Job Summary
We are recruiting on behalf of our client for a dynamic and customer-focused Personal Banking Officer
to join a high-performing team. This role is ideal for someone with a passion for personal finance, relationship management, and sales excellence. You will be responsible for managing a portfolio of clients, providing tailored financial advice, and driving customer satisfaction through superior service and digital engagement.
Our client is a well-established financial institution operating within the banking and financial services industry. Known for its inclusive culture and commitment to excellence, the organisation fosters a collaborative environment where innovation and customer-centricity are at the heart of everything they do. You will be joining a supportive team within the Personal & Small Business Banking division, focused on delivering value to mid-market and affluent clients.
As a Personal Banking Officer, your key responsibilities will include:
- Managing a portfolio of approximately 500 affluent clients through face-to-face and virtual channels.
- Meeting and exceeding weekly, monthly, and annual sales targets across various banking products.
- Providing practical financial solutions tailored to individual client needs.
- Identifying cross-selling opportunities and referring clients to other banking segments.
- Ensuring high levels of customer satisfaction and loyalty through proactive service.
- Educating clients on digital banking tools and self-service options.
- Maintaining accurate client records and scheduling follow-ups using CRM systems.
- Upholding compliance standards, including KYC, AML, and internal policies.
To be successful in this role, you should possess:
- A minimum of 2 years’ experience in banking, preferably in sales or operations.
- An undergraduate degree in Banking & Finance, Business Administration, Accounting, or a related field.
- Strong communication and presentation skills, both in-person and virtually.
- Working knowledge of banking regulations and financial products.
- Familiarity with CRM platforms and digital relationship tools.
- Ability to analyse financial data and market trends.
- A customer-focused mindset with a drive for results.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint).
Our client offers a competitive package designed to support your professional growth and personal wellbeing:
- Opportunities for career development and internal mobility.
- Access to ongoing training and coaching programmes.
- Recognition through performance and peer appreciation initiatives.
- A collaborative and inclusive work environment.
- Flexible working arrangements including remote engagement with clients.
- Exposure to a diverse client base and cross-functional teams.
- Support for personal development through annual planning and mentorship.
- A culture that values integrity, innovation, and customer excellence.
