Personal Banker

Personal Banker

Southall Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with banking needs and build strong relationships.
  • Company: Join a dynamic team focused on customer satisfaction and growth.
  • Benefits: Enjoy a supportive work environment with opportunities for professional development.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: No prior experience needed; just bring your passion for customer service!
  • Other info: Flexible hours available to accommodate your school schedule.

The predicted salary is between 28800 - 43200 £ per year.

Job Description

Support the branch in achieving sales targets by providing excellent customer service, acquiring new clients, and strengthening relationships with existing clients.

Key Responsibilities:

  • Identify and pursue sales opportunities through referrals and networks.
  • Provide exceptional customer service via calls, emails, and in-person interactions.
  • Address customer queries and complaints efficiently, escalating when necessary.
  • Cross-sell banking products and services through ongoing relationship building.
  • Maintain a professional, welcoming atmosphere in the branch.
  • Support business development by promoting and attending sales events.
  • Process new account applications, service requests, and remittances.
  • Ensure compliance with AML policies, maintain registers, and prepare necessary documentation.
  • Handle cash transactions and provide cover for personal banker and clerical roles as needed.
  • Perform additional duties as assigned by the Area Branch Manager or senior officers.

Personal Banker employer: Bank

As a Personal Banker at our branch, you will thrive in a dynamic work environment that prioritizes exceptional customer service and fosters strong client relationships. We offer competitive benefits, a supportive work culture that encourages professional growth, and opportunities to enhance your skills through ongoing training and development. Join us in a location that not only values your contributions but also provides a welcoming atmosphere where you can make a meaningful impact on our community.
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Contact Detail:

Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Banker

✨Tip Number 1

Network actively within your community and among potential clients. Attend local events or join community groups to meet people who might need banking services, as personal connections can lead to valuable referrals.

✨Tip Number 2

Familiarize yourself with the latest banking products and services we offer. Being knowledgeable will help you confidently cross-sell and address customer queries effectively, showcasing your expertise during interviews.

✨Tip Number 3

Practice your customer service skills by role-playing different scenarios. This will prepare you for handling various customer interactions, from inquiries to complaints, demonstrating your ability to provide exceptional service.

✨Tip Number 4

Research our branch's recent achievements and sales targets. Showing that you understand our goals and how you can contribute to them will make you stand out as a candidate who is genuinely interested in joining our team.

We think you need these skills to ace Personal Banker

Customer Service Skills
Sales Skills
Relationship Building
Communication Skills
Problem-Solving Skills
Attention to Detail
Cash Handling
Knowledge of Banking Products
Networking Skills
Compliance Awareness
Time Management
Team Collaboration
Adaptability
Conflict Resolution

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Personal Banker position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in customer service or sales. Provide specific examples of how you've successfully built relationships with clients and achieved sales targets.

Showcase Your Skills: Mention your communication skills, ability to handle customer queries, and experience with cross-selling products. Use concrete examples to demonstrate how these skills have benefited past employers.

Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role. Mention why you want to work for this particular bank and how you can contribute to their success.

How to prepare for a job interview at Bank

✨Showcase Your Customer Service Skills

As a Personal Banker, exceptional customer service is key. Be prepared to share specific examples of how you've successfully handled customer queries or complaints in the past. Highlight your ability to create a welcoming atmosphere and build strong relationships.

✨Demonstrate Sales Acumen

Since the role involves achieving sales targets, come ready to discuss your experience with identifying and pursuing sales opportunities. Share any successful strategies you've used to cross-sell products or services and how you’ve built a network for referrals.

✨Understand Compliance and Regulations

Familiarize yourself with AML policies and other compliance requirements relevant to banking. Be ready to discuss how you ensure adherence to these regulations in your previous roles, as this will show your commitment to maintaining high standards.

✨Prepare for Role-Specific Scenarios

Think about potential scenarios you might face as a Personal Banker, such as handling cash transactions or processing new account applications. Prepare to discuss how you would approach these tasks and any relevant experiences that demonstrate your capability.

Personal Banker
Bank
B
  • Personal Banker

    Southall
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-03-19

  • B

    Bank

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