Financial services customer adviser Sales adviser, contact centre agent
Financial services customer advisers work in contact centres for banks, insurance, investment and credit companies.
1. Entry requirements
There are no set requirements, but employers will usually ask for:
- GCSEs, including English and maths or equivalent
- IT and keyboard skills
- experience of customer service, cash handling or office work
2. Skills required
- excellent communication and listening skills
- customer service skills
- accuracy and attention to detail
- teamworking skills
3. What you'll do
Your day-to-day duties may include:
- dealing with other businesses, private or company investors or members of the public
- using computerised systems to access customer information and update account details
- answering customers' questions
- providing straightforward information or dealing with complex enquiries
- processing payments and withdrawals
- keeping accurate records
- promoting financial products and services
- handling complaints or referring them to a supervisor
- referring customers to staff to sell financial products
Starter: £14,000 to £18,000
Experienced: £30,000 or more
Highly Experienced: £60,000 (operational contact centre manager)
You’ll usually get commission based on your performance. Other benefits can include profit-related bonuses and subsidised mortgages, loans, pensions, shares and insurance.
These figures are a guide.
5. Working hours, patterns and environmentYou’ll usually work 37 to 40 hours over 6 or 7 days a week, including evening and weekend shifts.
You’ll usually work in a large open-plan office, at a workstation with a computer and a telephone headset.
6. Career path and progressionWith training and qualifications, you could specialise in mortgage advice, pensions work or financial advice.
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Last updated: 14 September 2017