How can you make your Banker job description stand out?

To make your Banker job description stand out, give details of the role’s reporting structure and level of seniority, including details of any experience requirements. Also, include details of any training programmes offered and information about the company’s culture and ethos in order to attract a wide range of candidates.

Banker Job Description [Updated 2025]

Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines

7 min read

A Banker, or Retail Banker works with individuals and institutions to increase their potential income while keeping the bank’s risk to a minimum. Their duties include performing credit checks, negotiating loans and managing investments on behalf of their clients.

Banker duties and responsibilities

Bankers are responsible for a range of tasks, depending on the setting in which they work and their area of speciality. Their duties and responsibilities include:

Meeting clients and advising them on the best way to maximise their income and savings
Managing client accounts, including searching for transactions and processing applications for overdrafts and loans
Handling client queries and complaints
Researching various banking products to maintain a thorough understanding of the products on offer
Recommending banking services and products to clients, talking them through the terms and conditions and ensuring that they understand their options
Maintaining and analysing banking records
Promoting the bank’s products and services
Actively prospecting, recruiting and pre-qualifying new clients for financial services

Hire your next Banker today

Post a job

Hire your next Banker today

Post a job

Banker Job Description Examples:

Example 1

Highly reputable bank is seeking a fluent Turkish / English speaking individual and offer them that all important foot in the door into the financial services sector. The role is full time Monday to Friday and will see you working onsite in the City of London.

To apply you must meet the below criteria;

Be able to work permanently in the UK without sponsorship
Have excellent communication skills
You will speak fluent Turkish to business level
You will speak fluent English to business level

If you meet all of the above please read on;

Banking Job Overview

The prospective candidate is expected to be able to build positive relationships with the Affluent/Mass Affluent and High Net Worth individuals as their first point of contact. You will be dealing with both HNW loan and deposit account applications/openings and carry out operational duties too.

Responsibilities include:

Providing excellent client service in order to develop and maintain a strong relationship with our clients.
Acting as a first point of contact for our existing clients, this involves liaising extensively with various internal teams in order to service our client’s requests.
Managing the onboarding process for new clients in order to satisfy internal AML and KYC requirements.
Carrying out AML responsibilities in conducting monthly periodic reviews for existing clients as well as relevant transaction monitoring.
Advising potential clients on credit requests such as secured/unsecured loans and overseas mortgages.
Preparing credit proposals and presenting them to the credit committee.
Assisting with the production of business development by negotiating deals with potential brokers.

Job Type: Permanent

Salary: £20,000.00-£25,000.00 per to Friday

Example 2

Hiring for One of the Leading Indian Bank

Salary Range 18-20k Annually

JOB ROLE

MAIN Responsibility

To assist the branch in meeting its sales objectives by delivering 1st class customer care to existing clients and by the acquisition, and retention of new clients by developing and strengthening new clients’ relationships.

JOB Responsibility

Identifies and pursues sales opportunities through client referrals, Bank’s internal networks, corporate relationships, and personal network.
Delivers superior customer service, promptly handling all calls and emails received; fosters strong customer relations and actively promotes Bank’s UK as the preferred provider of banking services.
Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries and complaints are addressed in a prompt and amenable manner and where applicable, directed to the relevant department on the client’s behalf.
Identifies and pursues opportunities to cross sell products and services to existing clients, through regular telephone &/or face to face contact and on-going relationship building.
Fosters and maintains a welcoming, professional and service oriented atmosphere within the banking hall.
To support the branch’s business development initiatives by promoting and attending business development and sales events.
To process ‘new account’ applications including NRI, postal service and other miscellaneous service requests.
Preparation of DCS for service requests.
To handle all postal service requests.
To prepare AML Risk Matrix and checklists for account opening.
Responsible for logging and maintenance of the postal register

Candidates Should BE Available IN UK

Student Visa/ Post Study Work Visa - Would NOT be considered for this Role

Job Types: Full-time, Permanent

Salary: £18,000.00-£20,000.00 per year

Application question(s):

Are you currently based in UK?
Which Visa do you 3 years (preferred)

