All Job Categories
Banking customer service adviser
Banking customer service advisers provide a face-to-face service in banks and building societies.
Average salary (a year)
£17500
Starter
£27000
Experienced
Typical hours (a week)
36.0 to 38.0 hours
a week
Work Hours
evenings / weekends / bank holidays
on shifts
How to become
Explore the different ways to get into this role
You can get into this job through:a college course; an apprenticeship; applying directly
College
Taking a college course like a Level 2 or 3 Diploma in Customer Service could help you to develop skills for this role.
Entry requirements
You'll usually need:
  • 2 or more GCSEs at grades 9 to 3 (A* to D), or equivalent, for a level 2 course
  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, for a level 3 course
More Information
equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
funding advice|https://www.gov.uk/further-education-courses/financial-help
search for courses|/find-a-course
Apprenticeship
You can get into this job through a financial services customer adviser intermediate apprenticeship or a senior financial services customer adviser advanced apprenticeship.
Entry requirements
You'll usually need:
  • some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship
  • 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship
More Information
equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
guide to apprenticeships|https://www.gov.uk/apprenticeships-guide
Direct Application
Entry requirements vary between employers if you want to apply directly.
You may find it useful to have 4 or more GCSEs at grades 9 to 4 (A* to C) or equivalent qualifications, including English and maths.
Some employers may ask you to pass selection tests when you apply.
More Information
Career Tips
Customer service, cash handling and computing skills will be useful.
Further Information
You can find out more about careers in finance from the London Institute of Banking and Finance.
What it takes
Find out what skills you’ll use in this role
Skills and knowledge
You'll need:
    Customer service skills
    To be thorough and pay attention to detail
    The ability to work well with others
    Patience and the ability to remain calm in stressful situations
    Administration skills
    The ability to sell products and services
    Sensitivity and understanding
    Excellent verbal communication skills
Digital Skills Level
to be able to use a computer and the main software packages competently
Related Restrictions
What you will do
Discover the day-to-day tasks you’ll do in this role
Day to day tasks
You will
process payments and withdrawals, set up and maintain customers' accounts, deal with calls, emails and face-to-face enquiries, promote and sell financial products and services to customers, use the IT system to update account details, do general administration tasks, operate UK and overseas currency tills, help customers who can, to self-serve in the branch using digital apps
Working environment
You could work in a bank or in a contact centre.
You may need to wear a uniform.
Career Path & Progression
Look at progression in this role and similar opportunities
With experience, you could progress to specialist customer service and advice roles, or into management.
You might also be able to apply your customer service skills in corporate or investment banking.
Job profile data provided by The National Careers Service.
Powered by
Claim your school or college profile