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    Personal Bankers

    Finance
    Quantum Group
    Birmingham
    Permanent
    Competitive
    Hybrid

    Job Description

    JOB ROLE

    To assist the branch in meeting its sales objectives by delivering 1st class customer care to new clients by developing and strengthening new clients' relationships.

    JOB RESPONSIBILITY

    Identifies and pursues sales opportunities through client referrals, internal networks, corporate relationships, and personal network.

    Delivers superior customer service

    Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries

    Identifies and pursues opportunities to cross sell products and services to existing clients, through regular telephone &/or face to face contact and on-going relationship building.

    To support the branch's business development initiatives by promoting and attending business development and sales events.

    Responsible for operating cash and attending to customers and maintenance of the cash register, ensuring compliance with the policies and procedures of the bank.

    Responsible for processing of deposit, loan, and Remittances.

    Undertakes any other responsibility as delegated by the Area Branch Manager or so designated senior officer

    COMPETENCY

    Experience in a role within Banking/ Financial Industry is must.

    Excellent Interpersonal skills.

    Excellent oral and written communication skills.

    Ability to establish credibility and rapport; be friendly and personable and looks for ways to benefit the customer's financial relationship.

    Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills.

    Understands how to present features, and benefits of products and services to customers with differing needs.

    KEY INTERACTIONS/NETWORKS

    Works closely with all the stakeholders in the branch and be an active member of the branch jigsaw.

    Will be involved in the external activities such as customer visits, business events and corporate visits.

    Reporting directly to Area Branch Manager but will work closely with BDM & Head of Sales.

    Posted on August 12, 2026

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