Personal Banker

Personal Banker

Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Quantum Group

At a Glance

  • Tasks: Assist clients with banking needs and build strong relationships to drive sales.
  • Company: International Bank located in Golders Green, focused on customer care.
  • Benefits: Competitive salary, career growth, and a dynamic work environment.
  • Other info: Opportunity to develop professionally while working in a supportive atmosphere.
  • Why this job: Join a team that values customer relationships and offers real impact in banking.
  • Qualifications: Strong networking, sales, and communication skills; retail experience preferred.

The predicted salary is between 36000 - 60000 £ per year.

JOB ROLE To assist the branch in meeting its sales objectives by delivering 1st class customer care to new clients by developing and strengthening new clients’ relationships. JOB RESPONSIBILITY · Identifies and pursues sales opportunities through client referrals, internal networks, corporate relationships, and personal network. · Delivers superior customer service · Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries · Identifies and pursues opportunities to cross sell products and services to existing clients, through regular telephone &/or face to face contact and on-going relationship building. · To support the branch’s business development initiatives by promoting and attending business development and sales events. · Responsible for operating cash and attending to customers and maintenance of the cash register, ensuring compliance with the policies and procedures of the bank. · Responsible for processing of deposit, loan, and Remittances. · Undertakes any other responsibility as delegated by the Area Branch Manager or so designated senior officer COMPETENCY · Experience in a role within Banking/ Financial Industry is must. · Excellent Interpersonal skills. · Excellent oral and written communication skills. · Ability to establish credibility and rapport; be friendly and personable and looks for ways to benefit the customer’s financial relationship. · Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills. · Understands how to present features, and benefits of products and services to customers with differing needs. KEY INTERACTIONS/NETWORKS · Works closely with all the stakeholders in the branch and be an active member of the branch jigsaw. · Will be involved in the external activities such as customer visits, business events,and corporate visits. · Reporting directly to Area Branch Manager but will work closely with BDM & Head of Sales. PERSON SPECIFICATION · Prior experience in a similar role would be advantageous

Personal Banker employer: Quantum Group

As a leading International Bank based in London, we pride ourselves on fostering a dynamic work environment that encourages professional growth and collaboration. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for advancement within the organisation. With a strong focus on ethical practices and a supportive team culture, we offer a rewarding career path for those looking to make a meaningful impact in the commercial real estate sector.

Quantum Group

Contact Details:

Quantum Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Banker

Tip Number 1

Network like a pro! Get out there and connect with people in the banking industry. Attend local events, join online forums, and don’t be shy about reaching out to current Personal Bankers on LinkedIn. You never know who might have the inside scoop on job openings!

Tip Number 2

Practice your pitch! When you meet potential employers or clients, make sure you can confidently explain how your skills can help them achieve their goals. Tailor your message to highlight your customer care and sales abilities – that’s what they want to hear!

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your great fit for the Personal Banker position.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Personal Banker role. Plus, applying directly shows your commitment and interest in being part of our team at the bank.

We think you need these skills to ace Personal Banker

Customer Care
Sales Skills
Networking Skills
Interpersonal Skills
Oral Communication Skills
Written Communication Skills
Retail Sales Experience

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Personal Banker role. Highlight your sales skills, customer service experience, and any relevant banking knowledge. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and explain why you're passionate about providing top-notch customer care. Let us know how you can help us meet our sales objectives.

Showcase Your Networking Skills:Since networking is key for this role, mention any relevant connections or experiences that demonstrate your ability to build relationships. We love seeing candidates who can leverage their networks to benefit our clients!

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 the role. We can’t wait to see what you bring to the table!

How to prepare for a job interview at Quantum Group

Know Your Products Inside Out

Before the interview, make sure you’re familiar with the bank's products and services. Understand their features and benefits so you can confidently discuss how they can meet clients' needs. This will show your potential employer that you're proactive and knowledgeable.

Showcase Your Customer Service Skills

Prepare examples from your past experiences where you delivered exceptional customer service. Highlight situations where you resolved issues or built strong relationships with clients. This will demonstrate your ability to foster a welcoming atmosphere and handle customer queries effectively.

Practice Your Networking Techniques

Since networking is key for this role, think of ways you've successfully built relationships in the past. Be ready to discuss how you would identify and pursue sales opportunities through referrals and personal connections. This will illustrate your proactive approach to client acquisition.

Be Ready for Role-Playing Scenarios

Expect to engage in role-playing during the interview, where you might have to handle a mock customer interaction. Practice responding to various customer scenarios, focusing on your listening skills and ability to ask the right questions. This will help you shine as a personable and credible candidate.