Personal Banking & Financial Wellness Advisor

1ST SUMMIT BANK; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A regional banking institution is seeking a dedicated customer service representative to enhance customer relations and support banking operations. The role involves advising customers on financial products, performing transactions, and ensuring compliance with security procedures. Ideal candidates will possess strong communication and organizational skills, alongside a degree or relevant experience. Competitive compensation is offered in a supportive team environment.

Qualifications

• Must have excellent verbal and written communication skills.
• Possess exceptional organizational skills and attention to detail.
• Basic computer and digital awareness required.

Responsibilities

• Attract and serve customers by providing financial wellness guidance.
• Respond to customer requests promptly and efficiently.
• Open and complete transactions on the teller processing system.

Skills

Excellent verbal and written communication skills

Exceptional organizational skills

Basic computer skills

Typing 40 wpm

Results oriented

Manual dexterity and numerical skills

Knowledge of all products and services

Positive and enthusiastic attitude

Ability to multi-task

Proficient with Microsoft Office Suite

Education

Degree or equivalent

1-3 years of experience preferred

Job description

A regional banking institution is seeking a dedicated customer service representative to enhance customer relations and support banking operations. The role involves advising customers on financial products, performing transactions, and ensuring compliance with security procedures. Ideal candidates will possess strong communication and organizational skills, alongside a degree or relevant experience. Competitive compensation is offered in a supportive team environment.