Personal Banker

Job Title: Personal Banker

Location: Birmingham, London
Salary: 25,500 per annum
Work Type: Fully office-based

Job Summary

We are currently recruiting a Personal Banker on behalf of a well-established financial services organisation. The role involves supporting branch operations, delivering exceptional customer service, and contributing to sales growth by building and maintaining strong client relationships.

The successful candidate will work closely with the branch team to provide a first-class banking experience to existing clients, while also acquiring and retaining new customers.

Key Responsibilities

• Identify and pursue sales opportunities through client referrals, internal networks, corporate relationships, and personal contacts.
• Deliver excellent customer service, handling enquiries via phone, email, and in person, and escalate issues where necessary.
• Build and maintain strong client relationships, actively promoting banking products and services.
• Cross-sell products and services to existing clients through regular contact and relationship management.
• Support a professional, welcoming, and service-focused atmosphere within the branch.
• Assist with business development initiatives, including attendance at sales events and promotional activities.
• Process new account applications and service requests, ensuring all compliance checks are completed accurately.
• Operate cash transactions and remittances, maintaining accurate registers and adhering to policies.
• Provide cover for colleagues as required and undertake other responsibilities as delegated by senior management.

Key Skills & Competencies

• Strong sales and networking abilities.
• Excellent interpersonal and communication skills.
• Retail sales experience within a financial or customer service environment.
• Ability to build rapport, understand clients' financial needs, and offer appropriate solutions.
• Comfortable discussing financial situations with clients and presenting product features and benefits.
• Self-motivated, results-driven, and confident with a proactive approach.

Experience & Qualifications

• Previous experience in a similar role is advantageous but not essential.
• Ability to work effectively both independently and as part of a team.
• Understanding of compliance and regulatory requirements is desirable.

Additional Information

• The role is fully office-based and may involve external activities such as customer visits, business events, and corporate meetings.

Interested? Please apply now!