Personal Banker - Oldham

The Co-operative Bank plc; Oldham; On-site; GBP 20,000 - 30,000; Full time

Job summary

An ethical banking provider is seeking a Personal Banker in Oldham. The role involves managing customer portfolios, conducting financial health checks, and processing banking applications. Ideal candidates will have a strong focus on customer service, effective communication skills, and proactive problem-solving abilities. The position is a full-time, 12-month fixed-term contract, offering the opportunity to contribute positively to customers' financial management.

Qualifications

• High levels of energy, resilience and self-motivation.
• Detailed knowledge of banking processes and regulations is advantageous.
• Proactive approach to educating and supporting customers.

Responsibilities

• Manage a portfolio of customers and assist in optimizing bank accounts.
• Conduct financial health checks.
• Process applications for banking products.

Skills

Excellent customer service

Communication skills

Problem-solving skills

Cash handling

Computer literate

Job description

Overview

Personal Banker

Location: Oldham

Contract: 12 month fixed term contract

Full Time - 35 hours per week - Monday-Friday + every other Saturday

Closing Date: 12 December 2025

Want to change the world? Choose a career that makes a difference

At The Co-operative Bank we’re proud to be different. We’re proud of our values and ethics, and our unique, customer-led Ethical Policy that shapes everything we do.

Born out of the co-operative movement over 150 years ago, you could say that doing the right thing has always been our thing. We don’t just help people with their money, but help people fight for justice and the causes they care about.

We put people at the heart of every decision we make and there’s never been a more important time for our Bank to stand up for the causes that matter most to our customers, colleagues and partner organisations.

Join us and help us continue to make progress in environmental and societal change, all with the UK’s original ethical bank.

Responsibilities

• Conducting financial health checks
• You will manage a portfolio of customers and aid them in opening, managing and optimizing their bank accounts. Overseeing / monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value
• Helping customers realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as protection
• Processing applications for various banking products, such as current, savings and credit accounts
• Fulfilling customer’s requests such as the verification of bank account details and printing documents for account terms and conditions
• Discussing bank policies and procedures and any changes affecting policies and procedures
• Referring customers to in-house experts and / or relevant bank departments as and when necessary / in the event of any specialized needs
• Resolving queries and complaints about accounts and banking services
• Performing routine administrative duties as required

Knowledge, skills and experience required

• Positive and enthusiastic approach to excellent customer service
• High levels of energy, resilience and self-motivation
• Excellent verbal and written communication skills
• The ability to achieve defined objectives / targets on a weekly and monthly basis
• Proven problem solving and analytical skills
• Detailed knowledge of banking processes, rules and regulations (this would be advantageous)
• Cash handling experience
• Computer literate with the ability to navigate confidently and quickly around multiple systems whilst speaking to customers
• The ability to adapt quickly and juggle multiple tasks from opening new accounts to advising on products and services and dealing with a wide range of customer queries
• Proactive approach to educating and supporting customers in relation to the different ways of managing their finances, as well as going out into the community

Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We are a Disability Confident Employer.

As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.

Please note we may withdraw this vacancy once sufficient applications have been reached.