Personal Banker
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
Job description
Candidates from banking & financial sectors. Ex-bankers, Customer Service in Bank.
Roles & Responsibilities
- Support customers with a wide range of enquiries on products and services, understanding what is important and refining the service to suit and compliment their needs.
- Be the customers first point of contact, which means you're there, not just to deliver on their expectations, but always aiming to exceed them
- Communicating with customers through inbound and outbound calls
- Develop your knowledge of products and services so that you can provide tailored advice and insight to customers
- Have a responsibility to continually challenge and identify ways to improve customer's experience, using your initiative to suggest effective solutions
- Ensure customers receive the highest level of service
- Managing your own workload
- Maintaining a detailed knowledge of the financial services product range
· Ensure appropriate documentation related to KYC from the client and ensure all aspects of client records and documentation are completed and updated
· Knowledge of banking and credit products desirable
·Previous Experience within Isa's Required
- Identifying any possible complaints, resolving them as swiftly as possible
- Liaison with different departments within the bank & the service provider to provide timely & accurate resolution to the customer
- Administration duties as required
Experience : 2 to 4 years
Location : Belfast City Centre / Office Based Role.
HCL_BSERV
Job Types: Full-time, Permanent
Salary: £27,000.00-£29,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Flexitime
- Gym membership
- Life insurance
- Private dental insurance
- Referral programme
- Wellness programme
- Work from home
Schedule:
- 8 hour shift
Experience:
- ISA or Bonds: 1 year (required)
Work Location: One location
Reference ID: PBCYN
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Computer Hardware Development
Based on transatlantic hiring benchmarks for Personal Banker roles across HCL Technologies's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Computer Hardware Development.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £27,000 - £29,000 bracket, including retirement vesting and health parity.
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