Personal Banker

LJ Recruitment; Tyseley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency seeks a Personal Banker for a busy branch in Birmingham. The role involves delivering exceptional customer service, identifying sales opportunities, and managing client relationships in a full-time, office-based environment. Ideal candidates have strong sales skills and experience in retail banking or financial services.

Qualifications

• Experience in retail banking or financial services preferred.
• Organised and detail-oriented with strong problem-solving abilities.
• Familiarity with AML procedures and customer onboarding processes advantageous.

Responsibilities

• Identify sales opportunities through referrals and personal connections.
• Deliver superior customer service via phone, email, and in-branch.
• Build strong client relationships and promote a customer-centric environment.
• Handle account applications and service requests.
• Process remittances and maintain accurate cash handling.

Skills

Customer service

Sales skills

Interpersonal skills

Problem-solving

Job description

Overview

Personal Banker - Permanent

Birmingham | Full-Time | Office-Based | Permanent Role

Are you passionate about delivering exceptional customer service and building strong financial relationships? A fantastic opportunity has arisen for a Personal Banker to join a busy branch team in Birmingham on a permanent, fully office-based basis. This role is ideal for a customer-focused individual with strong sales skills and a desire to work in a dynamic, client-facing environment.

Responsibilities

• Proactively identify sales opportunities through referrals, internal networks, and personal connections
• Deliver superior customer service via phone, email, and in-branch interactions
• Build strong client relationships and promote a customer-centric environment in the branch
• Handle account opening applications, service requests, and AML documentation
• Process remittances and postal banking services, ensuring all operational procedures are followed
• Maintain accurate cash handling practices, including high-value transactions and register records
• Attend and support business development and networking events to promote branch growth
• Assist colleagues and provide cover for other Personal Bankers or clerical staff when required
• Actively cross-sell banking products to meet customer needs

What We're Looking For

• Excellent customer service and interpersonal skills
• Strong sales mindset with the ability to identify and act on opportunities
• Confident communicator with the ability to build trust and rapport
• Experience in retail banking or financial services (preferred)
• Organised and detail-oriented with strong problem-solving abilities
• Ability to manage multiple tasks and work independently in a fast-paced branch environment
• Familiarity with AML procedures and customer onboarding processes (advantageous)

What You'll Bring

• A proactive, self-motivated attitude
• Strong networking and relationship-building skills
• The ability to understand and meet customers' financial needs
• Flexibility to support different areas of branch operations when needed

Working Hours & Location

Location: Birmingham (100% office-based)

Contract: Permanent, full-time

Reporting to: Area Branch Manager

Ready to Apply?

If you thrive in a customer-facing role and want to be part of a supportive and professional branch team, this could be the perfect next step in your banking career. Apply today to be considered for this exciting opportunity