Personal Banker
Location: Branch Location with flexible to travel across the North West/ home working
Contract: 12 month secondment
Full Time - 35 hours per week - flexible shifts to suit customer demand which may include some weekend working - Monday - Friday (8am-6pm)
We are looking for people with outstanding customer service and sales skills, who excel in a target driven environment, are motivated to succeed and want to thrive in a fast-paced and rewarding organisation.
What a typical day will look like:
- Conducting financial health checks
- You will manage a portfolio of customers and aid them in opening, managing and optimizing their bank accounts. Overseeing/monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value
- Helping customers realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as protection
- Processing applications for various banking products, such as current, savings and credit accounts
- Fulfilling customer’s requests such as the verification of bank account details and printing documents for account terms and conditions
- Discussing bank policies and procedures and any changes affecting policies and procedures
- Referring customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialized needs
- Resolving queries and complaints about accounts and banking services
- Performing routine administrative duties as required
Knowledge, skills and experience required:
- Positive and enthusiastic approach to excellent customer service
- Clear experience within a sales role is essential
- High levels of energy, resilience and self-motivation
- Excellent verbal and written communication skills
- The ability to achieve defined objectives / targets on a weekly and monthly basis
- Proven problem solving and analytical skills
- Detailed knowledge of banking processes, rules and regulations (this would be advantageous)
- Cash handling experience
- Computer literate with the ability to navigate confidently and quickly around multiple systems whilst speaking to customers
- The ability to adapt quickly and juggle multiple tasks from opening new accounts to advising on products and services and dealing with a wide range of customer queries
- Proactive approach to educating and supporting customers in relation to the different ways of managing their finances, as well as going out in to the community
Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We are a Disability Confident Employer.
As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.
Please note we may withdraw this vacancy once sufficient applications have been reached.