Community Banker Job Description
Community Banker Duties & Responsibilities
To write an effective community banker job description, begin by listing detailed duties, responsibilities and expectations. We have included community banker job description templates that you can modify and use.
Sample responsibilities for this position include:
Community Banker Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Community Banker
Typically a job would require a certain level of education.
Employers hiring for the community banker job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Business, Finance, Accounting, Business/Administration, Economics
Skills for Community Banker
Desired skills for community banker include:
Desired experience for community banker includes:
Community Banker Examples
Community Banker Job Description
- Responsible for developing specific levels of new business account openings
- Develop internal and external referral sources through centers of influence, participation in bank events and community activity
- Set-up and coordinate meetings between prospective customers and appropriate line of business partners (Commercial Loan Officers, Branch Managers, Cash Management Representatives, Mortgage Loan Officers, Investments Officers, Outside Affiliated Product Reps.)
- Delivering an expert, quality-driven service to our customers
- Demonstrating ownership of all queries and acting as the first point-of-contact for all their day-to-day banking requirements, using various communication methods
- Proactively educating customers on the features and benefits of the international proposition, and managing clients throughout the proposition tiers
- Providing exquisite customer service in every interaction you have with our customers in the branch
- Learn the basics of commercial and agriculture lending through on the job training
- Participate on sales calls/visits
- Create business development strategies for approaching existing commercial clients new prospects
- Keeps things simple and on track
- Can manage up down and sideways in the organization
- Has led people and process
- Identifies problems and recommends appropriate solutions
- Two or more years in retail banking or business development
- Ability to develop business relationships
Community Banker Job Description
- Builds and maintains a portfolio mix of targeted high value and high potential small business clients
- Acts as a financial advisor by educating the customer about financial strategies
- Assisting with key banking tasks, process audits, or reports
- Delivering innovative tailored solutions and exquisite service by listening to our customers’ needs and wants
- Being aware of and participating in activities in the Local Community by getting to know your customers and acknowledging events
- Develop new relationships through calling on targeted potential clients
- Cross-sell retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services
- Act as a financial advisor by educating the customer about financial strategies
- Build and maintains a portfolio mix of targeted high value and high potential clients
- Strong presentations and negotiation skills
- An excellent level of attention to detail actively listening to customers to be able to anticipate and meet their servicing needs
- You may have worked previously for a financial organisation
- You will have commitment to provide a world-class service and drive our dedication to the customer experience
- Experience in the local market preferred for better understanding of the lending environment and potential customer base
- Pursuing a degree in business, accounting or a related area of study at an accredited college or university