Banker Job Description

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

 Responsibilities:

• 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

Requirements:

• 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