How to hire a telephone banker

How to hire a telephone banker, step by step

Here's a step-by-step telephone banker hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a telephone banker job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new telephone banker
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your telephone banker job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a telephone banker for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a telephone banker to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a telephone banker that fits the bill.

   This list shows salaries for various types of telephone bankers.

   Type of Telephone Banker	Description	Hourly rate
   Telephone Banker	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.	$12-20
   Customer Service Representative	Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services... Show more	$12-19
   New Accounts Representative	New accounts representatives are banking professionals who are responsible for the explanation of the available accounts. The accounts representatives explain different options for new accounts and interconnected services... Show more	$13-22

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Inbound Calls
   • Customer Inquiries
   • Credit Card
   • Loan Applications
   • Financial Transactions
   • Bank Products
   • Bank Accounts
   • Account Balances
   • Problem Resolution
   • Customer Accounts
   • Customer Calls
   • Windows
   • Bank Services

   Check all skills

   Responsibilities:

   • Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
   • Handle incoming calls there are related to ATM cards such as closing and re-issuing.
   • Assist customer in opening new accounts, reactivating accounts and locating all bank branches and ATM on phone.
   • Identify opportunities for cross-selling of value-ad bank products and services while consistently exceeding quarterly referral and selling goals.
   • Provide notary service upon request.

3. Make a budget

   Including a salary range in your telephone banker job description is one of the best ways to attract top talent. A telephone banker can vary based on:

   • Location. For example, telephone bankers' average salary in mississippi is 34% less than in hawaii.
   • Seniority. Entry-level telephone bankers 42% less than senior-level telephone bankers.
   • Certifications. A telephone banker with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a telephone banker's salary.

   Average telephone banker salary

   $16.06hourly

   $33,399 yearly

   ---

   Entry-level telephone banker salary

   $25,000 yearly salary

   Updated December 15, 2025

4. Writing a telephone banker job description

   A telephone banker job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a telephone banker job description:

   Telephone banker job description example

   Customer Service Experience Preferred!
   
   Hours:

   40

   Schedule:

   Set schedule, Monday - Saturday with a day off during the week, and every Sunday off. The contact center is open Monday - Friday 7:00 a.m. - 7:00 p.m. and Saturday 8:30 a.m. - 2:00 p.m. This positon is remote eligible for up to 40% of the time.

   As a Telebanker at ESL you will:

   • Create a positive member experience
   • Receive a high volume of incoming calls from members and assist them with a variety of transactions to meet their financial needs in a contact center environment
   • Refer ESL products and services to members
   • Learn about the banking and finance industry
   • Gain exposure to career opportunities at ESL

   Telebankers should possess the following :

   • High School diploma or High School equivalency diploma required
   • Prior customer service experience is preferred
   • Capable of advancing to a Telebanker II position, as it becomes available, within one year of employment
   • Positive attitude
   • Desire to learn, grow, and develop; advanced education preferred
   • Passion to work with and help people over the phone
   • Excellent computer skills
   • Confidence to recommend financial products and services
   • Proven ability to achieve sales goals
   • Effective communication skills
   • Strong analytical, problem solving, and decision making abilities
   • Excellent attention to detail
   • Ability to remain flexible and multitask in a fast-paced environment
   • Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper

   Why work at ESL?

   ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds.

   ESL offers a very generous compensation and benefits package including health, dental, life, 401k, pension, vacation, paid holidays, performance incentives, and more.

   We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!

   #LI-KZ1 #LI-Hybrid

   Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

   The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

   Copy this example

   

5. Post your job

   To find telephone bankers for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any telephone bankers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level telephone bankers with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your telephone banker job on Zippia to find and recruit telephone banker candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with telephone banker candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new telephone banker

   Once you've selected the best telephone banker candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new telephone banker. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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