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Barclays

Wealth management services for UK clients

Personal Banker

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

About the Job

Requirements

  • Confidence engaging with customers, understanding their needs, and providing guidance on services and solutions.
  • Ability to explain information clearly and professionally, adapting the approach to different customers and situations.
  • Understanding of risk management, following processes, and maintaining compliance standards while delivering customer outcomes.
  • 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.
  • Empathy and ability to build trust with customers and deliver excellent service.
  • Background supporting customers with complex queries or needs in customer service, retail, hospitality, or another relevant role.

Responsibilities

  • Provide customer service through chat, email, and phone.
  • Resolve complex and specific customer needs with personalized resolutions.
  • Collaborate with bank teams to align and integrate customer care processes.
  • Identify process improvement opportunities, recommend changes, and provide colleagues with feedback and coaching.
  • Develop and implement customer care procedures and controls to mitigate risks and maintain efficient operations.
  • Resolve customer inquiries and issues relating to bank products and services, including account balances, transactions, and payments.
  • Develop 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 specialist advice and support to stakeholders and customers.
  • Perform assigned activities in a timely manner and to a high standard.
  • Manage workload and implement systems and processes in the work area, contributing to broader projects.
  • Execute work requirements in line with processes and procedures, collaborating with related teams.
  • Check colleagues’ work to meet internal and stakeholder requirements.
  • Take ownership of risks and controls in areas of responsibility, working in line with relevant rules, regulations, and codes of conduct.
  • Build understanding of how teams contribute to broader sub-function objectives and the principles underlying the work area.
  • Apply practice and previous experience to make judgements, assess similar experiences, and evaluate options when procedures do not cover circumstances.
  • Communicate sensitive or difficult information to customers about customer advice or day-to-day administrative requirements.
  • Build relationships with stakeholders and customers to identify and address their needs.
  • 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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