Personal Banker

Personal Banker

Full-Time 34726 - 34726 £ / year (est.) No working from home possible
Lloyd's

At a Glance

  • Tasks: Support customers with their banking needs in branch and over the phone.
  • Company: Join Lloyds Banking Group, a leader in financial services.
  • Benefits: Enjoy a competitive salary, generous pension, and flexible working options.
  • Other info: Great opportunities for learning and career growth in a diverse environment.
  • Why this job: Make a real impact by helping customers thrive financially.
  • Qualifications: Strong communication skills and a passion for customer service.

The predicted salary is between 34726 - 34726 £ per year.

This is a full time, permanent role based in Jersey. Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Jersey.

JOB TITLE: Personal Banker

SALARY: £34,726

LOCATION(S): Jersey

HOURS: Full-time, 35 Hours

WORKING PATTERN: Our colleagues will be required to work from branch as part of this role. Colleagues with disabilities can be supported with workplace adjustments.

What you'll be doing:

  • As a Customer Support colleague, you'll support customers either in branch, conversational banking or over the telephone.
  • You'll work as part of a team to meet customers' financial and service needs, delivering an excellent customer experience.
  • You'll ensure efficient, professional service and fair outcomes, especially for vulnerable customers and help Britain prosper by making appropriate referrals and adhering to LBG priorities, regulatory requirements, and the Group's values and code of responsibility.
  • Review, verify and enter information accurately into company systems, while supporting customers in line with established processes and procedures.
  • Help customers build confidence using digital banking tools, guiding them to self-serve for their day-to-day banking needs.
  • Provide a friendly, professional and positive experience for every customer interaction.
  • Follow risk, regulatory and compliance processes to help deliver fair and consistent outcomes.
  • Take part in role-related training and development to build your knowledge, skills and confidence.

Why join us?

We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we're looking for:

  • Customer Focus - able to support customers with confidence, care and professionalism, including handling more complex enquiries using established procedures.
  • Communication Skills - comfortable building positive relationships with customers and colleagues, both in person and through other communication channels.
  • Accuracy and Attention to Detail - able to complete administrative and data processing tasks accurately, including working with company systems and records.
  • Organisation Skills - able to manage routine tasks efficiently, follow processes and support others where needed.
  • Risk and Compliance Awareness - understands the importance of following processes, systems and procedures, and raising any concerns appropriately.
  • Willingness to Learn - keen to develop skills and knowledge through training, feedback and day-to-day experience.

This is a place for you: Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop.

Benefits include:

  • A generous pension contribution of up to 15%
  • An annual performance-related bonus
  • Share schemes including free shares
  • Benefits you can adapt to your lifestyle, such as discounted shopping
  • 22 days' holiday, with bank holidays on top
  • A range of wellbeing initiatives and generous parental leave policies.

Ready for a career where you'll learn and thrive? At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Personal Banker employer: Lloyd's

Lloyd's is an exceptional employer that fosters a collaborative work culture, allowing you to lead complex programmes in a dynamic environment. With a strong focus on employee well-being and professional growth, we offer comprehensive benefits including healthcare, a generous pension, and opportunities for continuous development, all within the vibrant setting of Greater London.

Lloyd's

Contact Details:

Lloyd's Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Banker

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Lloyd's. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Personal Banker

Customer Focus
Communication Skills
Accuracy and Attention to Detail
Organisation Skills
Risk and Compliance Awareness
Willingness to Learn
Teamwork

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyd's.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Lloyd's's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Lloyd's

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyd's.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Lloyd's will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Lloyd's employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.