44,859 Retail Banking jobs in the United Kingdom
Private/Retail Banking Assistant – Temporary
Posted 4 days ago
Job Viewed
Job Description
A small prestigious international bank is seeking a conscientious individual to assist a team of Relationship Managers in Private Banking for up to 3 months.
Your duties will be varied to include:
- Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
- Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
- Providing assistance to clients during branch visits
- Maintaining Private Banking diary and client files
Your experience must include:
- Proven relevant experience in Private/Premier/Retail Banking including account opening processes and KYC/CDD
- Strong teamwork skills with a proactive approach to delivering exceptional client service
- Excellent presentation and communication skills (both written and oral)
- Proficiency in MS Office: Excel, PowerPoint
Please note this role will be working 5 days a week in the London office.
Private/Retail Banking Assistant – Temporary
Posted 1 day ago
Job Viewed
Job Description
A small prestigious international bank is seeking a conscientious individual to assist a team of Relationship Managers in Private Banking for up to 3 months.
Your duties will be varied to include:
- Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
- Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
- Providing assistance to clients during branch visits
- Maintaining Private Banking diary and client files
Your experience must include:
- Proven relevant experience in Private/Premier/Retail Banking including account opening processes and KYC/CDD
- Strong teamwork skills with a proactive approach to delivering exceptional client service
- Excellent presentation and communication skills (both written and oral)
- Proficiency in MS Office: Excel, PowerPoint
Please note this role will be working 5 days a week in the London office.
Account Executive UKI Retail Banking
Posted 24 days ago
Job Viewed
Job Description
Job Category: Sales
Location: UK - Remote
**Meet Our Team:**
Join our disruptive evolution of the software industry as an Account Executive supporting two of our Premier Retail Banking clients in the UK market. Our team are pushing boundaries with our clients, delivering market-leading AI-infused workflows and decisioning capabilities to customers, transforming them towards autonomous operations. Pega is the industry leader in this space according to Forrester and Gartner, and we are on a hyper growth journey currently, hence the opportunity to join the best performing business in the North Europe region. We are helping companies to rethink the way they do business and empowering them to become more efficient, smarter, and most importantly customer centric. Join us on this exciting growth journey!
**Picture Yourself at Pega:**
You will be a thought leader, a true partner and a collaborator with clients seeking to reinvent the way they do business, often operating at C-level, and orchestrating colleagues from peers to senior leadership members to support your complex sales campaigns, always with a lens on client outcomes. You will work closely with your clients while you educate and guide them on their Business Process Automation journey, leveraging the latest AI tools and techniques at your disposal to engage them in work that really matters and drives true business impact for the world's largest organisations.
**What You'll Do at Pega:**
+ Develop a trusted advisor relationship with multiple stakeholders across your banking clients; engaging with the business and IT to develop vision proposals, challenge their thinking and reimagine ways that they can accelerate design, development, transformation, and delivery of applications and agentic AI solutions, as well as applying real-time hyper-personalised decisioning capabilities to your end customers.
+ Leverage banking industry and product knowledge to share insights about how banks can maximise licenses to drive business benefits.
+ Radiate new business within your existing customer.
+ Provide insight to the customer as the basis of the commercial conversation, teaching customers something new/valuable about how to compete in their market
+ Continuously build and maintain a pipeline of sales activity through prospecting and pipelining using a variety of methods
+ Work with Pega's ecosystem of partners (SIs, Advisory & Implementation) to generate Pega value propositions
**Who You Are:**
A motivated enterprise software sales executive, ideally with Financial Services experience, driven to add value to your clients and their business process automation strategies. You are able to push the customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients and Pega. You must be eager to learn, and open to coaching, and a strong team player.
**What You've Accomplished:**
+ Bachelor's degree or equivalent business experience
+ 10+ years of direct enterprise software sales experience
+ Knowledge of banking industry
+ Stable and progressive history of quota achievement
+ Solid foundation in account management, radiation and pipelining
+ Ideally, knowledge of BPA, DPA, RPA, CRM and Case Management enterprise software solutions
+ Experience working with large partner organisations: SIs, Advisory Firms, Consultants, IT Services companies, etc.
