Junior Banker job description.
A junior banker supports senior bankers and relationship managers with financial analysis, client research, and transaction processing. This entry-level role builds foundational banking skills through hands-on exposure to client service, financial modeling, and day-to-day banking operations, typically as a stepping stone toward a relationship manager or analyst career path.
The Junior Banker job description · $29
The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Junior Banker Reports to: Relationship Manager
A junior banker supports senior bankers and relationship managers with financial analysis, client research, and transaction processing. This entry-level role builds foundational banking skills through hands-on exposure to client service, financial modeling, and day-to-day banking operations, typically as a stepping stone toward a relationship manager or analyst career path.
- Support senior bankers with client research and financial analysis
- Assist in preparing financial models, pitch materials, and client documentation
- Support due diligence and account review processes
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
8 responsibilities phrased the way the work is actually done.
5 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Relationship Manager
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Support senior bankers with client research and financial analysis
- Assist in preparing financial models, pitch materials, and client documentation
- Support due diligence and account review processes
- Monitor market and industry trends relevant to assigned clients
- Assist relationship managers with day-to-day client service needs
- Process routine banking transactions accurately and efficiently
- Help prepare account opening and servicing documentation
- Maintain accurate client records in banking systems
Required — and what would make a candidate excellent.
- Bachelor's degree in finance, business, economics, or related field
- Strong analytical and quantitative skills
- Proficiency in Excel and basic financial modeling
- Excellent attention to detail and accuracy
- Strong written and verbal communication skills
- Prior internship experience in banking or finance
- Familiarity with banking compliance and regulatory requirements
- Progress toward relevant industry licenses or certifications
Eight steps from download to publish.
- 01Open the Junior Banker job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Junior Banker job description any time you are opening or reopening a seat at this level. The entry band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Relationship Manager) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- What background is typical for a junior banker hire?
- Most candidates hold a finance, business, or economics degree and have some exposure to banking or financial analysis through internships or coursework.
- What career path follows a junior banker role?
- Junior bankers typically progress toward relationship manager, credit analyst, or associate banker positions as they build client and analytical experience.
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This Junior Banker job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.