careers bank customer adviser

Bank Customer Adviser Jobs

Bank customer adviser jobs… did you know?

Similar jobs: Banking customer adviser, banking customer service adviser

You are the human face of any bank or building society! As a bank customer adviser you’ll help customers in person and over the phone, either working behind the counter at a high street bank branch or at a desk with a headset and computer in a bank call centre.

Industry: Business and Administration

Bank customer adviser job trends

How much money can you make as a bank customer adviser?

£15,000 – £24,000 (UK average)

Recent labour market information says you can earn on average between £15,000 and £24,000 a year as a bank customer adviser in the UK.

Your starting salary can vary because of factors like level of experience, training, or location.

What entry qualifications and training do you need for this job?

School, college and training

You are often expected by banking employers to have at least four GCSEs grades 9-4/A*-C or their equivalent, with passing grades in English and maths.

DID YOU KNOW? Some banking employers will ask you to have relevant qualifications. Others will decide if the job is a good fit for you by inviting you to pass a series of selection tests so you can show what your strengths are.

Banks often provide a range of entry programmes for graduates with a second-class degree and for school leavers with at least three A-levels (or four H grades) or the equivalent. You may also be able to apply for one of these programmes with an equivalent vocational qualification.

Apprenticeships

You can apply for a wide range of finance apprenticeships that could help you pursue a career in banking, business or finance.

As an apprentice you would earn a salary and gain relevant work experience while studying towards an industry-recognised qualification.

You can apply for an apprenticeship if you are aged 16 or over and not in full-time education.

Career progression and further qualifications

You could move into specialised customer advice and service roles within banking, or to take on a customer service role in corporate or investment banking instead of retail (high street) banking. You could also get promoted to management positions.

What experience do you need for banking customer service jobs?

Work experience

Any previous work experience you can gain in customer service, using office software or cash handling will come in useful – so working in a shop or at a call centre would help your CV.

Examples of relevant work experience include:

  • Work shadowing (even if it’s just for a day)
  • Work placements in a company
  • Work placements on a degree course

What skills do you need for banking customer service jobs?

Useful skills to highlight to your employer when applying for jobs like this one include:

  • Previous experience of handling cash, using office software and customer service
  • Excellent communication skills as your key activities will involve helping customers with their queries
  • Good maths skills – you’ll have digital support when it comes to doing sums but knowing your pounds from your pence will help
  • self-belief skills – part of your job will involve selling financial products to customers, and knowledge of these products will grow with time and training
  • Attention to detail
  • Staying calm under pressure if customers are worried or angry about their money situation.

Vocational qualifications and work experience will help you build these skills over time.

What does a bank customer adviser do?

There are two places you could work:

  1. High street bank, behind the counter
  2. Banking call centre

Either way, you’ll be dealing with customer queries all day and you’ll be kept on your toes because they’ll ask for your help on all kinds of things. Training will help you build the knowledge on how best to deal with their queries.

Example job responsibilities:

  • Updating customer accounts using the IT system (which you’ll be trained how to use)
  • Greeting customers and dealing with their enquiries
  • Processing payments and withdrawals (money in and money out)
  • Setting up new banking accounts for customers
  • Helping customers to apply for mortgages (money for a house) and loans (borrowed money they’ll have to give back).
  • General administrative tasks

Your first steps into bank customer advisor jobs

Bank customer adviser jobs are advertised under different job titles. When you’re looking on job boards, look for the following types of job:

  • Banking apprenticeship
  • Bank customer adviser
  • Bank customer service adviser

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