+ Prior participation in a formal sales training
+ Track record of challenging and improving a customer's way of doing business
+ Technically current in business automation and AI technology
+ Outstanding presenter. High EQ.
**Pega Offers You:**
+ Gartner and Forrester Analyst acclaimed technology leadership in a massive emerging market
+ The world's most innovative organisations as reference-able clients
+ Fast-paced, exciting, collaborative, and rewarding sales environment within innovative industries
+ Competitive salary, uncapped commission targets and Pega equity.
+ A fun, collaborative, forward thinking employer, that wants to develop you and make you successful.
#LI-AB3
Job ID: 22277
**AI in Action -** Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes.
**Culture -** At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
**Export Compliance -** For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
**Accommodations -** If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
Senior Investment Analyst - Retail Banking
Posted today
Job Viewed
Job Description
As a Senior Investment Analyst, you will conduct in-depth research and analysis of financial markets, economic trends, and specific investment products, including equities, fixed income, and alternative investments. You will be responsible for developing and managing investment strategies, constructing diversified portfolios tailored to client risk profiles and financial objectives. Key responsibilities include monitoring portfolio performance, conducting regular reviews, and making timely adjustments as market conditions evolve. You will also prepare detailed investment reports, financial models, and presentations for senior management and clients. Collaboration with relationship managers and product specialists to ensure clients receive comprehensive financial solutions will be integral. Adherence to regulatory requirements and ethical standards within the financial services industry is paramount.
The ideal candidate will hold a Bachelor's degree in Finance, Economics, Mathematics, or a related field, with a minimum of 5 years of experience in investment analysis, portfolio management, or a similar role within the financial services sector. A strong understanding of financial markets, investment vehicles, and valuation methodologies is essential. Holding professional certifications such as CFA (Chartered Financial Analyst) or equivalent is highly desirable. Excellent quantitative, analytical, and problem-solving skills are required, along with proficiency in financial modelling software and data analysis tools (e.g., Bloomberg Terminal, FactSet, Excel). Strong communication, presentation, and interpersonal skills are necessary for effectively interacting with clients and internal stakeholders. You should possess a keen eye for detail and a thorough understanding of risk management principles. Experience with retail banking products and client segments would be advantageous.
Key Responsibilities:
- Conduct in-depth research and analysis of financial markets and investment opportunities.
- Develop, manage, and monitor investment portfolios for retail clients.
- Create financial models and valuation analyses for various asset classes.
- Prepare investment reports and present findings to clients and management.
- Collaborate with relationship managers to provide tailored financial advice.
- Ensure compliance with financial regulations and ethical standards.
- Stay informed about market trends and economic developments.
Savings Lead - Retail Banking Solutions
Posted 5 days ago
Job Viewed
Job Description
Hello, we’re Starling. We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way. We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,500 people across our London, Southampton, Cardiff and Manchester offices.
As a Savings Lead within our Retail Banking Solutions team, you will be responsible for the end-to-end management of our savings products, supporting both day-to-day performance and the strategic evolution of savings propositions.
This is a highly visible and collaborative role that will see you working closely with a wide range of stakeholders across the business, including Product, Risk & Compliance, Commercial and Engineering teams. You’ll bring both strategic thinking and operational rigour, taking responsibility for P&L and 1LOD risk management.
If you’re passionate about customer-centric innovation and want to be at the forefront of shaping one the UK’s most recognised digital banking products, this is your opportunity.
Key Accountabilities:
Shaping the proposition
- Work alongside the Head of the team to shape Starling’s retail savings propositions
- Hands on support across the proposition development lifecycle from market research and scoping to design, development, and delivery
Delivering world-class customer experience
- Work alongside Technology teams to ensure customer journeys deliver world-class customer experience
- Monitor operational performance and collaborate with relevant teams to help address any pain points, whilst driving continuous improvements
Defining success and measuring performance
- Review existing and identify new success metrics to track performance across different areas, and work with finance and pricing teams to embed these
- Monitor these metrics regularly and report performance and insights to leadership teams
Collaboration and stakeholder management
- Work cross-functionally with different teams to ensure smooth day-to-day management of existing savings products, as well as the delivery of new initiatives
- Create partnerships with internal stakeholders to influence decision making and achieve shared objectives.
