A banker’s job entails a wide range of activities and obligations. Bankers come in a variety of shapes and sizes, and each one is distinct in their own way. Some of these bankers work for large corporations, while others work for smaller financial firms.

A banker is a professional who advises clients on financial concerns and how to better manage their finances. Savings, loans, taxes, investments, and securities are all part of a banker’s responsibilities. The banker will provide the client with financial assistance based on their requirements and needs.

Roles of a Banker:

• Provide customers with information about bank services that are appropriate for their needs (e.g. loans and credit cards)
• Manage customer bank accounts, including opening, closing, and monitoring transactions.
• Problems with financial services and accounts should be resolved.
• As needed, refer clients to in-house financial professionals.
• To generate new business, reach out to potential clients.
• Demonstrate financial products and services to current and potential clients.
• Carry out administrative tasks (e.g. entering data into banking software)