Personal Banker
Barclays Bank Plc
• Worked in a sales-targeted environment, regularly meeting and exceeding both the quantity and quality of solutions and sales.• Created new relationships with customers, as well as maintained existing relationships through regular communications and inputting important personal information on our “Customer Discussion Documents” to enrich relationships.• Designed unique workshops to aid with the development of counter staff and co-ordinators’ understanding of various products and… Show more • Worked in a sales-targeted environment, regularly meeting and exceeding both the quantity and quality of solutions and sales.• Created new relationships with customers, as well as maintained existing relationships through regular communications and inputting important personal information on our “Customer Discussion Documents” to enrich relationships.• Designed unique workshops to aid with the development of counter staff and co-ordinators’ understanding of various products and services, such as offset mortgages and insurances, thereby improving the quality of conversations with customers.• Aided the counter on top of my workload to ensure everything was done at the end of the day and help with their referrals of customers who walk into the branch to come and sit down with Personal Bankers or other specialists.• Continuously compliant and up to date on all procedures and products.• Evaluated and resolved complex customer queries ensuring customer satisfaction.• Worked alongside Mortgage Advisors and Premier Managers to ensure a smooth journey for the customer, directing them to the right department to suit their needs.• Mentored and coached new staff members to help them develop their abilities, thereby improving the quality of customer service and number of leads generated at counter level.• Worked alongside management and colleagues to develop new ways of improving customer service and procedures, which resulted in the aforementioned workshops, as well as other smaller but important changes such as organising customer waiting procedures.• Generate leads both independently through call out times and walk in customers, as well as work beside counter staff to help them generate leads for myself.• Participated in charity events for MacMillan Cancer, raising funds for the organisation both within and outside of work time. Show less