Senior Personal Banker (12 months)

NatWest Group; Basildon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading banking institution in Basildon seeks a Senior Personal Banker to support customers through digital channels and personal interactions. This role involves conducting Financial Health Checks and identifying suitable products to enhance customer financial decisions. Applicants should be experienced in customer service, organized, and motivated for career growth. A competitive salary and comprehensive training program are provided, along with extensive benefits.

Benefits

Flexible reward programme

Generous holiday entitlement

Monthly contribution to retirement fund

Qualifications

• Experience of working in a customer service environment.
• Ability to build rapport and trust with customers.
• Motivated to develop career and meet goals.

Responsibilities

• Proactively support customers via video banking or face to face.
• Conduct Financial Health Checks and review accounts.
• Identify products that suit customer needs.
• Complete outbound care calls to maintain relationships.

Skills

Customer service experience

Ability to work under pressure

Excellent communication skills

Strong interpersonal skills

Planning and organisational skills

Job description

Join us as a Senior Personal Banker in Basildon

• You’ll proactively support customers, helping them realise the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection
• With no two days the same, you can expect lots of variety as you help us deliver a banking service that’s beyond what’s expected
• We’ll support you to achieve the Professional Bankers Certificate and build on your existing skills with a full training and development programme
• This job does not meet Skilled Worker visa sponsorship requirements
• We’re offering this role on a temporary basis until 30th November 2026

What you'll do

As a Senior Personal Banker aligned to one of our branches, you’ll be in the perfect place to build great relationships with our customers, as well as proactively promoting the benefits of our growing range of digital services to simplify and enhance their banking experience.

Our customers will look to you to support them in their decisions as to how they bank with us. You'll act as a trusted expert, providing them with the knowledge they need to make the most of their money. With an emphasis on the delivery of our popular and insightful Financial Health Check you’ll make sure they're fully informed when it comes to the products and services we offer.

Day to day, you’ll be:

• Meeting and supporting customers via video banking or face to face in a branch
• Conducting Financial Health Checks and reviewing customer accounts
• Identifying products and services that are right for our customers, helping them to make the most of their money and savings
• Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection
• Completing outbound care calls to customers to grow and maintain the relationship

The skills you'll need

We’re looking for organised, self-motivated and diligent individuals with a passion for delivering excellent customer service in every interaction. You’ll also be motivated and driven to develop your own career and meet branch and personal goals. As a trusted adviser you’ll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of banking.

We’ll also be looking for you to demonstrate:

• Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction
• The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls
• The ability to build rapport and trust with customers in both face to face and virtual environments and provide them with the right options for their circumstances
• Excellent communication and interpersonal skills with a genuine interest in building relationships
• Excellent planning and organisational skills

How we'll reward you

You’ll join us on a competitive salary starting of £26,350, pro rata for the hours you work.

You’ll also benefit from:

• A range of protection, healthcare and lifestyle benefits through Natwest Group Benefits, our fully flexible reward programme
• A generous holiday entitlement of 36 days, pro rata for hours worked
• A monthly contribution to your retirement fund

To find out more about the benefits we offer, check out our rewards and benefits page.

What else you need to know

Your working pattern

You’re joining an incredible network of colleagues who are here for our customers whenever and wherever they need us. You’ll need to be flexible in terms of the shifts you do and the hours you work, which will be between the hours of 8am and 8pm and will include some bank holidays.

Your learning journey

Your journey starts with a comprehensive training programme where you’ll gain a range of new skills, and the confidence to use them. You’ll benefit from ongoing coaching and support, and study towards a recognised external qualification that will open the door to further career opportunities too.