Financial services customer adviser Sales adviser, contact centre agent
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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: 13 September 2018