Bank Clerk – Job Description

Bank clerks are the backroom boys and girls who ensure all records are kept up to date. Every transaction large and small, from a loan to a cashed cheque, will have to pass through the clerks’ hands and their computers.

Clerks can work in various specialist fields, as loan clerks, interest clerks, statement clerks, security clerks, exchange clerks and even book-keeping clerks. But general duties involving filing, data entry and mail handling are common.

Honesty, numeracy, IT skills, accuracy and good communication skills (both written and oral) are important attributes. Basic typing, business maths and book-keeping skills are also required.

Training is predominantly an on-the-job thing for a bank clerk, with NVQs and SVQs in customer service and providing financial services a starting point. A diploma in financial services management is a great stepping stone to positions higher up the chain. And beyond that, for English and Welsh applicants, apprenticeship courses are available – either in distance learning or block release modules – which can lead to a Bsc in financial services from the University of Manchester Institute of Science and Technology (UMIST).

MAPPs (Foundation and Advanced Modern Apprenticeships) are also a possibility for 16 to 24-year-olds.

Browse our current vacancies in:

Banking, Real Estate and Mortgage


Other recommended resources:

Chartered Banker Institute
Offering ‘chartered banker’ status to its highest-level members, the CBI provide qualifications, networking and continuing professional development schemes to help you reach your full potential. They also host information for students and those still at school to help them decide if banking is the career for them.

Association of Accounting Technicians
The AAT provide access to a wide range of relevant qualifications for bank clerks, associated with accounting and business and finance skills. They also provide careers support and networking opportunities, with a dedicated student membership for aspiring bank clerks.

Institute of Financial Services: School of Finance
Offering a wide range of courses for the financial sector which can really help with initial qualification in addition to career development. You can also work your way to chartered status with the ifs, with a specific continuing professional development scheme (CPD) and networking events.

Financial Skills Partnership
Licensed by the government, the FSP is a portal for all finance-related training and qualifications, offering appropriate courses, experiences and apprenticeship schemes to help get you the job you want in the finance world.

Simon Thompson

Simon Thompson is CEO of Simon is a recruitment professional that pioneers the usage of video in recruitment and fully committed to helping young people find employment.