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.
The Personal Banker will manage a portfolio of customers and aid them in opening, managing and optimising their bank accounts. Overseeing/monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value, the person in post will help customers realise the full benefits of our service both assisted and digitally.The role holder will also support customers with more complex financial needs such as protection.
The Personal Banker will be responsible for 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. They will also discuss bank policies and procedures and any changes affecting policies and procedures. The person in post will refer customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialised needs and will resolve queries and complaints about accounts and banking services.
Our benefits include:
- 28 days holiday a year plus bank holidays and a holiday buy/sell scheme
- Annual discretionary bonus scheme
- Personal pension with matched contributions
- Life assurance (6 times annual salary)