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Job verified 2 days ago

Personal Banker

LJ Recruitment·Birmingham (West Midlands (Region))On-sitepermanent
£27 000 / year
Vox Summary
  • Role Overview: Supports branch sales objectives by providing customer service, building relationships, handling account openings, and promoting banking products.
  • Key Requirements: Excellent customer service skills, strong sales mindset, retail banking experience preferred, organized, familiar with AML procedures, and able to work independently.
  • Conditions & Benefits: Full-time, permanent, office-based role in Birmingham, with flexibility to support branch operations and attend networking events.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Personal Banker - Permanent 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. About the RoleAs 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. Key Responsibilities • 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 What We're Looking For 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) What You'll Bring • 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 Working Hours & Location Location: Birmingham (100% office-based) Contract: Permanent, full-time Reporting to: Area Branch Manager Ready to Apply?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!

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Original source
reed.co.uk
Posted
Jul 22, 2026 · true date
Last verified
2 days ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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