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Barclays

Wealth management services for UK clients

Personal Banker - Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSunderland, UK£27.7kIn-person

About the Job

Requirements

  • Experience in customer service, retail, hospitality, or another customer-support role handling complex customer queries or needs.
  • Confidence engaging with customers, understanding their needs, and providing guidance on services and solutions.
  • Ability to explain information clearly and professionally, adapting communication to different customers and situations.
  • Understanding of risk management, process adherence, and compliance standards.
  • Ability to build customer relationships by understanding wider needs and identifying opportunities to provide additional support and solutions.
  • Confidence using digital tools and technology and helping customers navigate digital banking services.

Responsibilities

  • Provide customer service through chat, email, phone, and in-person interactions.
  • Resolve complex and specific customer needs and inquiries with personalized solutions, including inquiries about account balances, transactions, payments, bank products, and services.
  • Collaborate with teams across the bank to align and integrate customer care processes.
  • Identify process improvement opportunities, recommend changes, and provide feedback and coaching to colleagues.
  • Develop and implement customer care procedures and controls to mitigate risks and maintain efficient operations.
  • Prepare and present reports on customer care performance and communicate findings to senior internal stakeholders.
  • Identify industry trends and developments and implement best practices to improve customer care efficiency and effectiveness.
  • Provide customers with expertise, guidance, and support regarding banking products, services, and digital solutions.
  • Work five days per week, including some weekends.

About the Company

Barclays

Wealth management services for UK clients

Barclays Wealth Management helps UK clients manage and grow their wealth through a regional network of financial experts. It delivers personalized advice and services—such as investment management, financial planning, and estate and trust planning—tailored to each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader resources. What sets it apart is the combination of local, face-to-face guidance with the scale and range of a large UK bank, offering access to a wide array of financial products and research. The goal is to help clients preserve and grow their wealth over the long term by providing comprehensive, advisor-led guidance aligned with individual financial objectives.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1690

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