In the UK there are approximately 12,500 branches of banks and building societies, with over 400,000 personnel employed.  The role of a bank/building society customer adviser jobs is to understand the customer's requirements in line with the products and services offered by the bank/building society. Bank/building society customer adviser jobs may be the first line of enquiry for a customer and must provide the highest standard of customer service.

Bank/building Society Customer Adviser Jobs Responsibilities

Bank/building society customer advisers need a thorough knowledge of the full range of financial services on offer.

In financial services customer care, 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 and enjoy working in a structured and disciplined environment.

Bank/building Society Customer Adviser experience required

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 jobs 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.

Bank/building Society Customer Adviser Jobs salary expectations

Bank/building society customer adviser jobs 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.

Contact the Accountancy Division Team

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