Personal Banker

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

Job summary

A reputable banking institution in Manchester is seeking a motivated Personal Banker. This role focuses on delivering exceptional customer service and developing client relationships in a fully office-based environment. Ideal candidates will have strong networking and sales skills, as well as the ability to discuss financial needs. This position offers the chance to make a significant impact on customers' financial journeys.

Qualifications

• Motivated and customer-focused individual.
• Previous experience in banking or retail sales preferred.

Responsibilities

• Identify and pursue sales opportunities.
• Deliver outstanding customer service.
• Handle customer queries and complaints.
• Promote banking products and services.
• Support business development initiatives.
• Process new account applications and service requests.
• Operate cash services and maintain registers.

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 attitude

Job description

Job Title: Personal Banker
Location: Manchester (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 Manchester 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.