Banking Specialist: Drive Sales & Client Accounts
Banking Specialist: Drive Sales & Client Accounts

Banking Specialist: Drive Sales & Client Accounts

Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide excellent customer service and promote bank products while managing daily banking operations.
  • Company: A regional financial institution with a strong focus on community and client satisfaction.
  • Benefits: Entry-level position with opportunities for growth and development in the banking sector.
  • Why this job: Join a dynamic team and make a difference in customers' financial journeys.
  • Qualifications: High school diploma required; experience in finance is a plus.
  • Other info: Great opportunity for career advancement in a supportive environment.

The predicted salary is between 28800 - 43200 Β£ per year.

A regional financial institution is hiring a Universal Banker in Sefton, England. This entry-level position focuses on customer service and meeting sales targets while handling day-to-day banking operations.

Candidates should have a high school diploma and ideally some experience in a financial setting. The role involves:

  • Greeting customers
  • Promoting bank products
  • Ensuring compliance with regulations
  • Significantly contributing to customer satisfaction

Banking Specialist: Drive Sales & Client Accounts employer: TS Banking GroupTreynor

As a regional financial institution, we pride ourselves on fostering a supportive and dynamic work environment in Sefton, England. Our commitment to employee growth is evident through comprehensive training programmes and opportunities for advancement within the banking sector. We value teamwork and customer satisfaction, ensuring that our staff are equipped with the tools they need to succeed while enjoying a fulfilling career in finance.
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Contact Detail:

TS Banking GroupTreynor Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Banking Specialist: Drive Sales & Client Accounts

✨Tip Number 1

Get to know the company! Research the regional financial institution and understand their values, products, and services. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your customer service skills! Since this role is all about greeting customers and ensuring satisfaction, think of scenarios where you can demonstrate your ability to handle different customer interactions. Role-playing with a friend can be super helpful!

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend local banking events. Building relationships can give you insider info about the company culture and even lead to referrals, which can boost your chances of landing the job.

✨Tip Number 4

Apply through our website! We make it easy for you to submit your application directly, and it shows that you're serious about the position. Plus, you'll have access to any updates or additional resources we provide to help you succeed in the hiring process.

We think you need these skills to ace Banking Specialist: Drive Sales & Client Accounts

Customer Service
Sales Skills
Banking Operations
Regulatory Compliance
Product Promotion
Customer Satisfaction
Communication Skills
Attention to Detail

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights any relevant experience in customer service or sales. We want to see how you can drive sales and contribute to client accounts, so don’t be shy about showcasing your skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Universal Banker role and how your background aligns with our values. We love seeing genuine enthusiasm!

Showcase Your Customer Service Skills: Since this role is all about customer satisfaction, make sure to include examples of how you've gone above and beyond for customers in the past. We’re looking for those who can really connect with clients!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at TS Banking GroupTreynor

✨Know Your Banking Basics

Brush up on your knowledge of banking products and services. Understand the basics of savings accounts, loans, and customer service principles. This will help you confidently answer questions and show that you're genuinely interested in the role.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you've excelled in customer service. Think about how you handled difficult situations or went above and beyond for a customer. This will demonstrate your ability to contribute to customer satisfaction.

✨Understand Sales Targets

Familiarise yourself with the concept of sales targets in a banking context. Be ready to discuss how you would approach meeting these targets while maintaining excellent customer service. This shows that you’re not just focused on sales but also on building relationships.

✨Dress the Part

First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart appearance can boost your confidence and set a positive tone for the interview.

Banking Specialist: Drive Sales & Client Accounts
TS Banking GroupTreynor
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