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Banker job description

Updated March 14, 2024
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Example banker requirements on a job description

Banker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in banker job postings.
Sample banker requirements
  • Bachelor's degree in finance or related field.
  • Previous experience in banking.
  • Knowledge of banking regulations.
  • Excellent computer proficiency.
  • Strong attention to detail.
Sample required banker soft skills
  • Strong customer service skills.
  • Effective communication skills.
  • Analytical problem-solving abilities.
  • Organizational and time management abilities.

Banker job description example 1

Affinity Credit Union banker job description

Affinity strives to maintain balance between our employees’ personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, access to our fitness center and employee café, earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and “Belong to Something Better.”

Affinity Federal Credit Union is an Equal Opportunity Employer

Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we’ve created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.

Explore career opportunities with Affinity and belong to something better.


Please scroll down and read the Applicant Statement in its entirety.

Applicant Statement

I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.

I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.

I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.

I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.

If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.

I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.

I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.

I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.

I understand that this application is not a contract of employment.

If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company’s established hiring practices.

By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.

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Banker job description example 2

JPMorgan Chase & Co. banker job description

We are committed to hiring diverse talent and creating inclusive teams where people feel connected to their peers and the work they do to advance the success of the Private Bank. At J.P. Morgan we celebrate the unique backgrounds, cultures and experiences that each employee brings to our growing family.

We're looking for professionals from varied backgrounds who have an interest in the Private Bank. With an integrated approach, we look for professionals with an interest and experience in:
+ Planning & Advice

+ Investing

+ Lending

+ Banking

+ Trust & Estates

+ Annuity & Life Insurance

Our teams of more than 1,200 Solutions professionals work in 20 cities globally, and are responsible for $1.6 trillion in client assets and $519 billion in Discretionary AUM.

Join our Diverse Talent Network for an opportunity to stay connected with our business and an opportunity to potentially join our team.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
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Banker job description example 3

Think Bank banker job description

Think Bank has an exciting opportunity for someone passionate about helping customers meet their financial needs. In the Banker role you will be empowered to help our customers make informed decisions about their financial needs by answering questions, assisting with transactions, opening and maintaining accounts, or directing them to an appropriate team member or business line representative.

You will have the opportunity to interact with customers and expand their banking relationship with us. Collaborating closely with the branch team and support staff, you will ensure a seamless customer experience and provide customers with the best options that serve their particular needs.
As a Banker, your daily job duties will consist of:

Greeting customers making them feel welcome upon entering the branch
Welcome customers to Think Bank by walking them through our account options, opening accounts for them, and explaining all the products and services available
Consistently engaging in conversation with existing customers to understand their needs and recommend appropriate products and services
Follow up with customers as appropriate to be sure their needs are met, and their experience is in our branch is outstanding
Continually communicate with branch staff to create a collaborative environment and ensure an outstanding, seamless experience for the customers
Processing transactions for customers to help them manage their finances

Education and Experience Requirements:

High school diploma or GED equivalent required
Bachelor's degree preferred
6 months of experience in customer service or retail environment

Schedule: This is a part-time position working approximately 20-25 hours/week. The hours for this role will range from 7:15 AM - 6:15 PM Monday through Friday, and Saturdays from 8:45 AM - 12:45 PM.

Benefits: The position is eligible for a full benefits package including:

Health insurance with HSA contribution
Dental insurance
Vision insurance
Up to 23 days of PTO annually
Seven paid holidays
Four weeks of paid family leave
Up to 7.5% 401(k) employer match
Tuition reimbursement
Clothing allowance

Think's open culture empowers employees to provide the best financial care to customers every single day. Our professional compensation plan is passionate about quality of business outcomes and helping customers achieve peace of mind. We are not focused on quantity, as compensation is not directly related to the number of accounts opened or volume produced.

Think Bank is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.