Relationship managers might sound like marriage guidance counsellors, but they’re actually the ultimate in customer service that a bank can offer.

Banks are always looking to promote their human side, and that’s what relationship managers are. They meet potential new clients and help existing ones manage their accounts and their money effectively. The job involves keeping up to speed with the latest regulations and the newest products and being always on the look-out for ways to land a new sale. Read More

Mortgage advisers are there to guide people through the often-complicated world of mortgage products and services. They typically work in banks and building societies, for estate agents or mortgage brokers or as independent financial advisers.

The skill-set involves customer relations, communication, IT and numeracy and discretion. A thorough knowledge of legal and financial matters and an ability to translate that knowledge into easily understandable terms are major requirements. Read More

Estate agents are a heady mix of salesperson, customer service adviser and go-between. As a result, you’ll need to be good with people and numbers, have an in-depth knowledge of the property market and the law and be confident and able to think on your feet.

Everyone knows about an estate agent’s primary role showing prospective buyers round properties. Estate agents also need to convince sellers that their agency is the one to use, arrange property advertising, send out details to potential buyers and then make viewing appointments. Liaising with mortgage arrangers and advisers is another major part of the job. Read More

Bank managers are no longer the stuffy, pompous stereotype immortalised by Captain Mainwaring in Dad’s Army. In reality, they’re just as likely to be dealing with staff as customers in a role that is both pressurised and rewarding.

Main duties include liaising with customers to resolve potential problems, promoting the branch and marketing its products, maintaining high customer service levels, keeping an eye on sales targets and reporting all this to head office. Read More

Bank clerks are the backroom boys and girls who ensure all records are kept up to date. Every transaction large and small, from a loan to a cashed cheque, will have to pass through the clerks’ hands and their computers.

Clerks can work in various specialist fields, as loan clerks, interest clerks, statement clerks, security clerks, exchange clerks and even book-keeping clerks. But general duties involving filing, data entry and mail handling are common. Read More

Bank cashiers are the face of a bank and its first point of contact. As a result, good people skills and a polite, friendly and open manner are great attributes to have.

Basic banking tasks such as cheque-cashing, money transfers, statement checks and payment processing are the job’s bread and butter. But there is also a sales element to a cashier’s work, so you’ll be expected to react quickly and recognise possible sales leads when talking to customers. Read More