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Personal Banking Advisor

DevTeam

Posted on 13 Jul 2025

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Apply by 06 Jan 2026

Pay & Benefits
Health Insurance
Dental Insurance
Parental Leave
401(k)
Referral Program
Yearly pay
Stock Options
Performance Bonus

About the Role:
We are seeking an enthusiastic and customer-focused Personal Banking Advisor to join our branch network. In this pivotal role, you will act as a trusted partner to clients, providing tailored banking solutions and financial guidance. You will be responsible for maintaining strong client relationships, identifying sales opportunities, and ensuring clients’ banking needs are met efficiently and professionally.

Key Responsibilities:

  • Serve as the primary point of contact for clients’ banking needs, offering advice on products such as savings accounts, loans, and credit cards.

  • Proactively identify opportunities to cross-sell banking products and services based on customer profiles and needs.

  • Process account openings, deposits, withdrawals, and other transactions with high attention to accuracy and compliance.

  • Support customers with digital banking platforms and troubleshoot any issues they may encounter.

  • Maintain thorough and up-to-date knowledge of banking policies, regulatory requirements, and security procedures.

  • Participate in community outreach and branch events to enhance the bank’s visibility and reputation.

Requirements:

  • Bachelor’s degree in Finance, Business Administration, or related field (or equivalent experience).

  • Prior experience in retail banking, sales, or customer service is preferred.

  • Excellent interpersonal and communication skills.

  • Strong problem-solving ability and attention to detail.

  • Proficiency with banking software and digital platforms.

Prague, Czechia
Full time
Hybrid
10 hours
6 hours
Company profile picture
DevTeam
14 Marian Mews, Enfield, UK

We're a fast-growing tech company passionate about solving real-world problems through innovative design and cutting-edge technology. We value collaboration, creativity, and a strong work ethic. Our team is made up of diverse individuals who are passionate about making a positive impact on th...

Learn more about us