Who is a retail banker?
A Retail banker works at a financial institution where they need to help clients and provide them with advice regarding financial services. They need to explain new products, assist them with account opening procedures, and cross-sell products.
What does a retail banker do?
Assisting customers with operations related to savings and deposit accounts will be one of the primary tasks of a retail banker. Apart from this, they will also be needed to counsel customers on various banking services and products.
Job brief
We are looking for a candidate to help us handle our customers and to advise them regarding their finances. You will be the face of our organization and we will depend on you to provide a high quality of customer service.
In this particular role, you will be required to communicate efficiently to serve several customers. Apart from consisting of patient, you will be needed to demonstrate excellent people skills.
Duties and Responsibilities
The duties and responsibilities can be provided as follows:
- Open and close checking and savings accounts
- Cross-selling of products and services
- Collaboration with professionals to ensure there is high-quality customer service is provided
- Handling customer-related complaints and solving problems.
- Approach and bring aboard new customers
- Advising customers regarding their financial conditions
- Performing clerical tasks
Key requirements
The key requirements include the following:
- Proven work experience as a retail banker or a similar role
- Patience and problem-solving skills
- Customer-oriented attitude
- Working knowledge of MS Office and various banking software
- Bachelor’s degree in accounting, business administrator, or related field
- Knowledge of retail banking rules and regulations
- Excellent communication skills
