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- Tasks: Assist clients with banking needs and drive sales through excellent customer service.
- Company: Join a global bank located in the heart of Wolverhampton.
- Benefits: Enjoy a dynamic work environment with opportunities for networking and professional growth.
- Other info: Must be based in the West Midlands and available to travel to Wolverhampton five days a week.
- Why this job: Be part of a team that values relationships and customer satisfaction while making an impact.
- Qualifications: Strong communication skills and a passion for sales are essential; previous experience is a plus.
The predicted salary is between 30000 - 42000 £ per year.
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Global bank based in the centre of Wolerhapton seek a Personal Banker to assist the branch in meeting its sales objectives by delivering 1st class customer care to existing clients and by the acquisition, and retention of new clients by developing and strengthening new clients\’ relationships
Key Responsibilities
- Identify and pursue sales leads via referrals, networks, and events.
- Provide prompt, high-quality customer service via phone, email, and in-person.
- Build and maintain strong client relationships; handle queries and complaints effectively.
- Cross-sell products/services to existing customers.
- Represent the branch at business development and sales events.
- Process account openings (including NRI, postal services) and related documentation.
- Manage cash operations, remittances, and postal registers in compliance with bank policies.
- Maintain AML records, risk checks, and required reporting.
- Provide cover for other staff roles when needed.
- Carry out tasks assigned by the Area Branch Manager or senior officers.
- Must be located in the West Midlands and can travel to Wolverhampton 5 days a week
- Strong networking, sales, and interpersonal skills.
- Ability to build rapport and understand customer needs.
- Confident in presenting products and services to varied customer profiles.
Key Relationships
- Work closely with branch staff, BDM, Head of Sales, and Area Branch Manager.
- Engage in external visits, business events, and client meetings.
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Personal Banker employer: KennedyPearce Consulting
Contact Detail:
KennedyPearce Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Banker
✨Tip Number 1
Networking is key for a Personal Banker role. Attend local business events and community gatherings in Wolverhampton to meet potential clients and industry professionals. Building relationships in person can lead to valuable referrals.
✨Tip Number 2
Familiarise yourself with the products and services offered by our bank. Being knowledgeable will help you confidently present options to clients and demonstrate how you can meet their needs effectively.
✨Tip Number 3
Practice your customer service skills. Role-play scenarios with friends or family to handle various client queries and complaints. This will prepare you for real-life situations and show your ability to maintain strong client relationships.
✨Tip Number 4
Stay updated on financial regulations and compliance, especially regarding AML records and risk checks. Showing that you are informed about these aspects will demonstrate your commitment to maintaining the bank's standards.
We think you need these skills to ace Personal Banker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. Emphasise any previous roles where you successfully built client relationships or achieved sales targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to understand customer needs. Mention specific examples of how you've provided excellent customer care in the past.
Highlight Networking Skills: Since the role requires strong networking abilities, include any experiences where you've successfully identified and pursued sales leads through referrals or events. This will demonstrate your proactive approach.
Showcase Compliance Knowledge: Mention your understanding of compliance and risk management, especially in relation to AML records and bank policies. This is crucial for the Personal Banker role and will set you apart from other candidates.
How to prepare for a job interview at KennedyPearce Consulting
✨Know Your Products
Familiarise yourself with the bank's products and services. Be prepared to discuss how you can cross-sell these to clients, as this is a key responsibility of the Personal Banker role.
✨Demonstrate Customer Care Skills
Prepare examples of how you've provided excellent customer service in the past. Highlight your ability to handle queries and complaints effectively, as this will be crucial in your role.
✨Showcase Your Networking Abilities
Think of instances where you've successfully built relationships or pursued sales leads. Be ready to discuss how you would leverage your network to acquire new clients for the bank.
✨Understand Compliance and Risk Management
Brush up on AML regulations and risk checks relevant to banking. Being knowledgeable about compliance will show that you take the responsibilities of the role seriously.