Customer Advocacy
- Act as the voice of the customer within the business, to ensure our savings propositions address the needs of customers
- Partner with Marketing teams to effectively promote our savings propositions to the right audiences
Regulatory Compliance & Risk Management
- Work with risk and compliance teams to ensure our savings products align with regulations and Starling’s risk appetite, whilst delivering good customer outcomes
- Manage emerging risks, proactively identify new ones, and deliver strategies to mitigate these
Requirements
- Product management experience with robust customer, commercial and regulatory focus
- Track record of delivering growth and launching new products
- Deep understanding of UK Savings market dynamics, including competition and regulations
- Analytical mindset with the ability to seek and interpret data to make informed decisions
- Customer orientation - excited and driven by the opportunity to develop solutions for retail customers, driven by a deep understanding of their needs
- Excellent stakeholder management and collaboration skills.
- Good interpersonal and communication skills
- Comfortable working across a variety of tasks and able to prioritise to ensure timely delivery at a high standard
- Thrives in a structured yet evolving environment where clear goals and collaboration are key
Benefits
- 25 days holiday (plus take your public holiday allowance whenever works best for you)
- An extra day’s holiday for your birthday
- Annual leave is increased with length of service, and you can choose to buy or sell up to five extra days off
- 16 hours paid volunteering time a year
- Salary sacrifice, company enhanced pension scheme
- Life insurance at 4x your salary & group income protection
- Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
- Generous family-friendly policies
- Incentives refer a friend scheme
- Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
- Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing
About us:
You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway.We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems.
Starling Bank is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Starling Bank are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Starling Bank will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.
Senior Credit Risk Analyst - Retail Banking
Posted today
Job Viewed
Job Description
Relationship Director - Mortgage focus (Retail Banking background)
Posted today
Job Viewed
Job Description
Miryco are delighted to be partnering with a growing mortgage provider.
This role sits within a newly established team focused on asset deployment through mortgage origination. This includes activity via an in-house lender and long-term strategic partnerships across the market.
This role will be the senior distribution lead. We are seeking senior mid-senior individual from a retail banking background with Mortgage distribution/sales/relationship management experience.
Principal Responsibilities
- Develop and rapidly scale distribution partnerships across the mortgage sector (including financial advisers and strategic alliances).
- Oversee and manage performance of adviser relationships, including contract negotiation, KYC, internal governance, Consumer Duty compliance, and ongoing monitoring.
- Build internal cross-functional relationships to ensure effective involvement of key teams and individuals in strategic initiatives.
- Identify and cultivate new business opportunities to support lender growth across the UK market.
Skills & Experience
- 5 years+ Retail banking experience in an Intermediary Sales/Relationship Management role'
- Strong knowledge if the UK Mortgage/Equity Release market
- Excellent influencing and negotiation skills
- In-depth understanding of the UK mortgage market
- Confident presenter with strong interpersonal and communication skills
- Ability to clearly articulate competitive positioning and strategy
- Experience engaging with senior stakeholders, including C-suite executives
For all other roles please Miryco's LinkedIn page
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Relationship Director - Mortgage focus (Retail Banking background)
Posted today
Job Viewed
Job Description
Miryco are delighted to be partnering with a growing mortgage provider.
This role sits within a newly established team focused on asset deployment through mortgage origination. This includes activity via an in-house lender and long-term strategic partnerships across the market.
This role will be the senior distribution lead. We are seeking senior mid-senior individual from a retail banking background with Mortgage distribution/sales/relationship management experience.
Principal Responsibilities
- Develop and rapidly scale distribution partnerships across the mortgage sector (including financial advisers and strategic alliances).
- Oversee and manage performance of adviser relationships, including contract negotiation, KYC, internal governance, Consumer Duty compliance, and ongoing monitoring.
- Build internal cross-functional relationships to ensure effective involvement of key teams and individuals in strategic initiatives.
