Uploaded by Ech Echenstein

Retail Banker Job Description

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FSNB, NATIONAL ASSOCIATION
Department:
Wal-Mart Retail Banking
Job Status:
Full Time
Work Schedule: Varies, Dependent on Branch Reports To: Manager/Supervisor
TITLE: Retail Banker
INTRODUCTION: As a Retail Banker, employed by FSNB, N.A., you must be
knowledgeable in all product and protocol. You must provide extraordinary customer
service, facilitate new account relationships, explain and process financial services, and
maintain a professional demeanor while performing the following duties.
SALES: Employees are required to actively prospect potential customers within WalMart in order to increase Net Account Growth and obtain/exceed sales quotas, agreed
upon by the Regional Manager and Branch Manager. In addition, you are to generate
creative ideas in order to boost profitability and morale within the branch, to include
taking part in Wal-Mart new hire orientations and other miscellaneous sales
opportunities. Employees should also cross-sale applicable products to existing
customers.
CUSTOMER SERVICE: With 70+ years of distinguished banking service to both the
military and civilian communities, it is imperative that proper emphasis is placed on
customer service. As the first impression of FSNB, N.A., employees are expected to
always greet the customer in a prompt and friendly manner. Employees should go above
and beyond to assist customers with their specific banking needs. Furthermore,
employees should take great care when managing difficult or emotional customer
situations, respond promptly to customer needs and requests, and complete tasks they’ve
committed to. In an effort to improve customer service, employees should encourage
customers to complete feedback cards for home office.
TELLER DUTIES: As a Retail Banker, you will also perform all duties of a teller to
include: deposits, withdrawals, transfers, loan payments, cashier checks, money orders,
cash advances, and other teller duties as deemed necessary. It is imperative that you
follow all guidelines as set forth by home office. You are also required to stay up to date
on changing policies and procedure, asking questions when necessary.
ADDITIONAL DUTIES: As a Retail Banker of the in-store banking concept there are
many duties you may not expect a traditional Retail Banker to be responsible for but with
this concept, the duties are included in the duties of the Retail Banker. These duties
include but are not limited to opening checking and savings accounts, the making of Visa
check cards, cashing checks through CHEXAR, IRA’s, CD’s, On-line Banking, etc.
FSNB Retail Bankers are also responsible for assisting with balancing the Vault and the
ATM.
CONCLUSION: This job description is a summary of the duties of an FSNB, N.A.
Retail Banker. The responsibilities outlined above are general, and not a complete list of
duties performed by Retail Banker’s, and are subject to change without notice.
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