NC Associates

Personal Banking Advisor – Permanent – £18,800 – £19,800 + Benefits – Full time – Altrincham

NC Associates are working on behalf of a Banking corporation who are looking for a Personal Banking Advisor to join their team in Altrincham.


Contacting existing customers to offer superior products.
Arranging appointments for them to come and see you to speak about how you can help make or save them money.
Providing excellent customer service and support to the customers face to face and on the telephone.
Delivering a great experience and right outcome for our customers
Engaging in conversation with customers about their private finances to review the full equity package.
Fully explain company products and services.
Understanding and working within GDPR and FCA guidelines.
Helping customers understanding their financial circumstances and identify opportunities to refer them for information about the most appropriate outcome to suit their needs.
Build lasting relationships by conducting reviews.
Support colleagues by helping and sharing knowledge/ best practice.
Being responsible for your own self development and learning.
Retaining existing customers and obtaining new ones.
Being accurate and knowledgeable.
Smart, presentable, customer facing and personable.

What’s on Offer?

Great starting salary of £18,800 – £19,800
Hours of work – Mon – Fri 9am-5pm with some occasional Saturdays
Career opportunities
Training and Development
Job security
Job Satisfaction
Staff events
Private benefits
Plus so much more……….

As this role is working for a financial institution you must pass a DBS and Credit Check.

NC Associates are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided based on qualifications, merit and business need. Only suitable candidates on this basis will be contacted.