Senior Personal Banker — Remote & Financial Health Expert in Exeter

Senior Personal Banker — Remote & Financial Health Expert in Exeter

Exeter Full-Time 28475 - 28475 £ / year (est.) No working from home possible
NatWest Group

At a Glance

  • Tasks: Support customers with their financial needs and promote digital banking services.
  • Company: Join a leading bank with a focus on customer service and innovation.
  • Benefits: Competitive salary, flexible benefits, generous holiday entitlement, and retirement contributions.
  • Other info: Comprehensive training programme and opportunities for career growth.
  • Why this job: Make a real difference in customers' lives while developing your career in banking.
  • Qualifications: Experience in customer service and strong communication skills required.

The predicted salary is between 28475 - 28475 £ per year.

Join us as a Senior Personal Banker in Exeter. You’ll proactively support customers, helping them realise the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection. With no two days the same, you can expect lots of variety as you help us deliver a banking service that’s beyond what’s expected. We’ll support you to achieve the Professional Bankers Certificate and build on your existing skills with a full training and development programme.

What you'll do

  • Meeting and supporting customers via video banking from home or face to face in a branch.
  • Conducting Financial Health checks and reviewing customer accounts.
  • Identifying products and services that are right for our customers, helping them to make the most of their money and savings.
  • Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection.
  • Completing outbound care calls to customers to grow and maintain the relationship.

The skills you'll need

  • We’re looking for organised, self‑motivated and diligent individuals with a passion for delivering excellent customer service in every interaction.
  • You’ll also be motivated and driven to develop your own career and meet branch and personal goals.
  • As a trusted adviser you’ll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of banking.
  • Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction.
  • The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls.
  • The ability to build rapport and trust with customers in both face to face and virtual environments and provide them with the right options for their circumstances.
  • Excellent communication and interpersonal skills with a genuine interest in building relationships.
  • Excellent planning and organisational skills.

How we'll reward you

You’ll join us on a competitive salary starting of £28,475, pro rata for the hours you work. You’ll also benefit from:

  • A range of protection, healthcare and lifestyle benefits through Natwest Group Benefits, our fully flexible reward programme.
  • A generous holiday entitlement of 36 days, pro rata for hours worked.
  • A monthly contribution to your retirement fund.

What else you need to know

Your working pattern: You're joining an incredible network of colleagues who are here for our customers whenever and wherever they need us. You’ll need to be flexible in terms of the shifts you do and the hours you work, which will be between the hours of 8am and 8pm and will include some bank holidays.

Your learning journey: Your journey starts with a comprehensive training programme where you’ll gain a range of new skills, and the confidence to use them. You’ll benefit from ongoing coaching and support, and study towards a recognised external qualification that will open the door to further career opportunities too.

Senior Personal Banker — Remote & Financial Health Expert in Exeter employer: NatWest Group

As a Senior Personal Banker with us in Exeter, you'll be part of a dynamic team dedicated to delivering exceptional customer service through innovative digital solutions. We pride ourselves on fostering a supportive work culture that prioritises employee growth, offering comprehensive training programmes and the opportunity to achieve professional qualifications. With generous benefits including 36 days of holiday and a flexible reward programme, we ensure our employees feel valued and empowered to thrive in their careers.

NatWest Group

Contact Details:

NatWest Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Personal Banker — Remote & Financial Health Expert in Exeter

Tip Number 1

Get to know the company inside out! Research their values, services, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.

Tip Number 2

Practice makes perfect! Set up mock interviews with friends or family. Focus on common questions for a Senior Personal Banker role, and don’t forget to highlight your customer service skills and financial expertise.

Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and making a difference for our customers.

We think you need these skills to ace Senior Personal Banker — Remote & Financial Health Expert in Exeter

Customer Service Skills
Financial Knowledge
Relationship Building
Communication Skills
Interpersonal Skills
Organisational Skills
Planning Skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Personal Banker role. Highlight your experience in customer service and any relevant financial expertise, as this will show us you understand what we're looking for.

Showcase Your Skills:We want to see your excellent communication and interpersonal skills shine through. Use specific examples from your past experiences to demonstrate how you've built relationships and supported customers effectively.

Be Authentic:Let your personality come through in your application. We value genuine interest in helping customers, so don’t be afraid to share why you're passionate about banking and how you can make a difference.

Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves!

How to prepare for a job interview at NatWest Group

Know Your Stuff

Make sure you’re well-versed in the services and products offered by the company. Brush up on financial concepts, especially those related to home buying and protection, as these will likely come up during your interview.

Showcase Your Customer Service Skills

Prepare examples from your past experiences where you’ve excelled in customer service. Highlight situations where you built rapport with customers, resolved issues, or provided tailored advice, as this role is all about supporting customers effectively.

Practice Virtual Communication

Since the role involves video banking, practice your virtual communication skills. Ensure you’re comfortable speaking on camera and can convey information clearly and confidently, as this will be crucial for building trust with customers.

Demonstrate Organisational Skills

Be ready to discuss how you manage your time and prioritise tasks. Share specific strategies you use to stay organised, especially when handling multiple customer accounts or complex financial needs, as this will show you can thrive in a dynamic environment.