Banking and Financial Services Job Descriptions

These job description templates are focused on roles requiring financial and quantitative skills, as well as strong interpersonal and customer relationship skills.  Some of these are specific to the banking industry itself, from Bank Tellers and Loan Officers while others are more corporate focused like Financial Analysts and Treasurers.  They’re all involved in tracking financial transactions and monitoring funds and accounts.

The more senior jobs can be focused on financial management, making financial reports, investments and risk management with an emphasis on managing a company’s cash management or liquidy policies.  A high degree of trust and compliance with government regulations is key for all these types of banking and financial positions.  For each of these financial job descriptions, make sure to add to the standard templates with the specific skills, qualifications, education or credentials that are required.  Also, be sure to include the type of job experience (e.g. banking or corporate financial management) that’s most applicable, though keep in mind what related experience could prove relevant so as not to overly narrow the applicant pool.  While many of these financial job descriptions may be similar across organizations, don’t forget to emphasize what’s special about your own company to interest the best candidates.