Senior Personal Banker: Digital Banking & Mortgage Guidance

NatWest Group; Kendal; On-site; GBP 10,000 - 40,000; Full time

Job summary

A major banking institution in Kendal is seeking a Senior Personal Banker to assist customers in maximizing their financial services and enhance their banking experience. In this role, you will conduct Financial Health checks and provide personalized advice to improve their financial well-being. The ideal candidate has strong customer service skills and the ability to build relationships in various environments. This position offers a competitive salary and excellent benefits.

Benefits

Flexible reward programme

36 days holiday entitlement

Monthly retirement fund contribution

Qualifications

• Experience working in a customer service environment.
• Proven ability to achieve customer satisfaction.
• Ability to coach a team in customer relationship management.

Responsibilities

• Proactively support customers via video banking or face-to-face.
• Conduct Financial Health checks and review customer accounts.
• Identify suitable financial products for customers.

Skills

Customer service experience

Ability to work under pressure

Excellent communication skills

Interpersonal skills

Organizational skills

Job description

A major banking institution in Kendal is seeking a Senior Personal Banker to assist customers in maximizing their financial services and enhance their banking experience. In this role, you will conduct Financial Health checks and provide personalized advice to improve their financial well-being. The ideal candidate has strong customer service skills and the ability to build relationships in various environments. This position offers a competitive salary and excellent benefits.