Senior Personal Banker - Financial Health & Wealth Advice in Preston
Senior Personal Banker - Financial Health & Wealth Advice

Senior Personal Banker - Financial Health & Wealth Advice in Preston

Preston Full-Time 26350 - 36890 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support customers with complex financial needs and promote digital banking services.
  • Company: Leading bank in Preston with a focus on customer service.
  • Benefits: Competitive salary starting at £26,350, generous holiday, and benefits options.
  • Why this job: Make a real difference in customers' financial health while building strong relationships.
  • Qualifications: Exceptional customer service skills and ability to deliver tailored financial advice.
  • Other info: Join a dynamic team with opportunities for personal and professional growth.

The predicted salary is between 26350 - 36890 £ per year.

A leading bank in Preston is looking for a Senior Personal Banker to support customers with complex financial needs while promoting digital services. The role requires exceptional customer service skills and the ability to build strong relationships.

You will conduct Financial Health checks and deliver tailored advice for banking products.

The position offers a competitive salary starting at £26,350 with generous holiday and benefits options.

Senior Personal Banker - Financial Health & Wealth Advice in Preston employer: NatWest

As a leading bank in Preston, we pride ourselves on fostering a supportive and inclusive work culture that prioritises employee growth and development. Our Senior Personal Bankers enjoy competitive salaries, generous holiday allowances, and a range of benefits, all while making a meaningful impact on our customers' financial health through tailored advice and exceptional service.
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Contact Detail:

NatWest Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Personal Banker - Financial Health & Wealth Advice in Preston

✨Tip Number 1

Network like a pro! Reach out to your connections in the banking sector, especially those who work at the bank you're eyeing. A friendly chat can give you insider info and might even lead to a referral.

✨Tip Number 2

Prepare for the interview by practising common questions related to financial health and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your digital skills! Since the role promotes digital services, be ready to discuss how you've used technology to enhance customer experiences in your previous roles.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Senior Personal Banker - Financial Health & Wealth Advice in Preston

Customer Service Skills
Relationship Building
Financial Health Checks
Tailored Financial Advice
Knowledge of Banking Products
Digital Services Promotion
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in customer service and financial advice. We want to see how you've helped customers with complex needs before, so don’t hold back on those examples!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Personal Banker role. Mention your passion for helping customers and how you can promote our digital services.

Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build strong relationships with customers. We love candidates who can demonstrate their knack for connecting with people and providing tailored advice.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at NatWest

✨Know Your Financial Products

Make sure you’re well-versed in the bank's range of financial products. Brush up on the specifics of loans, savings accounts, and investment options. This knowledge will help you provide tailored advice during the interview.

✨Showcase Your Customer Service Skills

Prepare examples that highlight your exceptional customer service skills. Think of situations where you’ve gone above and beyond for a customer or resolved a complex issue. This will demonstrate your ability to build strong relationships.

✨Understand Digital Services

Since the role involves promoting digital services, be ready to discuss how you can leverage technology to enhance customer experience. Familiarise yourself with the bank’s digital offerings and think about how you can encourage customers to use them.

✨Practice Financial Health Checks

Get comfortable with conducting Financial Health checks. You might be asked to walk through this process during the interview, so practice explaining it clearly and concisely. This will show your readiness to deliver tailored advice effectively.

Senior Personal Banker - Financial Health & Wealth Advice in Preston
NatWest
Location: Preston
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  • Senior Personal Banker - Financial Health & Wealth Advice in Preston

    Preston
    Full-Time
    26350 - 36890 £ / year (est.)
  • N

    NatWest

    10000+
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