Proactive Personal Banking Advisor

Alterna Sa; Scarborough; On-site; GBP 39,000 - 45,000; Full time

Job summary

A financial institution is seeking a Personal Banking Officer in Scarborough, UK. This role involves initiating contact with members to understand their banking needs and offer solutions. Responsibilities include meeting sales targets, providing financial advice, and managing business relationships. Candidates should have post-secondary education and 3 years of experience in a financial institution. Strong analytical, interpersonal, and communication skills are essential for success. This position offers a full-time contract with a competitive salary range.

Qualifications

• Proven track record in sales.
• Experience in providing investment and credit solutions.
• As part of continuing education enrolled in Financial Planning or similar programs.

Responsibilities

• Contributes to the growth of the business and community portfolio.
• Sources and analyzes requests for products from various sources.
• Manages business relationships including commercial accounts.
• Proactively promotes and sells banking products and services.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Communication skills

Negotiation skills

Education

Post secondary education

3 years related experience in a financial institution

CSC or IFIC certification

Tools

Excel

Word

Job description

A financial institution is seeking a Personal Banking Officer in Scarborough, UK. This role involves initiating contact with members to understand their banking needs and offer solutions. Responsibilities include meeting sales targets, providing financial advice, and managing business relationships. Candidates should have post-secondary education and 3 years of experience in a financial institution. Strong analytical, interpersonal, and communication skills are essential for success. This position offers a full-time contract with a competitive salary range.