Personal Banker Review

personal banker - speaking to customers about their personal needs for banking, whether this be, current accounts, credit cards, loans or insurances. Making the correct referrals to partners through mortgages and protection, and transacting on customers account for example transfers.

Through the apprenticeship it has allowed me to look into banking in a lot more detail, for example if a customers account is declined I now understand the process and decision making the bank takes when looking at these applications, therefore allowing me to explain this to the customer and how they can maybe look at improving the situation to not have this problem in the future.

the programme allows me to meet other people and interact and share knowledge, while also allowing me to share this with my branch team

My manager allows me to explain the process and what I'am doing with the rest of the team in a BDH, allowing me to gain recognition and for others to learn from this experience also

Meetings are scheduled well in advance and an email sent out each morning confirming with the link, support was sent for training before the course had commenced. Mentor's looking to make sure up-to-date and meetings scheduled in to confirm and if any help needed

Tutor's available through email, telephone and also whataspp, also a group chat set up to allow questions to be set allowing others to see also therefore stops reoccurring questions

Time given if requested out of day to allow work to be completed, mentor checks tasks are being completed on time and if any problems will contact us to schedule a meeting

If any meetings at a location travel is paid by the company once submitted onto the system and all training expenses are covered through the company directly

encouraged to take part in discovery days which mean helping communities on a project whether that be painting building, gardening etc. Regular branch charity days including cake sales, dress down and getting local businesses in to promote

Yes

Take personal circumstances into consideration, this is my second apprenticeship I have gone through with the company and I have been with them 3 and a half years

I have worked for different teams within Santander, all include a telephone interview which is just a few basic questions normally about customer service and if successful from there will either include a face to face interview or an assessment day, all you can do is be yourself but I also looked online for what people had put about the questions they may ask and found these really useful