Senior Personal Banker & Financial Growth Advisor in Preston

Senior Personal Banker & Financial Growth Advisor in Preston

Preston Full-Time 28475 - 28475 € / year (est.) No home office possible
NatWest

At a Glance

  • Tasks: Provide exceptional customer service and conduct Financial Health checks for clients.
  • Company: Join NatWest, a leading bank focused on customer satisfaction.
  • Benefits: Generous holiday entitlement, healthcare options, and retirement contributions.
  • Other info: Flexible working hours, including bank holidays, for a balanced lifestyle.
  • Why this job: Make a real difference in customers' financial lives while growing your career.
  • Qualifications: Experience in banking or finance and strong interpersonal skills.

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

NatWest is looking for a Senior Personal Banker in Preston to provide exceptional customer service, conduct Financial Health checks, and help customers manage their financial needs. This role involves meeting customers face-to-face in the branch, identifying appropriate financial products, and conducting proactive follow-ups.

Salary starts at £28,475, with benefits including generous holiday entitlement, healthcare options, and a retirement contribution plan. Flexible working hours required, including bank holidays.

Senior Personal Banker & Financial Growth Advisor in Preston employer: NatWest

At NatWest, we pride ourselves on being an excellent employer, offering a supportive work culture that prioritises employee well-being and growth. As a Senior Personal Banker in Preston, you'll enjoy generous holiday entitlement, comprehensive healthcare options, and a robust retirement contribution plan, all while working in a dynamic environment that encourages professional development and meaningful customer interactions.

NatWest

Contact Detail:

NatWest Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Personal Banker & Financial Growth Advisor in Preston

Tip Number 1

Get to know the company! Research NatWest's values and services so you can tailor your conversations. When you walk in, show them you’re not just another candidate – you’re genuinely interested in helping their customers.

Tip Number 2

Practice your customer service skills! Since this role is all about providing exceptional service, think of examples from your past experiences where you’ve gone above and beyond for a customer. Be ready to share these stories during your chat.

Tip Number 3

Dress to impress! First impressions matter, especially in a face-to-face role like this. Make sure you look professional and approachable – it’ll set the tone for a great conversation.

Tip Number 4

Follow up after your meeting! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the team!

We think you need these skills to ace Senior Personal Banker & Financial Growth Advisor in Preston

Customer Service
Financial Health Checks
Product Knowledge
Proactive Follow-ups
Face-to-Face Communication
Financial Needs Assessment
Relationship Building

Some tips for your application 🫡

Show Your Customer Service Skills:When writing your application, make sure to highlight your experience in providing exceptional customer service. We want to see how you've gone above and beyond for customers in the past, especially in a face-to-face setting.

Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to the Senior Personal Banker role. Mention specific skills that align with conducting Financial Health checks and managing financial needs.

Be Proactive:In your application, demonstrate your proactive approach. Share examples of how you've identified financial products for customers or followed up on their needs. This shows us you’re ready to take initiative in the role!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at NatWest

Know Your Financial Products

Make sure you’re well-versed in the financial products offered by NatWest. Familiarise yourself with their features, benefits, and how they can meet customer needs. This will help you confidently discuss options during the interview.

Showcase Your Customer Service Skills

Prepare examples of how you've provided exceptional customer service in the past. Think about specific situations where you went above and beyond to help a customer, as this role heavily relies on building strong relationships.

Practice Financial Health Checks

Brush up on conducting financial health checks. Be ready to explain how you would assess a customer's financial situation and suggest appropriate solutions. This shows your proactive approach and understanding of the role.

Be Ready for Flexibility Questions

Since flexible working hours are required, be prepared to discuss your availability. Think about how you can manage your time effectively, especially during bank holidays, and convey your willingness to adapt to the branch's needs.