Top Job Titles in the Banking Industry

Female financial adviser working with couple in home
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For people who thrive on the order and accuracy of finances, the banking industry is a natural fit. Whether you love balancing your checkbook or enjoy creating budgeting spreadsheets, you may have considered a job in banking to make use of your attention to detail. The best part about a career in banking is that you can ultimately choose from a large number of banking titles.

Types of Banking Jobs

Most people realize there are accountants, loan officers, and bank tellers. However, many people don’t know just how many different types of positions there are in the banking industry. No matter your previous work experience or college major, you may want to consider a career in banking. Below is just a sampling of different banking titles you could hold:

Financial Analyst 

As a financial analyst, you help businesses or individuals make investment decisions. Typically, you need at least a bachelor's degree, but a master's degree is preferred. You may need to earn a Chartered Financial Analyst (CFA) credential to qualify for many financial analyst positions.

Personal Financial Advisers

Personal financial advisers help individuals manage their money to meet their short- and long-term goals. From planning for retirement to figuring out how to pay for college, advisers identify different options and help individuals make the most of their money, such as through special tax exemptions or incentives. You’ll need a minimum of a bachelor’s degree, and it helps to have taken courses in finance, accounting, and economics.

Accountants

One of the most well-known financial positions, accountants analyze, plan, and evaluate business expenses and income. Many accountants have a bachelor's degree only, but a master's is useful, too. You may also need to sit for the Certified Public Accountant (CPA) exam, especially if you want to work for a public accounting firm. Your CPA license is required if you intend to provide accounting services to the public. You don't need it to work in the accounting department of a company.

Auditors

Auditors review accounting records on behalf of clients, looking for discrepancies or losses.

Loan Officers

Loan officers help people identify and apply for loans, from mortgages to personal loans. They evaluate the candidates' job history, income, and overall creditworthiness. Loan officers typically have a background and education in finance or economics. Being a loan officer is a great career choice if you like working with people.

Collectors

While collectors tend to get a bad reputation, they play a pivotal role for companies. They manage accounts and keep track of bills and attempt to collect on past due invoices. Many collector positions require just a high school diploma, but a bachelor's degree is welcome. 

Bank Tellers

Bank tellers are usually the first person a customer sees their banking business. Bank tellers cash checks, accept deposits, and process account withdrawals. Most bank tellers have a high school diploma but holding an associate’s or bachelor’s degree can be helpful for those bank tellers who want to move up in the ranks to become a loan officer, personal banker, or bank manager jobs. 

Treasurers

Treasurers manage an organization's finances, objectives, and goals. They maintain the organization's budget and oversee investment strategies and major expenditures. Most treasurer position requires advanced degrees, such as a master's or Ph.D. In addition, having other banking and finance credentials can be helpful.

For those interested in money and financial management, many options are available beyond the classic bank teller or loan officer roles. Whether you enjoy working with large companies or helping families get their finances and futures in order, careers are available that can engage and fulfill you. In addition, there’s plenty of room to move up to higher paying positions as you gain experience, especially if you’re able to further your education.

Check out your options to find the best career fit based on your interests, skills, and education level. 

Banking Job Titles A - Z List

  • Agricultural Lender
  • Analyst, Bankruptcy Support
  • Anti-Money Laundering Auditor
  • Assistant Branch Manager
  • Assistant Trust Administrator
  • Audit Manager
  • Bank Examiner
  • Bankruptcy/Foreclosure Coordinator
  • Bilingual Client Services Representative
  • Branch Manager
  • Business Banking Loan Administration Manager
  • Business Banking Officer
  • Business Intelligence Manager
  • Client Service Manager
  • Collector
  • Commercial Relationship Management Assistant
  • Common Trust Fund Accountant
  • Consumer Credit Analyst
  • Consumer Finance Assistant Manager
  • Consumer Loans Processor
  • Consumer Loan Underwriter
  • Custody Investment Specialist
  • Customer Service Representative
  • Default Specialist
  • Escrow Manager
  • eServices Quality Analyst
  • Head Teller
  • Internal Auditor
  • Investment Accounting Analyst
  • Investment Management Operations Analyst
  • Investment Management Specialist
  • Investment Planner
  • Junior Analyst - Asset Management
  • Lead Business Consultant, Banking Innovation Center
  • Lead Syndication Specialist
  • Lending Manager
  • Loan Officer Trainee
  • Loan Representative
  • Loan Support Specialist
  • Lock Box Clerk
  • Loss Recovery Manager
  • Mortgage Consultant
  • Mortgage Operations Support Technician
  • New Accounts Banker
  • Online Customer Service Representative
  • Origination Loan Officer
  • Personal Banker
  • Phone Banker
  • Premier Banker
  • Regulatory Compliance Analyst
  • Relationship Manager, Commercial Lending
  • Senior Financial Analyst
  • Senior Investment Analyst
  • Senior Teller
  • Senior Trust Consultant
  • Technology Risk Manager
  • Teller
  • Trust Asset Manager
  • Trust Assistant
  • Wire Department Manager