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  5. Business Admin, HR, Recruitment and Finance - Banking Customer Service Adviser

Business Admin, HR, Recruitment and Finance - Banking Customer Service Adviser

Title

Business Admin, HR, Recruitment and Finance - Banking Customer Service Adviser

RAG SCORE

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Overview

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

Key Activities
  • 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
Workplace

You could work in a bank or in a contact centre.

You may need to wear a uniform.

Working Hours

You could work between 36 to 38 hours a week. You could also work evenings, weekends and bank holidays on shifts. 

Salary

Starting: £17,500

Experienced: £27,000

Qualifications

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.

 

You can get into this job through a financial services customer adviser intermediate apprenticeship or a senior financial services customer adviser advanced apprenticeship. You'll usually need some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship. If you have an EHCP you may be able to apply under the DfE exemption which allows the apprentice to use Entry level 3 English and Maths qualifications. The apprentice would have to be component enough to successfully achieve all other aspects of the apprenticeship requirements, become occupationally competent and achieve Entry Level 3 in English and Maths before the end of their apprenticeship.

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