Banking Customer Service Adviser

Typical Salary

£15,000 To £24,000

Typical Hours

36 to 38 a week

evenings / weekends / bank holidays on shifts

How To Become a Banking Customer Service Adviser

You can get into this job through:

a college course
an apprenticeship
applying directly

College / University

Taking a college course in customer service could help to bring your skills up to date while looking for work. Relevant courses include a Level 2 or 3 Diploma in Customer Service.

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.

some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship

Routes into this Career

Routes into this Career are not listed for this job.

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 a series of selection tests when you apply.

Other Routes

Other Routes are not listed for this job.

Skills And Knowledge

You'll need:

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

Day To Day Tasks

You will:

process payments and withdrawals
set up and maintain customers’ accounts
deal with 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 with loan and mortgage applications

Working Environment

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

You may need to wear a uniform.

Career Path & Progression

Career Path & Progression are not listed for this job.

Volunteering Opportunities

Volunteering Opportunities are not listed for this job.

Tips & Information

Career tips

Customer service, cash handling and computing skills will be useful.

Further information

You can find out more about careers in finance from The London Institute of Banking and Finance.

Restrictions & Requirements

You'll need to:

pass enhanced background checks