Personal Banker

LJ Recruitment; Ringway; On-site; GBP 23,000 - 28,000; Full time

Job summary

LJ Recruitment is seeking a motivated Personal Banker for our Manchester branch. You will be the first point of contact for customers, providing financial guidance, processing transactions, and promoting our products and services to meet client needs.

You will build lasting relationships, deliver excellent service via in-person, phone and email interactions, and support branch sales objectives while adhering to AML and banking regulations.

Qualifications

• Experience in retail banking is preferred.
• Excellent written and verbal communication.
• Ability to build trust and tailor financial solutions.
• Proactive, results-driven mindset.

Responsibilities

• Identify and pursue sales opportunities through referrals and networks.
• Provide outstanding customer service via in-person, phone, and email.
• Handle queries and resolve complaints promptly and professionally.
• Promote and cross-sell banking products to meet client needs.
• Process new account applications and AML checks.
• Support branch business development initiatives.

Skills

Networking

Sales

Interpersonal skills

Needs assessment

Retail banking

Proactive

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