Private Banker jobs in United Kingdom

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.

As a Personal Banker, you will play a key role in supporting the branch''s sales objectives by providing outstanding customer service and nurturing lasting client relationships. You'll be the first point of contact for both new and existing customers, identifying their financial needs and offering suitable banking products and services.

• 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

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).

• 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

Location: Birmingham (100% office-based)
Contract: Permanent, full-time
Reporting to: Area Branch Manager

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!