Personal Banker

LJ Recruitment; Birmingham; On-site; GBP 25,000 - 32,000; Full time

Job summary

A recruitment agency is seeking a Personal Banker to join a busy branch in Birmingham. The ideal candidate should have strong customer service and sales skills, with experience in retail banking preferred. The role involves proactively identifying customer needs and delivering exceptional service to build lasting relationships. This is a permanent, fully office-based position.

Qualifications

• Excellent customer service and interpersonal skills.
• Experience in retail banking or financial services (preferred).
• Familiarity with AML procedures and customer onboarding processes (advantageous).

Responsibilities

• Proactively identify sales opportunities through referrals.
• Deliver superior customer service via phone, email, and in-branch.
• Build strong client relationships and promote a customer-centric environment.
• Handle account opening applications and service requests.
• Process remittances and ensure operational procedures are followed.

Skills

Customer service skills

Sales mindset

Interpersonal skills

Problem-solving abilities

Education

Experience in retail banking or financial services

Job description

Birmingham | Full-Time | Office-Based | Permanent Role

Are you passionate about delivering exceptional customer service and building strong financial relationships? A fantastic opportunity has arisen for a Personal Banker to join a busy branch team in Birmingham on a permanent, fully office-based basis.

This role is ideal for a customer-focused individual with strong sales skills and a desire to work in a dynamic, client-facing environment.

About the Role

As a Personal Banker, you will play a key role in supporting the branch''s sales objectives by providing outstanding customer service and nurturing lasting client relationships. You'll be the first point of contact for both new and existing customers, identifying their financial needs and offering suitable banking products and services.

Key Responsibilities

• Proactively identify sales opportunities through referrals, internal networks, and personal connections
• Deliver superior customer service via phone, email, and in-branch interactions
• Build strong client relationships and promote a customer-centric environment in the branch
• Handle account opening applications, service requests, and AML documentation
• Process remittances and postal banking services, ensuring all operational procedures are followed
• Maintain accurate cash handling practices, including high-value transactions and register records
• Attend and support business development and networking events to promote branch growth
• Assist colleagues and provide cover for other Personal Bankers or clerical staff when required
• Actively cross-sell banking products to meet customer needs

What We're Looking For

Excellent customer service and interpersonal skills. Strong sales mindset with the ability to identify and act on opportunities. Confident communicator with the ability to build trust and rapport. Experience in retail banking or financial services (preferred). Organised and detail-oriented with strong problem-solving abilities. Ability to manage multiple tasks and work independently in a fast-paced branch environment. Familiarity with AML procedures and customer onboarding processes (advantageous).

What You'll Bring

• A proactive, self-motivated attitude
• Strong networking and relationship-building skills
• The ability to understand and meet customers' financial needs
• Flexibility to support different areas of branch operations when needed

Working Hours & Location

Location: Birmingham (100% office-based)
Contract: Permanent, full-time
Reporting to: Area Branch Manager

Ready to Apply?

If you thrive in a customer-facing role and want to be part of a supportive and professional branch team, this could be the perfect next step in your banking career. Apply today to be considered for this exciting opportunity!