Personal Banker
Posted on Jul 22, 2026 by CV-Library
Birmingham, West Midlands (County), United Kingdom
Accountancy
Immediate Start
£27k - £27k Annual
Full-Time
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 Role
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.
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
📍 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 Role
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.
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
Reference: 225400693
https://jobs.careeraddict.com/post/113592302
Personal Banker
Posted on Jul 22, 2026 by CV-Library
Birmingham, West Midlands (County), United Kingdom
Accountancy
Immediate Start
£27k - £27k Annual
Full-Time
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 Role
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.
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
📍 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 Role
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.
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
Reference: 225400693
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