Banker Job Description

[company name] are looking for a client-oriented banker to work closely with clients to determine their banking needs.


  • Signing on new clients and helping them through the onboarding process.
  • Knowledge of the products and services offered by the bank, including mortgages, loans, chequing and savings accounts.
  • Collection and gathering of information from both new and existing clients
  • Identifying and talking to prospective customers about products and services that best suit their needs
  • Building relationships with current and prospective clients
  • Resolving clients’ issues and perform administrative tasks such as documenting their information, and other related duties


  • Sales or customer service experience preferred.
  • Working knowledge of retail banking practices, rules, and regulations.
  • Detailed understanding of banking services and products.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.
  • Multi-tasking and time-management skills