Banking & Finance Job Advert Templates - i4 Resourcing

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Cashier Job Description Template

We are searching for an organised, attentive Cashier to provide exceptional service to our customers by handling routine tasks, such as processing payments, accepting deposits, and handling withdrawals. The Cashier will respond to customer requests and inquiries, make recommendations about bank products and services, maintain and balance cash supplies, and keep track of bank records and financial information.

To succeed as a Cashier, you should have a professional appearance, strong communication skills and a customer focused attitude. You should be courteous, efficient, helpful, and accurate.

Key Responsibilities:

  • Assisting customers with transactions, like deposits, withdrawals, or payments
  • Resolving complaints or account discrepancies and answering customer queries
  • Informing customers about other bank products and services
  • Tracking, recording, reporting, and storing customer transaction related information and ensuring all information is accurate and complete
  • Maintaining and balancing cash drawers and fixing any discrepancies
  • Packaging cash and rolling coins to be stored
  • Keep a clean, organised work area and a professional appearance
  • Handling transactions and confidential information in a responsible manner
  • Using in house software to track banking information
  • Following all company financial and security regulations and procedures

Personal Specification:

  • Cash handling experience may be required
  • A background check may also be required
  • Excellent customer service skills
  • Strong communication skills
  • Basic maths and computer skills
  • High level of accountability and accuracy
  • Strong sales skills are a plus but not required

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Financial Planner Job Description Template

We are looking for a professional and talented Financial Planner to join our finance department. We want a self-motivated individual that will ensure our clients make profitable decisions to meet their financial goals. In this role, you will be responsible for managing several client’s finances, acting as a trusted adviser for investments, savings, and debt management.

In addition to being an effective communicator, you should be highly analytical and customer oriented. The perfect candidate for this position is a qualified professional who has experience in providing effective financial advice to a variety of individuals and businesses.

Key Responsibilities:

  • Evaluate clients’ financial information including income, expenses, and liabilities
  • Offer support and guidance in financial, insurance and investment matters and planning
  • Produce long term financial plans and budgets
  • Monitor clients’ needs and adjust their financial plans to meet them
  • Prepare financial reports for clients
  • Present and market financial products and services
  • Foster long lasting relationships with clients
  • Ensure you stay updated on the latest industry regulations
  • Ensure you are complying with all industry and company regulations

Personal Specification:

  • Degree in Accounting, Finance or a similar field
  • Minimum of 3 years’ experience in similar roles
  • Ability to analyse large amounts of financial data and comply with regulations
  • Outstanding communication and presentation skills
  • A strong attention to detail
  • Excellent problem-solving abilities

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Loan Officer Job Description Template

We are searching for an experienced and detail oriented Loan Officer to join our growing company. In this position, you will act as a liaison between applicants and financial institutions, helping qualified applicants obtain loans and setting up their payment plans. Your duties will include meeting applicants, identifying needs, preparing proposals, and examining currently active loans.

The ideal candidate will have experience in the management of different loans types including home loans, business loans, and individual loans. To succeed in this role, you should have excellent communication skills and a customer service orientated mind set.

Key Responsibilities:

  • Meet with applicants to identify needs and collect the required application information
  • Analyse active loans on a regular basis and recommend solutions to speed up payment processes
  • Complete loan contracts and inform clients of policies and regulations
  • Interview applicants to define financial eligibility and create a debt payment plan they can adhere to
  • Monitor and update account records
  • Submit applications in a timely manner
  • Prepare loan proposals
  • Reject loan applications and explain any deficiencies
  • Respond to applicants questions and resolve any issues
  • Operate in compliance with laws and industry regulations

Personal Specification:

  • Degree in Finance or similar fields
  • Minimum of 3 years’ experience as a loan officer or other relevant financial positions
  • Solid understanding of loan regulations
  • In-depth knowledge of computers and banking software
  • Excellent communication skills
  • Customer service oriented
  • Strong sales skills

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Mortgage Processor Job Description Template

We are looking for an excellent data cruncher with a talent for investigating financial information. Mortgage Processors are responsible for, among other things, interviewing loan applicants, reviewing the financial information of applicants, approving or rejecting loans based on your findings and managing the mortgage process for applicants.

Mortgage Processors will work closely with loan applicants and interview them personally. They will need excellent communication and customer service skills to be successful in the position.

Key Responsibilities:

  • Interviewing loan applicants
  • Assisting applicants in selecting the most suitable mortgage option
  • Reviewing applications
  • Evaluating financial information including salary, assets, debts and expenses of applicants
  • Calculating credit scores
  • Verifying applicant financial data accuracy
  • Approving or rejecting loans
  • Managing documentation regarding applicant loans
  • Ensuring compliance with banking rules and regulations
  • Submitting a detailed loan package to the Underwriting department

Personal Specification:

  • Degree in Finance or a similar field
  • Minimum 2 years experience in mortgage processing or similar roles
  • Strong mathematical aptitude
  • Analytical mindset
  • Good organisational skills
  • Exceptional communication skills
  • Attention to detail
  • Customer focused mindset

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