Banking customer service adviser
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Banking customer service advisers provide a face-to-face service in banks and building societies.
1. Entry requirements
Entry requirements vary between employers.
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.
Customer service, cash handling and computing skills would be useful.
You could also get into this job through an apprenticeship.
You’ll need clearance from the Disclosure and Barring Service (DBS).
2. Skills required
- excellent communication and 'people' skills
- excellent maths skills
- accuracy and attention to detail
- the confidence to sell financial products to customers
3. What you'll do
Your day-to-day duties might include:
- processing payments and withdrawals
- setting up and maintaining customers’ accounts
- dealing with enquiries
- promoting and selling financial products and services to customers
- using the IT system to update account details
- general administration tasks
- operating UK and overseas currency tills
- helping customers with loan and mortgage applications
Starter: £15,000 to £19,000
Experienced: £20,000 to £24,000
Bonuses and commission for meeting sales targets can increase your earnings. Other benefits can include subsidised mortgages, loans, pensions, shares and insurance.
These figures are a guide.
5. Working hours, patterns and environmentIn a high street retail branch, you’ll usually work 9am to 6pm, Monday to Friday, with Saturdays on a rota. You’ll spend some of your time working at a counter or front office.
In contact centres, which usually operate 6 or 7 days a week until late in the evening, shift work is common. Part-time work is also widely available. You’ll work at a desk with a telephone headset and computer.
6. Career path and progressionWith 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.
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Last updated: 13 September 2018