Senior Personal Banker

Job Description

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Senior Personal Banker in Southport.

• Proactively support customers, helping them realise the full benefits of our service through our digital channels, and assisting with more complex financial needs such as home buying and protection.
• Deliver a banking service that goes beyond expectations with a variety of tasks each day.
• Support career development by achieving the Professional Bankers Certificate and building on existing skills with a full training and development programme.
• Your role does not meet Skilled Worker visa sponsorship requirements.

• Meet and support customers via video banking or face to face in a branch.
• Conduct Financial Health Checks and review customer accounts.
• Identify products and services that meet customers' needs, helping them optimize their money and savings.
• Spot opportunities for customers with more complex needs such as mortgages, private banking, business banking and protection.
• Complete outbound care calls to customers to grow and maintain relationships.

We’re looking for organised, self‑motivated and diligent individuals with a passion for delivering excellent customer service. You’ll also be motivated and driven to develop your own career and meet branch and personal goals.

• Experience of working in a customer service environment, thriving under pressure and achieving customer satisfaction.
• Ability to work with and coach the branch team to acquire, grow, and retain quality customer relationships via regular care calls.
• Ability to build rapport and trust with customers in both face‑to‑face and virtual environments and provide them with the right options for their circumstances.
• Excellent communication and interpersonal skills with a genuine interest in building relationships.
• Excellent planning and organisational skills.

Competitive starting salary of £26,350 pro rata for the hours you work.

• A range of protection, healthcare, and lifestyle benefits through Nat West Group Benefits, our fully flexible reward programme.
• A generous holiday entitlement of 36 days, pro rata for hours worked.
• A monthly contribution to your retirement fund.

Your journey starts with a comprehensive training programme where you’ll gain a range of new skills and the confidence to use them. You’ll benefit from ongoing coaching and support, and study towards a recognised external qualification that will open the door to further career opportunities.

You’ll need to be flexible with shifts and hours, between 8 am and 8 pm, including bank holidays.

Not applicable.

Full‑time.

Finance and Sales.

Banking.