Personal Banker - Croydon

About the role

We are looking for people with outstanding customer service and sales skills, who excel in a target driven environment, are motivated to succeed and want to thrive in a fast-paced and rewarding organisation The Personal Banker will manage a portfolio of customers and aid them in opening, managing and optimising their bank accounts. Overseeing/monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value, the person in post will help customers realise the full benefits of our service both assisted and digitally.The role holder will also support customers with more complex financial needs such as protection The Personal Banker will be responsible for processing applications for various banking products, such as current, savings and credit accounts, fulfilling customer’s requests such as the verification of bank account details and printing documents for account terms and conditions. They will also discuss bank policies and procedures and any changes affecting policies and procedures. The person in post will refer customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialised needs and will resolve queries and complaints about accounts and banking services.

Our benefits include:

• 28 days holiday a year plus bank holidays and a holiday buy/sell scheme
• Annual discretionary bonus scheme
• Personal pension with matched contributions
• Life assurance (6 times annual salary)

About you

For this role you will need to have:

• A positive and enthusiastic approach to customer service and previous experience in a sales related role
• High levels of energy, resilience and self-motivation as well as excellent verbal and written communication skills.
• The ability to achieve defined objectives/targets on a weekly and monthly basis and proven problem solving and analytical skills.
• Cash handling experience and computer literate with the ability to navigate confidently and quickly around multiple systems whilst speaking to customers.
• The ability to adapt quickly and juggle multiple tasks from opening new accounts to advising on products and services and dealing with a wide range of customer queries.
• Proactive approach to educating and supporting customers in relation to the different ways of managing their finances, as well as going out in to the community.

Experience in these areas would also be helpful:

• Detailed knowledge of banking processes, rules and regulations

About us

In 2025, Coventry Building Society purchased The Co-operative Bank. Bringing together our purpose-led building society with the UK’s original ethical bank was the start of an exciting journey.

Trusted by over four million people, we’re a mutually owned business free from shareholders, and with our combined experience of almost 300 years, our ethics and dedication will continue to guide us. Together, we have shared values and an ethical approach towards our members, customers and colleagues.

We’re officially recognised as a ‘Great Place to Work’ and our benefits go beyond basic pay, with a discretionary bonus scheme, a culture of reward and recognition and comprehensive support for wellbeing.

We’re serious about equality, of race, age, faith, disability, and sexual orientation and we celebrate diversity. By working together, we know you’ll build more than just a career with us.

Flexibility and why it matters

We understand the need for flexibility, so wherever possible, we’ll consider alternative working patterns. Have a chat with us before you apply to see what the possibilities are for this role.

Proud to be a Disability Confident Committed Employer

We’re proud to offer an interview or assessment to every disabled applicant who meet the minimum criteria for our vacancies. As part of the application process, disabled applicants can opt in for the Disability Confident Interview Scheme. If there are ever occasions where it is not practicable to interview all candidates that meet the essential criteria, such as when we receive a high number of applications, we commit to interviewing disabled candidates who best meet the minimum essential and desirable criteria

Location

Croydon