Personal Banker

OverviewPersonal BankerLocation: OldhamContract: 12 month fixed term contractFull Time - 35 hours per week - Monday-Friday + every other SaturdayClosing Date: 12 December 2025Want to change the world? Choose a career that makes a differenceAt The Co-operative Bank we’re proud to be different. We’re proud of our values and ethics, and our unique, customer-led Ethical Policy that shapes everything we do.Born out of the co-operative movement over 150 years ago, you could say that doing the right thing has always been our thing. We don’t just help people with their money, but help people fight for justice and the causes they care about.We put people at the heart of every decision we make and there’s never been a more important time for our Bank to stand up for the causes that matter most to our customers, colleagues and partner organisations.Join us and help us continue to make progress in environmental and societal change, all with the UK’s original ethical bank.ResponsibilitiesConducting financial health checksYou will manage a portfolio of customers and aid them in opening, managing and optimizing their bank accounts. Overseeing / monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add valueHelping customers realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as protectionProcessing applications for various banking products, such as current, savings and credit accountsFulfilling customer’s requests such as the verification of bank account details and printing documents for account terms and conditionsDiscussing bank policies and procedures and any changes affecting policies and proceduresReferring customers to in-house experts and / or relevant bank departments as and when necessary / in the event of any specialized needsResolving queries and complaints about accounts and banking servicesPerforming routine administrative duties as requiredKnowledge, skills and experience requiredPositive and enthusiastic approach to excellent customer serviceHigh levels of energy, resilience and self-motivationExcellent verbal and written communication skillsThe ability to achieve defined objectives / targets on a weekly and monthly basisProven problem solving and analytical skillsDetailed knowledge of banking processes, rules and regulations (this would be advantageous)Cash handling experienceComputer literate with the ability to navigate confidently and quickly around multiple systems whilst speaking to customersThe 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 queriesProactive approach to educating and supporting customers in relation to the different ways of managing their finances, as well as going out into the communityOur Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We are a Disability Confident Employer.As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.Please note we may withdraw this vacancy once sufficient applications have been reached. #J-18808-Ljbffr