Example 3

Identifies and pursues sales opportunities through client referrals, Bank’s internal networks, corporate relationships, and personal network.
Delivers superior customer service, promptly handling all calls and emails received; fosters strong customer relations and actively promotes Bank’s UK as the preferred provider of banking services.
Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries and complaints are addressed in a prompt and amenable manner and where applicable, directed to the relevant department on the client’s behalf.
Identifies and pursues opportunities to cross sell products and services to existing clients, through regular telephone &/or face to face contact and on-going relationship building.
Fosters and maintains a welcoming, professional and service oriented atmosphere within the banking hall.
To support the branch’s business development initiatives by promoting and attending business development and sales events.
To process ‘new account’ applications including NRI, postal service and other miscellaneous service requests.
Preparation of DCS for service requests.
To handle all postal service requests.
To prepare AML Risk Matrix and checklists for account opening.
Responsible for logging and maintenance of the postal register

Are you currently based in UK?
Which Visa do you 3 years (preferred)

Example 4

Identifies and pursues sales opportunities through client referrals, Bank’s internal networks, corporate relationships, and personal network.
Delivers superior customer service, promptly handling all calls and emails received; fosters strong customer relations and actively promotes Bank’s UK as the preferred provider of banking services.
Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries and complaints are addressed in a prompt and amenable manner and where applicable, directed to the relevant department on the client’s behalf.
Identifies and pursues opportunities to cross sell products and services to existing clients, through regular telephone &/or face to face contact and on-going relationship building.
Fosters and maintains a welcoming, professional and service oriented atmosphere within the banking hall.
To support the branch’s business development initiatives by promoting and attending business development and sales events.
To process ‘new account’ applications including NRI, postal service and other miscellaneous service requests.
Preparation of DCS for service requests.
To handle all postal service requests.
To prepare AML Risk Matrix and checklists for account opening.
Responsible for logging and maintenance of the postal register

Day shift

Application question(s):

Are you currently based in UK?
Which Visa do you 3 years (preferred)

Example 5

Location: Leicester

You’ll be integral in guiding and supporting our valued branch customers, helping them to achieve their financial goals
We’ll look to you to proactively find ways to continually enhance our customer banking experience

What you'll do

As the first point of contact in our branch, customers will be at the very heart of your role, so you’ll be committed to providing outstanding service in every interaction. You’ll work with high levels of accuracy as you provide each customer with a seamless and positive experience.

Day-to-day, you’ll be:

Provide exceptional face to face customer service in a timely manner whilst working in a fast-paced busy Branch environment
Having proactive conversations, understanding the needs of our customers and helping them with their banking needs
Completing general banking requests such as payments, balance enquires and transfers
Helping customers to understand the different ways they can bank with us and the range of services we can offer
Identifying opportunities to help customers with simple financial products, and collaborating with other teams to provide a seamless customer experience
Collaborate as part of the dynamic Branch team and actively seek to improveworkflows and processes to make banking simpler

Key Skills

To be successful in this role you’ll need to be motivated and driven to develop your career and have a customer centric approach to your work. Strong communication skills are a must, as you’ll need to highlight the benefits of our services to our customers in a way that’s easy to understand.

You’ll also need:

A passion for customer service and strong attention to detail
The ability to thrive under pressure and have the determination tocontinuously improve service for our customers while meeting your personaland branch goals
The ability to take ownership of customer enquiries through to resolution, youwill pride yourself on delivering a customer experience that exceedsexpectations, delivering a personalised, friendly & efficient service
Strong interpersonal skills and the ability to work well as part of a team
Excellent communication and interpersonal skills with a genuine interestbuilding relationships
The commitment to develop new skills and responsibilities
Be resilient to a continuous changing environment

Job Types: Full-time, Part-time

Salary: £10.50-£11.50 per hour

Benefits:

Company car
Company pension

Schedule:

Day shift
Monday to Friday
Weekend availability

COVID-19 considerations:
Masks, gloves, sanitiser and social distancing measures are in place.

