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Verified Job Accounting - Finance

Personal Banker

Wolverhampton, England
Accounting - Finance
#512819
Remote / WFH

Job Description

Job description
Main Responsibility:

Assist the branch in achieving sales goals by providing exceptional customer care and building strong relationships with new and existing clients.

Job Responsibilities:
• Identify and pursue sales opportunities through referrals, networks, and corporate relationships
• Deliver excellent customer service, handling calls and emails promptly
• Address customer queries and complaints, directing them to relevant departments when needed
• Cross-sell products and services to existing clients through ongoing communication
• Maintain a welcoming, professional atmosphere in the branch
• Support business development by promoting and attending events
• Process new account applications, including NRI and postal service requests
• Handle AML Risk Matrix, postal register, and clerical duties as needed
• Operate cash register and process remittances, ensuring compliance with policies
• Maintain AML format for large cash transactions
• Provide cover for other roles as required by the Area Branch Manager

Competencies:
• Strong networking, sales, and interpersonal skills
• Excellent communication (oral and written)
• Retail sales experience
• Ability to build rapport and understand customer needs
• Skilled at presenting product features and benefits
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