Commercial Banker Job Description Template

A Commercial Banker is responsible for building and maintaining relationships with businesses to provide financial solutions and services. In this role, you will analyze financial statements, assess risk, and negotiate deals to help businesses achieve their financial goals. The following job description template outlines the key responsibilities and qualifications needed for a successful Commercial Banker.

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Job Description

Position Summary

A Commercial Banker's primary responsibility is to build and maintain relationships with business clients by providing financial solutions and advice to help them achieve their goals.

Essential Duties and Responsibilities

  • Develop and execute business strategies to achieve sales goals and objectives
  • Conduct financial analysis of potential clients and assess their creditworthiness
  • Customize financial solutions based on clients' needs and objectives
  • Manage existing business relationships and continuously build new ones
  • Monitor client satisfaction and address any concerns or issues
  • Keep up-to-date with industry trends and market changes
  • Qualifications

  • Bachelor's degree in finance, business administration or related field
  • At least 3 years of commercial banking experience
  • Strong knowledge of financial products, services and credit analysis
  • Excellent communication, interpersonal and customer service skills
  • Ability to work in a fast-paced and dynamic environment
  • Working Conditions

    Commercial Bankers typically work in an office environment and travel to clients’ locations as needed. They may work long hours, including weekends and holidays, to meet sales goals and accommodate clients’ schedules.


    If you're looking to hire a Commercial Banker for your company, then crafting the perfect job posting is crucial to finding the right candidate for the role. Commercial Bankers play a vital role in helping businesses with their financial needs, so it's important to know what skills and qualifications to look for when creating your job posting.

    Job Title and Responsibilities

    The first step in creating a successful job posting for a Commercial Banker is to accurately define the job title and responsibilities. Use a clear and concise title that accurately reflects the position and highlights the key responsibilities. For example:

  • Commercial Banker
  • Corporate Banking Relationship Manager
  • When writing out the responsibilities, make sure to use bullet points to make it easy for candidates to understand what the job entails. A few responsibilities to consider including are:

  • Develop and maintain relationships with clients to help them achieve their financial goals.
  • Assess clients' financial needs and recommend appropriate banking products and services.
  • Manage loan portfolios and evaluate the creditworthiness of potential borrowers.
  • Qualifications and Requirements

    After defining the job title and responsibilities, the next step is to list out the qualifications and requirements the ideal candidate must possess. You want to be specific about the educational background and work experience you're looking for in a candidate. Some qualifications to consider including are:

  • Bachelor's degree in finance, business administration or a related field
  • Minimum of 5 years of experience in commercial banking or a related field
  • Strong analytical and problem-solving skills
  • It's essential to also list out any necessary licenses or certifications required for the position, such as a Series 7 or Series 63 license or a Certified Treasury Professional (CTP) certification.

    Company Culture and Benefits

    Last but not least, make sure to include a brief section on your company culture and any benefits offered to employees. This can help attract the right candidates who align with your company values and mission. Highlight things like work-life balance, training and development opportunities, healthcare benefits, retirement plans, and any other perks your company offers.


    Creating a comprehensive job posting for a Commercial Banker is crucial in finding the right candidate for the role. Be clear and concise in your writing, highlight the necessary skills and qualifications, and showcase your company culture and benefits. With the right job posting, you'll attract top talent and find the perfect fit for your company.

    What should be included in a Commercial Banker job posting?

    A Commercial Banker job posting should include the job title, job description, and qualifications. The job description should detail the responsibilities and tasks associated with the role, while the qualifications should outline the required education, experience, and skills necessary for the job.

    How long should a Commercial Banker job posting be?

    A good job posting should be concise and to the point, typically no longer than one page. It should also be easy to read and understand, with clear and concise language.

    What are the must-have skills for a Commercial Banker?

  • Excellent communication skills both written and verbal
  • Strong analytical skills
  • Customer-oriented with strong inter-personal skills
  • Proven sales experience
  • Detailed orientated, organized with strong multitasking skills
  • Ability to work independently and as part of a team
  • What qualifications should a Commercial Banker possess?

  • Bachelor's degree in finance, economics, or related field
  • Minimum 3 years' experience in banking, financial services, or related field
  • Familiarity with banking regulations and compliance requirements
  • How important is experience when hiring a Commercial Banker?

    Experience is an important factor when hiring a Commercial Banker because it provides an understanding of the industry, operations, and customers. However, it's equally important to identify candidates who are eager to learn and have potential to excel in the position.

    What are the characteristics of a successful Commercial Banker?

  • Excellent communication and customer service skills
  • Detail-oriented and organized
  • Ability to multitask and prioritize projects
  • Strong analytical skills and decision-making capabilities
  • Ability to work independently and as part of a team
  • What should be included in the job posting to attract top talent?

    The job posting should highlight the benefits of the position, such as competitive compensation, flexible work hours, and opportunities for career advancement. Additionally, it should provide clear details on the responsibilities and tasks required of the position, as well as the company's culture and values.

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