Personal Banker

LJ Recruitment; City; On-site; GBP 21,000 - 26,000; Full time

Job summary

A reputable banking institution in Wolverhampton is seeking a motivated Personal Banker to deliver exceptional service and develop client relationships. This fully office-based role requires strong networking and sales skills, with responsibilities including handling transactions and promoting products. Ideal candidates will have previous retail sales or banking experience and a proactive approach. Join us to make a positive impact on customers' financial journeys.

Benefits

Career development opportunities

Responsibilities

• Proactively identify sales opportunities through referrals.
• Deliver outstanding customer service via various interactions.
• Handle customer queries and complaints promptly.
• Promote and cross-sell banking products to meet needs.
• Support business development initiatives and attend events.
• Process new account applications and service requests.
• Operate cash services and maintain accurate registers.
• Provide cover for colleagues when required.

Skills

Strong networking and sales skills

Excellent interpersonal and communication skills

Ability to establish credibility and rapport quickly

Comfortable discussing financial needs

Previous retail sales or banking experience

Results-driven with a proactive approach

Job description

Job Title: Personal Banker
Location: Wolverhampton (Fully Office Based)
Salary: 25,500 per annum
Contract: Permanent

About the Role
We are seeking a motivated and customer-focused Personal Banker to join our Wolverhampton branch. This role is central to delivering exceptional service to our existing clients, developing new client relationships, and supporting the branch in achieving its sales objectives.

As a Personal Banker, you will be the first point of contact for customers - providing financial guidance, handling transactions, and promoting our products and services. Your ability to build trust, maintain professionalism, and go the extra mile will make you a valued member of our team.

Key Responsibilities

• Proactively identify and pursue sales opportunities through referrals, networks, and events.

• Deliver outstanding customer service via phone, email, and face-to-face interactions.

• Handle customer queries and complaints promptly and professionally.

• Promote and cross-sell banking products and services to meet customer needs.

• Support business development initiatives, including attending events and networking activities.

• Process new account applications, service requests, and AML checks.

• Operate cash services, maintain accurate registers, and process remittances.

• Provide cover for colleagues when required and undertake delegated responsibilities from senior management.

Skills & Competencies

• Strong networking and sales skills.

• Excellent interpersonal and communication skills (both written and verbal).

• Ability to establish credibility and rapport quickly.

• Comfortable discussing financial needs and tailoring solutions for customers.

• Previous retail sales or banking experience preferred.

• Results-driven with a proactive, self-motivated approach.

Reporting Line
Reports directly to the Area Branch Manager and works closely with the Business Development Manager and Head of Sales.

Why Join Us?
This is a fantastic opportunity to join a reputable banking institution where you'll be supported to develop your career, build lasting client relationships, and make a positive impact on our customers' financial journeys.