- Identify and cultivate new business opportunities to support lender growth across the UK market.
Skills & Experience
- 5 years+ Retail banking experience in an Intermediary Sales/Relationship Management role'
- Strong knowledge if the UK Mortgage/Equity Release market
- Excellent influencing and negotiation skills
- In-depth understanding of the UK mortgage market
- Confident presenter with strong interpersonal and communication skills
- Ability to clearly articulate competitive positioning and strategy
- Experience engaging with senior stakeholders, including C-suite executives
For all other roles please Miryco's LinkedIn page
Head of Banking Solutions - Retail
Posted 25 days ago
Job Viewed
Job Description
Hello, we’re Starling. We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way. We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,500 people across our London, Southampton, Cardiff and Manchester offices.
Ready to shape the future of retail banking?
As our Head of Banking Solutions - Retail, you have real scope to influence how we shape and scale our personal savings proposition with the opportunity to grow into other banking product areas over time.
You'll lead the development and delivery of savings products, with a focus on customer needs, performance, and compliance. You'll also help foster an inclusive and supportive team culture, one that values collaboration, continuous improvement, and thoughtful decision making.
This role sits at the intersection of commercial strategy and customer value, ideal for someone who enjoys working cross-functionally and making a meaningful impact.
Key Responsibilities include:
- Design and deliver new customer solutions
- Work with the propositions team to ensure that new solutions are targeted at priority segments
- Manage product’s performance and P&L
- Drive customer growth and active customers
- Understanding end-to-end customer journeys and funnels to improve customer experience
- Own 1st line product risk management through the product lifecycle (i.e. design, build, test, launch, onboard, in life, exit)
- Engage effectively with key parts of the Bank including Product / Technology, Finance, Marketing, Operations, Legal, 2nd and 3rd line
- Ensure a strong 1st line product risk culture and ensure good outcomes for customers through appropriate governance
- Ensure product reviews are completed on time and to the requisite standard
- Build and empower a robust customer solution and performance driven team that is inclusive, ambitious and engaged
Requirements
- Extensive product management experience with robust customer, commercial and regulatory focus
- Substantial experience managing a high performance team
- Track record of delivering growth and launching new products safely
- Understanding of control and regulatory environments and experience of managing risk and compliance
- Customer orientation - excited and driven by the opportunity to better understand retail customers and their needs and building E2E journeys and solutions for them
- Understanding and application of Consumer Duty
- Excellent stakeholder management and influencing skills. Able to work effectively cross-team to make things happen, dealing with everyone, across all functions at all levels.
- Good interpersonal and communication skills
- Comfortable working across a variety of tasks and able to prioritise and stay focused
- Thrives in a structured yet evolving environment where clear goals and collaboration are key
Benefits
- 25 days holiday (plus take your public holiday allowance whenever works best for you)
- An extra day’s holiday for your birthday
- Annual leave is increased with length of service, and you can choose to buy or sell up to five extra days off
- 16 hours paid volunteering time a year
- Salary sacrifice, company enhanced pension scheme
- Life insurance at 4x your salary & group income protection
- Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
- Generous family-friendly policies
- Incentives refer a friend scheme
- Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
- Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing
About us:
You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway.We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems.
Starling Bank is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Starling Bank are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Starling Bank will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.
Customer Service
Posted 1 day ago
Job Viewed
Job Description
We are seeking a dedicated and customer-focused individual to join our Customer Support team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our customers, resolving their inquiries and issues in a timely and professional manner.
Responsibilities:- Respond to customer inquiries via phone, email, and live chat
- Assist customers with product information, order status, and account management
- Resolve customer complaints and issues with empathy and efficiency
- Process returns, exchanges, and refunds according to company policies
- Collaborate with other departments to ensure customer satisfaction
- High school diploma or equivalent
- 1-2 years of customer service experience
- Excellent communication and interpersonal skills
- Strong problem-solving abilities
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office and CRM software
If you are passionate about providing exceptional customer service and enjoy working in a dynamic team environment, we encourage you to apply for this exciting opportunity.