Banking customer service adviser | Selby College
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Banking customer service adviser

Banking customer service advisers provide a face-to-face service in banks and building societies.

Potential salary

£15,000 to £24,000

Employment by 2024


Working hours

36 to 38 a week

  • 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
  • analytical thinking skills
  • to be able to carry out basic tasks on a computer or hand-held device

Your day-to-day duties might include:

  • processing payments and withdrawals
  • setting up and maintaining customers’ accounts
  • dealing with enquiries
  • promoting and selling financial products and services to customers
  • using the IT system to update account details
  • general administration tasks
  • operating UK and overseas currency tills
  • helping customers with loan and mortgage applications

You may need to wear a uniform.

You could work in a bank or in a contact centre.

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.

You can find out more about careers in finance from The London Institute of Banking and Finance.

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