How to write a Banker job description

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Banker job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

Examples of Banker job titles

  • Private Banker
  • Personal Banker
  • Relationship Banker
  • Junior Banker
  • Senior Banker (Series 7 license required)

Banker job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of a Banker job summary

Our financial institution is in need of a banker that’s ready to help us achieve growth and market share goals. The ideal candidate should have a strong background in finance and accounting, but we’re open to anyone that can demonstrate strong analytical skills. Since our new banker will be pitching banking, investment and loan products to clients, experience in sales–or the ability to learn best practices in financial sales–is preferred. This position involves working with clients to develop long-term, fruitful relationships, which makes it crucial for applicants to have great communication skills, as well as the ability to effectively understand client needs and offer banking solutions accordingly. Applicants interested in a long-term opportunity with our company will be given priority during the selection process.

Banker responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

Examples of Banker responsibilities

  • Help expand our business by targeting new growth opportunities, improving portfolio credit quality and maximizing profitability and efficiency of our products.
  • Actively prospect, recruit and pre-qualify new clients for our financial services.
  • Be a primary point of contact for new and existing customers.
  • Make certain all applications meet our company’s standards and help ensure regulatory compliance.
  • Foster a collaborative work environment by working with colleagues to develop better products and solutions.
  • Provide periodic analysis and reports.

Banker qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

Examples of Banker skills

  • At least a bachelor’s degree in finance, accounting or related field.
  • Strong analytical skills and an eye for detail.
  • Excellent verbal and written communication skills.
  • Ability to organize sensitive and confidential information.
  • Ability to multitask and prioritize business opportunities as needed.
  • Must have experience in the financial sector.

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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.

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