Personal Banker Stirling
Core
First point of contact for members to service everyday banking needs including savings, insurance, personal loans, and credit cards while educating on digital solutions.
Role type
Personal Banker
Builds
Member relationships and digital adoption within the Defence Community
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
numeracy, outbound sales, relationship building, digital banking education
Preferred skills
Tier 2 accreditation, previous retail banking experience
Responsibilities
Processing applications for savings accounts, insurance, personal loans, and credit cards; making outbound calls to prospective members; referring mortgage enquiries to specialists; educating members on digital banking tools.
Seniority
Individual Contributor
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