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Retail banker job description

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

Retail banker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in retail banker job postings.
Sample retail banker requirements
  • Bachelor's degree in finance, economics or related field.
  • Knowledge of retail banking products and services.
  • Familiarity with banking regulations and compliance.
  • Experience with customer service and sales.
  • Proficiency in relevant computer software.
Sample required retail banker soft skills
  • Strong interpersonal and communication skills.
  • Ability to multi-task and prioritize tasks.
  • Excellent problem-solving abilities.
  • Customer-oriented mindset.

Retail banker job description example 1

Woodforest Financial Group Inc retail banker job description

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned bank in the country!

Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:

* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.

Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
· Must be fluent in English and Spanish.

Formal Education & Certification:
· High School Diploma or equivalent required.

Work Status:
· Full-time.

Supervisory Responsibility:
· No.

Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.

Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.

Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.

**Job:** **Branch Banking*

**Organization:** **Maryland*

**Title:** *Bilingual Teller Retail Banker *

**Location:** *Maryland-Severn*
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Retail banker job description example 2

Premier Banks retail banker job description

Premier Bank is looking for a bright, dedicated, and outgoing personality to join our team! Why consider Premier Bank? Premier is a community bank that offers a welcoming and friendly work environment. We provide on-the-job training and education. Premier Bank is committed to serving the needs of our community and we highly encourage employees to give back by volunteering and participating in local events.

We currently have a *full-time* *Retail Banker* position open for immediate placement. Hours will be 8:30 am - 5:00 pm; Monday through Friday (30-minute lunch) with a rotating Saturday
Primary responsibilities of this position include:
* Facilitate Opening of Business and Consumer New Deposit, Safe Deposit Box and Loan Accounts

* Routine Follow up Tasks and In-Person Customer Service Requests and Teller services
* Opening deposit and consumer loan accounts, and expanding customer relationships.

Performance Expectations
* Successful sales of new loan and deposit products by attaining personal sales and referral goals
* Achieve effective maximization of digital delivery channels including online banking, mobile banking and e-statements
* Core deposit, credit card and loan growth and retention in accordance with bank goals through Relationship Management and other initiatives
* Satisfactory service and maintenance of new and existing customer relationships
* Update and maintain performance progress in CRM system.

We're looking for individuals who possess the following skills:
* Customer service and communication
* Detail oriented and organized
* Multi-tasking, time management, and critical thinking
* Microsoft Office (word, excel, outlook)

We offer competitive salary and benefits package:
* This position starts at $20.00 per hour
* Medical & Dental Insurance
* 401k Plan with an employer match
* Employee Stock Ownership Plan (ESOP)
* Life & AD&D Insurance plan
* Short-term and Long-term Disability plan
* 15 vacation days _(prorated your first year)_
* 6 sick days _(prorated your first year)_
* 3 personal days _(prorated your first year)_
* 10 paid Federal holidays
* Section 125 Medical Flex/Dependent Care Reimbursement program
* “Dress for your day” casual dress code
* Gym membership reimbursement plan

Job Type: Full-time

Pay: $20.00 per hour

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Retirement plan
Schedule:
* 8 hour shift

Experience:
* Cash handling: 1 year (Preferred)
* Banking: 1 year (Preferred)
* Customer service: 1 year (Preferred)

Work Location: One location
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Retail banker job description example 3

City National Bank retail banker job description

This Position Qualifies for a Sign on Bonus of $1000.00

($100.00 pays at completion of initial two-week training, $400.00 after 90 days of employment and $500.00 after 180 days of employment.)

Description: The Retail Banker is responsible for enhancing and growing our customer base, providing frontline support and service to current and potential customers, and providing lasting customer experiences to all who engage with us. This includes marketing and cross-selling products and services, meeting sales goals, as well as performing customer service, branch operations, and teller functions in a non-traditional retail environment.

Responsibilities:

  • Provide outstanding customer experiences in all transactions and engagements.
  • Process a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.
  • Proactively pursue ways to develop and expand customer relationships through call programs and other prospecting techniques.
  • Consistently achieve personal & branch sales goals by identifying, marketing, and cross selling banking products and services beneficial to customer needs.
  • Proactively marketing and seeking new customer base in market area.
  • Performs multiple duties within several areas of banking, account services, branch cleanliness and organization, and professional development.
  • Practices branch security procedures and protects customer confidentiality and privacy.
  • Maintain standard operating procedures and all bank policy and procedures.
  • Performs other job-related duties or special projects as assigned.

Qualifications:

  • Proficiency with Microsoft products, general computer skills, and basic math skills.
  • Ability to work flexible or extended working hours to meet business needs; demonstrate good attendance and punctuality.
  • Customer service orientation with effective problem-solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
  • Outstanding listening and communication skills both written and verbal
  • Ability to maintain confidentiality, follow directions and apply proper policy and procedures or guidelines
  • Self-motivated, goal oriented, team player with strong interpersonal skills and sales aptitude

Education and Experience

  • High School diploma or equivalent
  • One year of previous related experience; ex: sales, customer service, cash handling, bank or other financial service provider; or college hours
  • Military experience considered, veterans welcomed, bilingual is a plus

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Constant use of computer screens with the ability to operate a computer keyboard, use

hand to finger, handle or feel, reach with hands and arms, and talk, see or hear

  • Ability to lift/carry no more than 20lbs, stand the majority of the assigned work schedule
  • Ability to stand the majority of the assigned work schedule
  • Clear verbal communication, close vision and ability to adjust focus

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.






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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.