

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