Personal Banker

• 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
• Help customers realise the full benefits of our service both assisted and digitally
• Support customers with more complex financial needs such as protection
• Process applications for various banking products, such as current, savings and credit accounts
• Fulfill customer’s requests such as the verification of bank account details and printing documents for account terms and conditions
• Discuss bank policies and procedures and any changes affecting policies and procedures
• Refer customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialised needs
• Resolve queries and complaints about accounts and banking services

• A positive and enthusiastic approach to customer service and previous experience in a sales related role
• High levels of energy, resilience and self-motivation as well as excellent verbal and written communication skills
• The ability to achieve defined objectives/targets on a weekly and monthly basis and proven problem solving and analytical skills
• Cash handling experience and 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

Detailed knowledge of banking processes, rules and regulations

• 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)