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Become A Branch Banker

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Working As A Branch 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

  • $75,290

    Average Salary

What Does A Branch Banker Do At Capital One

* Live the company values of Excellence and Do the Right Thing
* Act as a Customer Advocate
* Contribute to a customer-centric culture, continuous improvement, innovation and change
* Own personal development and achievement of required responsibilities and skills-based behaviors
* Provide “in the moment” service to all branches within District
* Create customer awareness of alternative banking channel offerings, such as digital capabilities, ATM, online and mobile banking
* Consistently use needs-based assessment tools to analyze and determine customer needs
* Leverage tools to recommend appropriate solutions in person, on the telephone or via other channels
* Maintain a working knowledge of the complete line of products and services offered; take responsibility to keep up to date, and request assistance for further development needs
* As requested, participate in, lead, and mentor associate training and branch/district meetings
* Fulfill our customers’ servicing needs by researching customer inquiries with the intent of enhancing customer retention and engagement
* Ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
* Able to travel between branches in assigned local area

What Does A Branch Banker Do At Huntington National Bank

* Providing excellent customer service and effectively resolving customer issues.
* Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
* Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service.
* Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
* Adhering to all operational, security, risk and regulatory policies and procedures.
* Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation

What Does A Branch Banker Do At Citi

* Achieve sales goals in all categories
* Required to approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients.
* May require standing 60
* of the work day
* Proactively identify and address client sales and service needs; appropriately convert service requests into sales
* Perform calling activities including proactive outbound sales as well as follow up
* Demonstrate expertise in Smart branch technology to deliver remarkable client experiences and satisfy sales and service needs (e.g. competence in using teller NBS system & cash recycler to assist customers)
* Leverage technology (e.g. sales wall) to uncover opportunities to deepen client relationships
* Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc)
* Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc)
* Energetically greet and interact with clients on the bank floor
* 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.
* CBOL, ATM, TCR, 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
* Facilitate the execution offinancial transactions in accordance with bank policies and procedures
* Additional responsibilities – the lead banker supports the branch manager by:
* Providing coverage for branch manager when manager is not available
* Providing coaching and education to the other bankers regarding Smart Banking sales processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization of Smart banking technologies
* Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed
* Ensuring compliance with Citibank policies, standards and procedures to ensure the security of both the bank and client assets

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How To Become A Branch 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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Branch Banker jobs

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Branch Banker Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Arabic

  • Vietnamese

  • French

  • Persian

  • Urdu

  • Carrier

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Top Skills for A Branch Banker


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Top Branch Banker Skills

  1. Financial Needs
  2. Customer Service
  3. Loan Payments
You can check out examples of real life uses of top skills on resumes here:
  • Gain an understanding of each client to identify current and future financial needs and refer to appropriate financial partners.
  • Acquire, retain and expand customer relationships by consistently giving great customer service and helping customers to achieve their financial goals.
  • Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits.
  • Balance and replenish the ATM weekly.
  • Achieved sales goals and customer satisfaction while contributing to the District Branch's overall growth.

Top Branch Banker Employers

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Branch Banker Videos

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