Job Description

You’ll be in the perfect place to build great relationships with our customers, as well as proactively promoting the benefits of our growing range of digital services to simplify and enhance their banking experience.

You'll act as a trusted expert, providing them with the knowledge they need to make the most of their money. With an emphasis on the delivery of our popular and insightful Financial Health Check you’ll make sure they're fully informed when it comes to the products and services we offer.

You’ll be:

• Meeting and supporting customers via video banking from home or face to face in a branch
• Conducting Financial Health Checks and reviewing customer accounts
• Identifying products and services that are right for our customers, helping them to make the most of their money and savings
• Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection
• Completing outbound care calls to customers to grow and maintain the relationship

We’re here for our customers when it’s most convenient for them so you’ll need to be flexible

• Hours
• Full time – 35hrs
• Permanent
• Flexibility to work hours between 08:00 - 20:00

You’ll have options to enable a suitable balance of working from home and in the branch, we will need you to be branch based at times so you can connect and learn with colleagues. Working from home kit can be provided Typically, your working hours will align to our customer opening hours, with some Saturdays and evenings included, we will discuss your specific working pattern in more detail at interview

You'll enjoy a comprehensive structured training programme, and on-going coaching and support to enhance your development and open up progression opportunities. When you're ready and have mastered your current role, we’ll help take your career to the next level.

Required Knowledge, Skills, and Abilities

We’re looking for organized, self-motivated and diligent individuals with a passion for delivering excellent customer service in every interaction. You’ll also be motivated and driven to develop your own career and meet branch and personal goals. As a trusted adviser you’ll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of banking.

• Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction
• The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls
• The 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 building relationships
• Excellent planning and organizational skills