Senior Personal Banker — Digital Banking & Wealth Guidance

Career Choices Dewis Gyrfa Ltd; Southport; On-site; CAD 48,000 - 56,000; Full time

Job summary

A leading financial services provider in Southport is seeking a Senior Personal Banker to enhance customer relationships and provide tailored banking solutions. This role emphasizes proactive customer support via both digital channels and in-branch interactions. The successful candidate will thrive under pressure, possess excellent communication skills, and be committed to improving customer experiences. A competitive salary and a range of benefits, including flexible working hours and holiday entitlement, are offered.

Benefits

Flexible reward programme

Generous holiday entitlement

Retirement fund contribution

Qualifications

• Experience in a customer service environment focusing on satisfaction.
• Ability to coach branch teams for customer relationship growth.
• Capacity to build rapport with customers in diverse environments.

Responsibilities

• Support customers via video banking and in-branch.
• Conduct Financial Health Checks and review accounts.
• Identify suitable products for customer needs.
• Complete outbound care calls to maintain relationships.

Skills

Customer service experience

Ability to thrive under pressure

Communication and interpersonal skills

Planning and organizational skills

Job description

A leading financial services provider in Southport is seeking a Senior Personal Banker to enhance customer relationships and provide tailored banking solutions. This role emphasizes proactive customer support via both digital channels and in-branch interactions. The successful candidate will thrive under pressure, possess excellent communication skills, and be committed to improving customer experiences. A competitive salary and a range of benefits, including flexible working hours and holiday entitlement, are offered.