Education:

GCSE or equivalent (preferred)

Experience:

Post Office or Banking: 1 year (preferred)

Work Location: In ID: BHPO001

Example 6

Oakley Recruitment is working in partnership with a well-established global, organisation based in Birmingham. This is a great opportunity for someone wanting to grow their career starting as a German Speaking Junior Banker Assistant on a 6 – 18-month contract.

Summary

You will be responsible for providing extensive administrative support to 25+ Junior Bankers at Analyst, Associate and Junior VP levels.

Duties & Responsibilities

Diary and calendar management for bankers (Associate level+)
Coordinating and scheduling meetings and conference calls across multiple time zones
Managing a high volume of phone calls and emails, relaying information in a timely and accurate manner
Coordinating room bookings for internal/external meetings and VCs across multiple locations
Coordinating travel arrangements for the team, including visa applications, international flight and accommodation bookings
Car bookings
Expense management and preparation
Invoice processing
Taking on ad hoc tasks while maintaining workflow
Supporting teams in day-to-day issues, needs and queries
Providing phone/holiday coverage for colleagues

Skills and experience

Ability to speak German to a professional level
Excellent Microsoft Word, Excel and Outlook skills
Able to manage competing time-sensitive priorities and tasks
Demonstrates dependability and high attention to detail along with the ability to multi-task
Displays a consistent, professional degree of communication skills in person, on the phone, via Zoom and by email at various levels
Comfortable working with people at all organizational levels, internally and externally
Must be a team player that works well under pressure within a changing environment
Flexible and adaptable to work and support across multiple teams
Be resourceful and able to use own initiative in solving issues
Proactive attitude when managing diaries
Discretion to deal with confidential business matters

Package and benefits

£16 p/h
Monday – Friday, 9am to 5pm with 1 hour lunch break
Immaculate contemporary working space in city centre location
Accrual holiday
Supportive culture
Opportunity to secure a permanent contract

Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.

Job Types: Full-time, Fixed term contract

Salary: £16.00 per hour

Schedule:

Monday to Friday

Work Location: In ID: EJ341

Example 7

Job Title: Personal Banker
Salary: £18,000 - £22,000
Location: Stafford Branch
Working Hours: 35 Hours (7.5 hours Monday, Wednesday and Thursday, 8.5 hours Tuesdays and 4 hours Saturdays)

We are the bank for people with purpose. The only bank born from the co-operative movement 150 years ago. We believe in the power of 'we' and putting values and ethics first. We are looking for talented individuals who want to make their next career move in a bank that celebrates co-operative spirit. We put the customer at the heart of everything we do and wholly embrace advocates who truly connect and endorse our brand. And did we mention we are award winning? Year on year award winners for our products, our customer service and our commitment to communities. What's not to love!

At The Co-operative Bank we truly believe our customers come first. We understand the responsibility we have, to deliver a service that meets the individual needs of each of our customers. Our Personal Bankers understand that banking in a branch is all about the customer experience …what our customers see, hear and feel and not simply a transaction. That’s why Moneyfacts have awarded the Co-operative Bank ‘Branch Network of the Year’ for the third year running!!

So as a Personal Banker what part would you play in this?

You will demonstrate a high level of meeting customer needs through excellent service & also demonstrate a proven track record of this in previous roles.
You will work to processes within a banking environment and strive to do thing right thing for our customers every time.
Your knowledge and enthusiasm, of both our customers and financial products, will enable you to build long lasting and effective relationships and consistently create a positive customer experience
Managing a personal portfolio of customers, you’ll pro-actively manage their financial needs, identifying opportunities to add value. From being their first point of contact to assisting them through life events, to acting upon feedback received from them.
You’ll be structured, accurate and organized, whether this is when following necessary processes to complete customer transactions or managing your own self-generated appointments
Yourself and the rest of the branch team, will together, be the face of the Bank. You’ll participate and contribute in daily huddles and work together to ensure your actions and environment represents the right image

This is a great opportunity to shine and demonstrate your…

high levels of energy, resilience and self-motivation
exceptional customer relationship and service skills
proven problem solving and analytical skills
experience of working in face to face customer service environment
detailed knowledge of financial products and banking processes

What You Can Expect From Us:

27 days holiday at start, rising to 30 days
Competitive pension / income protection / life assurance
2 paid days for volunteering per year
Positive working environment in contemporary offices
Strong career path within Financial Services
Family friendly policies and supportive working environment
Recognition scheme and a culture in which we celebrate success
Active network groups, ran by colleagues for colleagues

That’s what we can offer you – a firm belief in doing what’s right in a place where you can feel genuinely proud to work, grow and develop.
So, what are you waiting for…. apply now!

