---
schema_version: "1"
id: 5f72fbf75289fcfff09d10f97d466e62b1f63b29c128853cc32233874912817b
title: Create Banker Records in Agentforce Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_create_bankers.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_create_bankers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c9bd0477be665d875c0fefce605b4d45ee24041798e38e916d8da0c13dea585
description: The Banker object represents users or contacts who are authorized to work in a banking capacity for one or more branches over time. Add banker records to let users view the branches they can work with, and choose their current branch for work attribution purposes.
products:
  - Financial Services
release: "264"
---
# Create Banker Records in Agentforce Financial Services

The Banker object represents users or contacts who are authorized to work in a banking capacity for one or more branches over time. Add banker records to let users view the branches they can work with, and choose their current branch for work attribution purposes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions where Financial Services Cloud is enabled</td></tr></tbody></table>

Before you begin, verify these details:

- Know the user’s current branch assignment.
- Make sure that your Banker record page layout includes Current Branch Start Date and Current Branch fields.
- Make sure that your Branch Unit record page layout includes the Bankers related list.

1. From the Branch Management Console app, select **Bankers** or **Branch Units** from the dropdown menu.
    1. From Bankers, click **New**.
    2. From Branch Units, click a branch unit. Then, on the Bankers related list, click **New**.
2. A banker record represents a user or contact assignment to a specific branch unit. In the Name field, enter the name of the banker user, or a combination of the banker’s name and the branch name.
3. In the New Banker window, select a record type from the **User or Contact** dropdown. Then search for and select a person.
4. (Optional) Enter more details about the banker.
    
    If you specify a branch in the Current Branch field, Salesforce creates a Branch Unit Business Member record for you automatically. If you add a banker without a branch assignment, create a Branch Unit Business Member and assign the Current Branch manually later.
5. Click **Save**.
    
    ![The New Banker window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/branch_management/fsc_branch_new_banker_244.png)