Personal Banker

Job Title: Personal Banker

Location: Stafford

Starting Salary: £23,000 plus enhanced pay for working on a weekend, annual bonus, 27 days holiday rising to 30 days plus bank holidays and a fantastic range of benefits

Contract: Permanent

Work Pattern: Full Time (35 hours per week – Mon, Tues, Thurs, Fri and Sat morning with time given back in lieu

Who we are:

Formed in 1872 in Victorian Rochdale, our bank was built on co-operative values that still stand today. A lot has happened in 150 years, and we’ve been there through it all. Not just helping people with their money, but helping people fight for justice and the causes they care about. We are the only UK high street bank with a customer-led Ethical Policy; one of the main reasons our customers choose to bank with us.

We are the bank for people with purpose. From supporting local communities to tackling climate change, all our colleagues and customers have a say in who we are and how we do business. Ethical then, ethical now, ethical always.

We understand that banking in a branch is all about the customer experience. What our customers see, hear and feel and is not just simply a transaction. That’s why Moneyfacts have awarded us the ‘Branch Network of the Year’ several times.

Role purpose:

We are looking for a customer-orientated Personal Banker to work closely with our customers to determine their banking needs and to provide an individualized service by providing tailored banking solutions.

You will act as a trusted expert, proactively providing customers with the knowledge they need to make the most of their money and making sure they are fully informed when it comes to the products and services we offer. You will build and maintain long-term relationships with them and effectively and efficiently resolve any issues regarding their accounts, in order to ensure maximum customer satisfaction.

What you can expect from us:

• 27 days holiday at start, rising to 30 days (pro-rata) plus bank holidays
• Competitive pension / income protection / life assurance
• 2 paid days for volunteering per year
• Strong career path within Financial Services
• Family friendly policies and supportive working environment
• Recognition scheme and a culture in which we celebrate success
• Active network groups, ran by colleagues for colleagues
• You will enjoy a comprehensive structured training programme and on-going coaching and support to enhance your development and open up progression opportunities. When you're ready and have mastered your current role, we’ll help take your career to the next level.

What you will do as a Personal Banker:

• You will manage a portfolio of customers and aid them in opening, closing, managing and optimizing their bank accounts, overseeing/monitoring their financial transactions and pro-actively managing their financial needs, recommending and identifying opportunities to add value. From being their first point of contact to assisting them through life events, to acting upon feedback received from them.
• Helping customer realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as home buying and protection
• Pursue leads and potential customer to expand services and products offered by the Bank
• Prepare documentation to open or close accounts, including obtaining signatures and assigning account numbers when necessary.
• Process applications for credit cards, safe deposit boxes, loan requests etc.
• Fulfil customer’s requests such as the verification of bank account details and the printing of account statements
• Discuss bank policies and procedures and any changes affecting policies and procedures with customers
• Conduct financial health checks
• Refer customers to in-house financial 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
• Perform other routine administrative duties (such as data entry into in-house software)

This is a great opportunity to shine and demonstrate:

• High levels of energy, resilience and self-motivation
• Exceptional customer relationship, service, sales/negotiation skills
• Proven problem solving and analytical skills
• Detailed knowledge of banking processes, rules and regulations (this would be advantageous)
• Proficiency in using MS Office software
• Excellent verbal and written communication skills
• Multi-tasking and time-management skills

This role won’t be around for long, so we would advise to get your application to us as soon as possible by applying today.

Unfortunately, we can only consider candidates with the right to work in the UK at this time.

Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We welcome applications from talented individuals from all backgrounds and lifestyles who can work with us in maintaining a culture of belonging, where people are valued and respected.

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.

Job Type: Full-time

Salary: From £23,000.00 per year

Application question(s):

• Do you have any disabilities that may require any special adjustments either at interview stage or within the workplace?

Work Location: In person