Personal Banker
Posted on May 15, 2026 by CV-Library
Gospel End, Staffordshire, United Kingdom
Accountancy
Immediate Start
£27k - £28k Annual
Full-Time
Job Title: Personal Banker
Location: Wolverhampton (Fully Office Based)
Salary: 27,500 per annum
Contract: 6 month FTC - potential to turn permanent
About the Role
We are seeking a motivated and customer-focused Personal Banker to join our London branch. This role is central to delivering exceptional service to our existing clients, developing new client relationships, and supporting the branch in achieving its sales objectives.
As a Personal Banker, you will be the first point of contact for customers - providing financial guidance, handling transactions, and promoting our products and services. Your ability to build trust, maintain professionalism, and go the extra mile will make you a valued member of our team.
Key Responsibilities
· Proactively identify and pursue sales opportunities through referrals, networks, and events.
· Deliver outstanding customer service via phone, email, and face-to-face interactions.
· Handle customer queries and complaints promptly and professionally.
· Promote and cross-sell banking products and services to meet customer needs.
· Support business development initiatives, including attending events and networking activities.
· Process new account applications, service requests, and AML checks.
· Operate cash services, maintain accurate registers, and process remittances.
· Provide cover for colleagues when required and undertake delegated responsibilities from senior management.
Skills & Competencies
· Strong networking and sales skills.
· Excellent interpersonal and communication skills (both written and verbal).
· Ability to establish credibility and rapport quickly.
· Comfortable discussing financial needs and tailoring solutions for customers.
· Previous retail sales or banking experience preferred.
· Results-driven with a proactive, self-motivated approach.
· Retail sales experience
Reporting Line
Reports directly to the Area Branch Manager and works closely with the Business Development Manager and Head of Sales.
Why Join Us?
This is a fantastic opportunity to join a reputable banking institution where you'll be supported to develop your career, build lasting client relationships, and make a positive impact on our customers' financial journeys
Location: Wolverhampton (Fully Office Based)
Salary: 27,500 per annum
Contract: 6 month FTC - potential to turn permanent
About the Role
We are seeking a motivated and customer-focused Personal Banker to join our London branch. This role is central to delivering exceptional service to our existing clients, developing new client relationships, and supporting the branch in achieving its sales objectives.
As a Personal Banker, you will be the first point of contact for customers - providing financial guidance, handling transactions, and promoting our products and services. Your ability to build trust, maintain professionalism, and go the extra mile will make you a valued member of our team.
Key Responsibilities
· Proactively identify and pursue sales opportunities through referrals, networks, and events.
· Deliver outstanding customer service via phone, email, and face-to-face interactions.
· Handle customer queries and complaints promptly and professionally.
· Promote and cross-sell banking products and services to meet customer needs.
· Support business development initiatives, including attending events and networking activities.
· Process new account applications, service requests, and AML checks.
· Operate cash services, maintain accurate registers, and process remittances.
· Provide cover for colleagues when required and undertake delegated responsibilities from senior management.
Skills & Competencies
· Strong networking and sales skills.
· Excellent interpersonal and communication skills (both written and verbal).
· Ability to establish credibility and rapport quickly.
· Comfortable discussing financial needs and tailoring solutions for customers.
· Previous retail sales or banking experience preferred.
· Results-driven with a proactive, self-motivated approach.
· Retail sales experience
Reporting Line
Reports directly to the Area Branch Manager and works closely with the Business Development Manager and Head of Sales.
Why Join Us?
This is a fantastic opportunity to join a reputable banking institution where you'll be supported to develop your career, build lasting client relationships, and make a positive impact on our customers' financial journeys
Reference: 225116220
https://jobs.careeraddict.com/post/113237345
Personal Banker
Posted on May 15, 2026 by CV-Library
Gospel End, Staffordshire, United Kingdom
Accountancy
Immediate Start
£27k - £28k Annual
Full-Time
Job Title: Personal Banker
Location: Wolverhampton (Fully Office Based)
Salary: 27,500 per annum
Contract: 6 month FTC - potential to turn permanent
About the Role
We are seeking a motivated and customer-focused Personal Banker to join our London branch. This role is central to delivering exceptional service to our existing clients, developing new client relationships, and supporting the branch in achieving its sales objectives.
As a Personal Banker, you will be the first point of contact for customers - providing financial guidance, handling transactions, and promoting our products and services. Your ability to build trust, maintain professionalism, and go the extra mile will make you a valued member of our team.
Key Responsibilities
· Proactively identify and pursue sales opportunities through referrals, networks, and events.
· Deliver outstanding customer service via phone, email, and face-to-face interactions.
· Handle customer queries and complaints promptly and professionally.
· Promote and cross-sell banking products and services to meet customer needs.
· Support business development initiatives, including attending events and networking activities.
· Process new account applications, service requests, and AML checks.
· Operate cash services, maintain accurate registers, and process remittances.
· Provide cover for colleagues when required and undertake delegated responsibilities from senior management.
Skills & Competencies
· Strong networking and sales skills.
· Excellent interpersonal and communication skills (both written and verbal).
· Ability to establish credibility and rapport quickly.
· Comfortable discussing financial needs and tailoring solutions for customers.
· Previous retail sales or banking experience preferred.
· Results-driven with a proactive, self-motivated approach.
· Retail sales experience
Reporting Line
Reports directly to the Area Branch Manager and works closely with the Business Development Manager and Head of Sales.
Why Join Us?
This is a fantastic opportunity to join a reputable banking institution where you'll be supported to develop your career, build lasting client relationships, and make a positive impact on our customers' financial journeys
Location: Wolverhampton (Fully Office Based)
Salary: 27,500 per annum
Contract: 6 month FTC - potential to turn permanent
About the Role
We are seeking a motivated and customer-focused Personal Banker to join our London branch. This role is central to delivering exceptional service to our existing clients, developing new client relationships, and supporting the branch in achieving its sales objectives.
As a Personal Banker, you will be the first point of contact for customers - providing financial guidance, handling transactions, and promoting our products and services. Your ability to build trust, maintain professionalism, and go the extra mile will make you a valued member of our team.
Key Responsibilities
· Proactively identify and pursue sales opportunities through referrals, networks, and events.
· Deliver outstanding customer service via phone, email, and face-to-face interactions.
· Handle customer queries and complaints promptly and professionally.
· Promote and cross-sell banking products and services to meet customer needs.
· Support business development initiatives, including attending events and networking activities.
· Process new account applications, service requests, and AML checks.
· Operate cash services, maintain accurate registers, and process remittances.
· Provide cover for colleagues when required and undertake delegated responsibilities from senior management.
Skills & Competencies
· Strong networking and sales skills.
· Excellent interpersonal and communication skills (both written and verbal).
· Ability to establish credibility and rapport quickly.
· Comfortable discussing financial needs and tailoring solutions for customers.
· Previous retail sales or banking experience preferred.
· Results-driven with a proactive, self-motivated approach.
· Retail sales experience
Reporting Line
Reports directly to the Area Branch Manager and works closely with the Business Development Manager and Head of Sales.
Why Join Us?
This is a fantastic opportunity to join a reputable banking institution where you'll be supported to develop your career, build lasting client relationships, and make a positive impact on our customers' financial journeys
Reference: 225116220
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