This role won’t be around for long, so we would advise to get your application to us as soon as possible by applying today. Unfortunately, we can only consider candidates with the right to work in the UK at this time.

Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We welcome applications from talented individuals from all backgrounds and lifestyles who can work with us in maintaining a culture of belonging, where people are valued and respected.

As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.

Please note we may withdraw this vacancy once sufficient applications have been reached.

Job Types: Full-time, Permanent

Salary: £18,200.00-£22,000.00 per year

Application you have any disabilities that may require any special adjustments either within the workplace or at interview stage?

Example 8

Job Title: Personal Banker

Location: Macclesfield

Salary: £19,840 - £22,000 plus enhanced pay for working on a weekend, annual bonus, 27 days holiday entitlement increasing to 30 days plus bank holidays and a fantatic range of benefits

Contract: Permanent

Work Pattern: 35 hours per week (Monday - Friday 9:00am – 4:30pm and every other Saturday 9:00am – 12:00 noon with time given back in lieu)

A career that really makes a difference

Who we are:

Formed in 1872 in Victorian Rochdale, our bank was built on co-operative values that still stand today. A lot has happened in 150 years, and we’ve been there through it all. Not just helping people with their money, but helping people fight for justice and the causes they care about. We are the only UK high street bank with a customer-led Ethical Policy; one of the main reasons our customers choose to bank with us.

We are the bank for people with purpose. From supporting local communities to tackling climate change, all our colleagues and customers have a say in who we are and how we do business. Ethical then, ethical now, ethical always.

Our Personal Bankers understand that banking in a branch is all about the customer experience. What our customers see, hear and feel and is not just simply a transaction. That’s why Money Facts have awarded us the ‘Branch Network of the Year’ for the second year running!!

What you can expect from us:

27 days holiday at start, rising to 30 days plus bank holidays
Competitive pension / income protection / life assurance
2 paid days for volunteering per year
Positive working environment in contemporary offices
Strong career path within Financial Services
Family friendly policies and supportive working environment
Recognition scheme and a culture in which we celebrate success
Active network groups, ran by colleagues for colleagues

That’s what we can offer you – a firm belief in doing what’s right, in a place where you can feel genuinely proud to work, grow and develop.

So as a Personal Banker, you are a person that:

Will demonstrate a high level of meeting customer needs through excellent service and also demonstrate a proven track record of this in previous roles.
Will work to processes within a banking environment and strive to do the right thing for our customers every time.
Your knowledge and enthusiasm of both our customers and financial products, will enable you to build long lasting and effective relationships and consistently create a positive customer experience
Managing a personal portfolio of customers, you will pro-actively manage their financial needs, identifying opportunities to add value. From being their first point of contact to assisting them through life events, to acting upon feedback received from them.
You will be structured, accurate and organized, whether this is when following necessary processes to complete customer transactions or managing your own self-generated appointments
Yourself and the rest of the branch team, will together, be the face of the Bank. You will participate and contribute in daily huddles and work together to ensure your actions and environment represents the right image

This is a great opportunity to shine and demonstrate your:

High levels of energy, resilience and self-motivation
Exceptional customer relationship and service skills
Proven problem solving and analytical skills
Experience of working in face to face customer service environment
Detailed knowledge of financial products and banking processes

This role won’t be around for long, so we would advise to get your application to us as soon as possible by applying today.

Unfortunately, we can only consider candidates with the right to work in the UK at this time.

Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We welcome applications from talented individuals from all backgrounds and lifestyles who can work with us in maintaining a culture of belonging, where people are valued and respected.

As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.

Please note we may withdraw this vacancy once sufficient applications have been reached.

Job Types: Full-time, Permanent

Salary: per year

Our mission

Read our editorial guidelines

What does a Banker do?

