Personal Banker

Anaplan; Hatfield; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services provider is looking for a Senior Personal Banker in Hatfield. You will support customers through digital channels and in-person, enhancing their banking experience while conducting Financial Health checks. The ideal candidate will have strong customer service skills, an ability to build relationships, and excellent communication skills. This role offers a generous holiday entitlement and various benefits, along with opportunities for professional development.

Benefits

Flexible reward programme

36 days holiday entitlement

Monthly retirement fund contribution

Qualifications

• Experience of working in a customer service environment with the ability to thrive under pressure.
• Ability to build rapport and trust with customers in both face-to-face and virtual environments.
• Excellent communication and interpersonal skills.

Responsibilities

• Support customers via video banking and face-to-face.
• Conduct Financial Health checks and review customer accounts.
• Identify suitable products and services for customers.

Skills

Customer service experience

Ability to build relationships

Excellent communication skills

Planning and organizational skills

Job description

Senior Personal Banker

Join us as a Senior Personal Banker in Ashton Under Lyne.

• You’ll proactively support customers, helping them realise the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection.
• With no two days the same, you can expect lots of variety as you help us deliver a banking service that's beyond what's expected.
• We’ll support you to achieve the Professional Bankers Certificate and build on your existing skills with a full training and development programme.
• This job does not meet Skilled Worker visa sponsorship requirements.

What you’ll do

As a Senior Personal Banker aligned to one of our branches, you’ll be in the perfect place to build great relationships with our customers, as well as proactively promote the benefits of our growing range of digital services to simplify and enhance their banking experience. Our customers will look to you to support them in their decisions as to how they bank with us. You’ll act as a trusted expert, providing them with the knowledge they need to make the most of their money. With an emphasis on the delivery of our popular and insightful Financial Health check, you’ll make sure they’re fully informed when it comes to the products and services we offer.

• Meeting and supporting customers via video banking from home or face‑to‑face in a branch.
• Conducting Financial Health checks and reviewing customer accounts.
• Identifying products and services that are right for our customers, helping them to make the most of their money and savings.
• Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection.
• Completing outbound care calls to customers to grow and maintain the relationship.

What we’re looking for

• Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction.
• The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls.
• The ability to build rapport and trust with customers in both face‑to‑face and virtual environments and provide them with the right options for their circumstances.
• Excellent communication and interpersonal skills with a genuine interest in building relationships.
• Excellent planning and organisational skills.

What we’ll offer

You’ll also benefit from:

• A range of protection, healthcare and lifestyle benefits through NatWest Group Benefits, our fully flexible reward programme.
• A generous holiday entitlement of 36 days, pro‑rata for hours worked.
• A monthly contribution to your retirement fund.

To find out more about the benefits we offer, check out our rewards and benefits page.