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Bank/Building Society Customer Adviser

Bank/Building Society Customer Adviser

Do you want to become a Bank/Building Society Customer Adviser? Here is some information to help point you in the right direction:

Job Description - Print Page

The role of a bank/building society customer adviser is to understand the customer's requirements in line with the products and services offered by the bank/building society. They may be the first line of enquiry for a customer and must provide the highest standard of customer service. They need a thorough knowledge of the full range of financial services on offer.

A bank/building society customer adviser will usually work 37 hours a week, from 9am to 5pm, Monday to Friday. Some banks and building societies open on Saturdays and Sundays. Customer advisers working in a call centre environment may work a shift pattern or rota. It is possible to work part-time or flexible hours. Employers may provide a corporate uniform.

Starting salaries are between £13,400 and £19,400 a year, depending on the level of entry. Experienced members of staff can earn more than £28,000 a year.

Bank/building society customer advisers need to:

  • be honest, reliable and accurate
  • have excellent communication and interpersonal skills
  • understand the needs of customers
  • be interested in people and financial services
  • enjoy working in a structured and disciplined environment.

In the UK there are approximately 12,500 branches of banks and building societies, with over 400,000 personnel employed. There are opportunities throughout the UK. Vacancies are advertised on bank/building society websites and in the local and national press.

The minimum entry requirements to work in a bank or building society are four GCSEs/S grades (A-C/1-3), including English and maths, or an acceptable equivalent. There are A level/H grade and graduate entry level opportunities that fast-track employees to senior management positions. There is also a range of Apprenticeships available for the financial services sector.

Training and personal development are actively encouraged. Training is on the job, including in-house training courses and qualifications through professional bodies, such as The Institute of Financial Services.

A bank/building society customer adviser can progress to team leader or a managerial post. They could also move into a head office role in departments such as IT, human resources or marketing, or into other financial divisions such as merchant or investment banking.

More Useful Resources - Bank/Building Society Customer Adviser:

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