There are different types of Banker with different areas of responsibility depending on the area in which they work. Retail Bankers work face-to-face with clients, setting up accounts and advising on banking services and products. Personal Bankers help individuals to maximise their money by recommending investments and helping with savings plans. Commercial Bankers work with businesses, arranging business loans, analysing data to assess the creditworthiness of an organisation and helping to manage cash flow. Investment Bankers use their network of funding sources to generate income for their clients and use their expertise to offer advice and guidance.

Banker skills and qualifications

Bankers need to have a thorough understanding of the financial world to perform their job effectively. A successful Banker candidate will have various prerequisite skills and qualifications, these typically include:

Excellent customer service and interpersonal skills
Oganisation and time management skills
Management and leadership skills
Problem-solving and creative thinking skills
Analytical abilities and an understanding of statistics
Ability to work under pressure
A thorough understanding of the regulations and policies governing banking and financial transactions
Industry awareness and knowledge of competitor products and promotions

Banker experience requirements

There are some entry-level Banker jobs which require no experience, but any public-facing position or customer service role is an advantage. Candidates who have completed internships or work experience in a financial environment will have an understanding of the way the banking system works. Sales experience is a bonus as banking roles involve promoting products and services to customers.

Banker education and training requirements

Many banks offer in-house training programmes to enable entry-level banking staff to gain qualifications and internal promotion opportunities. Some banks offer apprenticeships which allow staff to train while working, gaining valuable experience alongside qualifications which can go up to degree level. Senior Bankers typically need a degree in a relevant subject such as finance and accounting, economics, business studies or maths. Certification from an organisation such as the London Institute of Banking and Finance or the Chartered Banker Institute is a bonus.

Banker salary expectations

According to Indeed Salaries, the average salary for a Banker in the UK is £18,017 per year. This is dependent on the level of experience required, the degree of responsibility involved and the area of the country in which the position is based.

Job description samples for similar positions

Other job description samples are available if this is not quite what you’re looking for:

Banker job description FAQs

Candidates who have held positions of responsibility, either in their professional life or as a volunteer, could be an asset in a banking role. Applicants who have not worked in banking may have transferable skills, so look for evidence of analytical skills, data management, report writing and problem-solving abilities. Experience in a role that requires the applicant to explain and simplify complex concepts would also be of use to a Banker. Facts and figures are always a helpful way to quantify an applicant’s contribution in previous roles.

Retail Bankers, such as Personal Bankers or Mortgage Advisors, report to their Branch Manager who oversees the activity within the bank and is responsible for setting targets for the team. Entry-level Investment Bankers start as Investment Banking Analysts, reporting to Investment Banking Associates. Investment Banking Associates report to the Assistant Vice President or Vice President. Other specialist banking roles include Loan Processors, Foreclosure Specialists, Fraud Investigations Specialists and Small Business Bankers. These roles are typically based in corporate offices, with staff reporting to a Team Leader or directly to the Underwriters.

Two chefs, one wearing a red headband, review a laptop and take notes at a wooden table in a kitchen setting.

Hire your next Banker today

Post a job

Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

No search results found

Banker Job Description: Top Duties and Qualifications

Banker duties and responsibilities

Banker Job Description Examples:

Example 1

Example 2

Example 3

Example 4

Example 5

Example 6

Example 7

Example 8

Find your next great Banker on Indeed

What does a Banker do?

Banker skills and qualifications

Banker experience requirements

Banker education and training requirements

Banker salary expectations

Job description samples for similar positions

Banker job description FAQs

Hire your next Banker today

Job Description Examples

Jumpstart your hiring with a £100 credit to sponsor your first job.*

Banker Job Description: Top Duties and Qualifications

Banker duties and responsibilities

Banker Job Description Examples:

Example 1

Example 2

Example 3

Example 4

Example 5

Example 6

Example 7

Example 8

Find your next great Banker on Indeed

What does a Banker do?

Banker skills and qualifications

Banker experience requirements

Banker education and training requirements

Banker salary expectations

Job description samples for similar positions

Banker job description FAQs

Hire your next Banker today

Job Description Examples

Related articles