Banker Job Description

What is a Banker?

Bankers have many subtitles depending on their role inside a financial business. But at their core, Bankers facilitate transactions between customers and institutions, or between corporations and other entities. A banker will be the liaison before, during and after transactions have occurred. They are tasked with making sure all business is conducted in accordance with current laws and regulations while providing financial benefit for their employer and clients.

Bankers can have a wide range of educational backgrounds. Low-level Bankers will usually possess a bachelor's degree in finance. From there, aspiring bankers can pursue an advanced degree in many financial related fields, and obtain their Clean u4 or Series 7 certifications. Due to the nature of ushering assets, a keen eye for detail and a strong set of ethics are desirable qualities in Bankers.

Banker Job Description Template

Job Overview

Here at XYZ Inc., we are the leading company in our industry in the Capital City area. We're pleased to have a 3.8 Glassdoor rating from our employees. We are hiring an experienced Banker to help us keep growing. If you're dedicated and ambitious, XYZ Inc. is an excellent place to grow your career. Don't hesitate to apply.

Responsibilities for Banker

  • Conduct all transactions in line with Local, State and Federal laws
  • Ensure all exchanges are documented properly
  • Provide factual information to clients about business opportunities
  • Seek out new avenues of business in your market
  • Keep up on current financial trends
  • Be informed of current changes to laws and standards
  • Pursue ongoing education
  • Understand and practice all guidelines of AML and KYC

Qualifications for Banker

  • Advanced degree in related field (preferred)
  • Clean 4U certification (preferred)
  • Series 7 certification (preferred)
  • Excellent analytical processing
  • Self-motivated attitude
  • Strong written and verbal communication skills
  • An understanding of AML and KYC
  • Robust researching, resourcing and networking expertise
  • Submission to a background check

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