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Branch banker job description

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

Branch banker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in branch banker job postings.
Sample branch banker requirements
  • High school diploma or equivalent
  • 2+ years of customer service experience
  • Knowledge of banking regulations and procedures
  • Ability to use banking software and hardware
  • Strong mathematics skills
Sample required branch banker soft skills
  • Outstanding communication skills
  • Strong organizational abilities
  • Excellent problem-solving skills
  • Ability to work well in a team environment
  • High level of customer service

Branch banker job description example 1

Huntington National Bank branch banker job description

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:

* Providing excellent customer service and effectively resolving customer issues.
* Being proficient in understanding and educating customers on consumer deposit products.
* Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
* 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, communication and presentation.
* Other duties as assigned.

Basic Qualifications:

* High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.

Preferred Qualifications:

* 1 year or more in customer service in banking, financial services or goal driven retail sales.
* Cash handling skills.
* Comfort with technology such as mobile services and online banking services.

Workplace Type:

Office

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
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Branch banker job description example 2

Citi branch banker job description

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:

Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.



Qualifications:


Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment



Education:


High School diploma or equivalent


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


Job Family Group:

Customer Service


Job Family:

Branch Service


Time Type:

Part time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi
.

View the "
EEO is the Law
" poster. View the
EEO is the Law Supplement
.

View the
EEO Policy Statement
.

View the
Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
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Branch banker job description example 3

Zions Bank branch banker job description

Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Pay range (depending on experience): $19 - $22/hour

The ideal candidate for this position will have the skills and experience necessary to:

* The ideal candidate for this position will have the skills and experience necessary to;
* Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* Other duties as assigned.

The Branch Relationship Banker position requires:

* 2+ years experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative oriented role preferred.
* Proficient knowledge of mathematical calculations and standard banking products, services and transactions.
* Strong knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Strong customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Strong mathematical, problem-solving and negotiation skills.
* Strong interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
* High School diploma or equivalent.

What we offer YOU is...

* Career Advancement Opportunities
* Competitive Pay (commensurate with experience)
* Eligible for Incentive Plan
* Paid Training, Vacation, & Holidays (vacation accrual begins on FIRST day of employment)
* Generous Benefit Options (eligible on FIRST day of employment)
* Education Reimbursement
* AND MORE!
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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.