Banking customer service adviser

Entry Requirements:

You can get into this job through:

• a college course
• an apprenticeship
• applying directly

Entry requirements:

College

Taking a college course like a Level 2 or 3 Diploma in Customer Service could help you to develop skills for this role.

Entry requirements:

• 2 or more GCSEs at grades 9 to 3 (A* to D), or equivalent, for a level 2 course
• 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, for a level 3 course

Apprenticeship

You can get into this job through a financial services customer adviser intermediate apprenticeship or a senior financial services customer adviser advanced apprenticeship.

Entry requirements:

• some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship
• 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship

DirectApplication

Entry requirements vary between employers if you want to apply directly.

You may find it useful to have 4 or more GCSEs at grades 9 to 4 (A* to C) or equivalent qualifications, including English and maths.

Some employers may ask you to pass selection tests when you apply.

Required Skills:

Digital skills : to be able to use a computer and the main software packages competently

Skills:

• customer service skills
• to be thorough and pay attention to detail
• the ability to work well with others
• patience and the ability to remain calm in stressful situations
• administration skills
• the ability to sell products and services
• sensitivity and understanding
• excellent verbal communication skills
• analytical thinking skills
• maths knowledge
• active listening skills
• knowledge of computer operating systems, hardware and software
• knowledge of economics and accounting
• the ability to read English
• the ability to think clearly using logic and reasoning
• a desire to help people
• thinking and reasoning skills
• the ability to understand people’s reactions
• concentration skills
• the ability to work well with your hands

What you'll do:

Banking customer service advisers provide a face-to-face service in banks and building societies.

You will:

• process payments and withdrawals
• set up and maintain customers' accounts
• deal with calls, emails and face-to-face enquiries
• promote and sell financial products and services to customers
• use the IT system to update account details
• do general administration tasks
• operate UK and overseas currency tills
• help customers who can, to self-serve in the branch using digital apps

Location : You could work in a bank or in a contact centre.
Uniform : You may need to wear a uniform.

Salary:

Starter : £17,500
Experienced : £27,000

These figures are a guide

Working hours:

36 - 38 hours a week

Working Pattern is evenings / weekends / bank holidays on shifts

Career Path:

With experience, you could progress to specialist customer service and advice roles, or into management.

You might also be able to apply your customer service skills in corporate or investment banking.