Personal Banker

Personal Banker

Swansea Full-Time 26350 - 26350 £ / year (est.) No home office possible
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NatWest Group

At a Glance

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

The predicted salary is between 26350 - 26350 £ per year.

Join us as a Senior Personal Banker in Swansea. 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.

We’re looking for:

  • Organised, self‑motivated and diligent individuals with a passion for delivering excellent customer service in every interaction.
  • 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.
  • Experience of working with the Microsoft Office suite, customer databases and software programmes.
  • Proactive and capable of prioritising well, making decisions on the most effective use of time, and working unsupervised.

Compensation and Benefits:

You’ll join us on a competitive salary starting at £26,350, pro rata for the hours you work. Benefits include:

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

Your working pattern:

You’ll be 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 8 am and 8 pm and will include some bank holidays. This is an office‑first job, so all of your time will be spent in the branch.

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.

Personal Banker employer: NatWest Group

As a Senior Personal Banker in Swansea, you'll be part of a dynamic team dedicated to delivering exceptional customer service and enhancing the banking experience through innovative digital solutions. Our supportive work culture prioritises your professional growth with comprehensive training programmes and opportunities for career advancement, all while enjoying generous benefits such as 36 days of holiday and a flexible rewards programme. Join us to make a meaningful impact in our customers' financial journeys while working in a vibrant community-focused environment.
NatWest Group

Contact Detail:

NatWest Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Banker

✨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 enthusiasm for what they do.

✨Tip Number 2

Practice your communication skills! Whether it’s face-to-face or video calls, being able to build rapport quickly is key. Try role-playing with a friend to get comfortable with discussing financial products and services.

✨Tip Number 3

Be proactive in your follow-ups! After any interviews or meetings, send a quick thank-you note. It shows you’re keen and helps keep you on their radar as they make decisions.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest roles we have available, so you won’t miss out!

We think you need these skills to ace Personal Banker

Customer Service
Financial Health Checks
Relationship Building
Communication Skills
Interpersonal Skills
Organisational Skills
Microsoft Office Suite
Coaching Skills
Proactive Problem Solving
Time Management
Adaptability
Sales Skills
Attention to Detail
Decision-Making Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Personal Banker role. Highlight your customer service experience and any relevant financial knowledge to show us you’re the right fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about banking and how you can help our customers. Be genuine and let your personality come through.

Showcase Your Communication Skills: As a Senior Personal Banker, communication is key. In your application, demonstrate your ability to build relationships and explain complex financial concepts in simple terms. We want to see how you connect with customers!

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people quickly. Don’t miss out on this opportunity!

How to prepare for a job interview at NatWest Group

✨Know Your Stuff

Make sure you’re familiar with the bank's services, especially the digital channels and financial products. Brush up on common banking terms and concepts, so you can confidently discuss how they benefit customers.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you’ve gone above and beyond for customers. Highlight your ability to build rapport and trust, as this is crucial for a Senior Personal Banker role.

✨Practice Your Communication

Since you'll be meeting customers both face-to-face and via video banking, practice clear and friendly communication. Consider doing mock interviews with friends or family to refine your approach.

✨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 needs or complex financial situations.

Personal Banker
NatWest Group
Location: Swansea
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