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Customer Service – Senior Personal Banker jobs in United States
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NatWest Group · 4 days ago

Customer Service – Senior Personal Banker

NatWest Group is a leading banking institution, and they are seeking a Senior Personal Banker to enhance customer relationships and promote digital banking services. In this role, you will support customers with their financial needs, conduct health checks, and identify suitable banking products.
BankingFinanceFinancial ServicesWealth Management
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Work & Life Balance
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Responsibilities

Meeting and supporting customers face to face in the 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

Qualification

Customer service experienceFinancial Health checksPlanningCommunication skillsOrganisational skillsCoaching skillsBuilding rapportDiligentSelf-motivated

Required

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 in building relationships
Excellent planning and organisational skills

Benefits

A range of protection, healthcare and lifestyle benefits through Natwest 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

Company

NatWest Group

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NatWest Group is a majority state-owned British banking and insurance holding company.

Funding

Current Stage
Public Company
Total Funding
$811.43M
2024-07-29Post Ipo Debt· $811.43M
2000-03-01Acquired
1999-01-15IPO

Leadership Team

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Paul Thwaite
Chief Executive Officer
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Andrew Hunter
Managing Director - Venture Capital Coverage - NatWest Venture Banking
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Company data provided by crunchbase