Personal Banker
Location: Croydon supporting some local London Branches
Salary: Up to £29,000
Contract: Permanent
Full Time: 35 hours per week - Monday to Friday – 9am to 4:30pm
Closing Date: 4th September 2025
Want to change the world? Choose a career that makes a difference
At 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.
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.
Key Accountabilities:
- Conducting financial health checks
- You 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 value
- Helping customers realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as protection
- 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
- Discussing bank policies and procedures and any changes affecting policies and procedures
- Referring customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialized needs
- Resolving queries and complaints about accounts and banking services
- Performing routine administrative duties as required
Knowledge, skills and experience required:
- Positive and enthusiastic approach to excellent customer service
- Clear experience within a sales role is essential
- High levels of energy, resilience and self-motivation
- Excellent verbal and written communication skills
- The ability to achieve defined objectives / targets on a weekly and monthly basis
- Proven problem solving and analytical skills
- Detailed knowledge of banking processes, rules and regulations (this would be advantageous)
- Cash handling experience
- 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
- We can only consider candidates with the right to work in the UK at this time.
What You Can Expect From Us:
- Flexible and home working options
- 27 days holiday rising to 30 with service, plus opportunity to buy 5 extra days
- Competitive pension with up to 10% employer contribution
- Income protection / life assurance
- Commitment from employers on continued learning & development
- Wellbeing support ‘Help@Hand’ offers mental health support, physiotherapy, GP’s for both you and your family.
- 2 paid days for volunteering per year
- ‘MyReward’ corporate discount for over 800 retailers and Cycle to Work Scheme.
- Family friendly policies and supportive working environment
- Colleague network groups committed to inclusion and diversity within our Bank.
Our Bank is passionate and committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential.
At the beginning of the year, The Co-operative Bank officially became part of the Coventry Building Society Group. Together, we have shared values and an ethical approach towards our members, customers and colleagues.
If you require more information or this document in a different format, please contact careers@co-operativebank.co.uk
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.
- Rated by Morningstar Sustainalytics in the Regional Banks sub-industry with a score of 11.2 as of 14 January 2025.