Personal Banker

Kennedy Pearce Consulting; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A global banking institution based in North London is seeking a Personal Banker to provide exceptional customer care and assist in meeting sales objectives. Key responsibilities include pursuing sales leads, managing client relationships, and ensuring compliance with bank policies. Candidates should possess strong networking and sales skills, as well as retail banking experience. This role requires on-site work five days a week.

Qualifications

• Strong networking, sales, and interpersonal skills.
• Ability to build rapport and understand customer needs.
• Confident in presenting products and services.

Responsibilities

• Identify and pursue sales leads via referrals and networks.
• Provide high-quality customer service through various channels.
• Cross-sell products and services to existing customers.
• Maintain AML records and required reporting.

Skills

Networking skills

Sales skills

Interpersonal skills

Education

Proven retail banking experience

Job description

Global bank based in the Golders Green/North Finchley area of London, seek a Personal Banker to assist the branch in meeting its sales objectives by delivering 1st class customer care to existing clients and by the acquisition, and retention of new clients by developing and strengthening new clients' relationships

Key Responsibilities

• Identify and pursue sales leads via referrals, networks, and events.
• Provide prompt, high-quality customer service via phone, email, and in-person.
• Build and maintain strong client relationships; handle queries and complaints effectively.
• Cross-sell products/services to existing customers.
• Represent the branch at business development and sales events.
• Process account openings (including NRI, postal services) and related documentation.
• Manage cash operations, remittances, and postal registers in compliance with bank policies.
• Maintain AML records, risk checks, and required reporting.
• Provide cover for other staff roles when needed.
• Carry out tasks assigned by the Area Branch Manager or senior officers.
• Must be located ideally in the North London area and be able to travel to the Branch 5 days a week
• Strong networking, sales, and interpersonal skills.
• Proven retail banking experience would be preferred
• Ability to build rapport and understand customer needs.
• Confident in presenting products and services to varied customer profiles.

Key Relationships

• Work closely with branch staff, BDM, Head of Sales, and Area Branch Manager.
• Engage in external visits, business events, and client meetings.

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