How to become a Bank Officer

Bank officers (including building society and credit union officers) receive and pay out money and assist customers with loans, foreign currency exchange and investments.

Personal requirements of a Bank Officer

  • Good communication and interpersonal skills
  • Able to make calculations quickly and accurately
  • Good organisation skills
  • Willing to transfer to other branches if required

Education & Training for a Bank Officer

You can work as a bank officer without formal qualifications. You will probably get some informal training on-the-job. Entry to this occupation may be improved if you have qualifications. You may like to consider a VET qualification in banking services, financial services, banking services management, accounts administration, accounting or bookkeeping. As subjects and prerequisites can vary between institutions, you should contact your chosen institution for further information. You can also become a bank officer through a traineeship. Entry requirements may vary, but employers generally require Year 10. Alternatively, you can become a bank officer by completing a business, commerce or economics degree with a major in banking or finance. To get into these courses you usually need to gain your Senior Secondary Certificate of Education. Prerequisite subjects, or assumed knowledge, in one or more of English and mathematics are normally required. Universities have different prerequisites and some have flexible entry requirements or offer external study. Contact the institutions you are interested in for more information. For further details, visit

Additional Information
Officers who wish to be considered for promotion are encouraged to undertake further studies and may receive study assistance from their employers to do so.
Related careers