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:
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.

Do you know of a useful and relevant website that would be helpful to our users? Tell us about it by emailing ![]()