Banking customer service adviser
Help customers with their money and explain which of the bank's products would be most useful to them.
Also known as: credit union customer adviser, building society customer adviser, building society branch adviser, bank branch adviser
About the job
Salary
Source: National Careers Service
Weekly
£337
Entry level
£519
Experienced
Monthly
£1,458
Entry level
£2,250
Experienced
Yearly
£17,500
Entry level
£27,000
Experienced
13,200
people are currently employed
Low growth
100 more jobs in 5 years
These figures refer to this job and similar ones with comparable skills and qualifications. They only apply to Scotland. Source: Oxford Economics
What it's like
You would be the first person that a customer would speak to at a bank, building society or credit union.
Either in a high street branch or on the phone, you’d help people with their money and explain which of the bank’s products would be most useful to them.
You would:
Handle cheque, cash and direct debit payments and withdrawals
Set up and look after customers’ accounts
Deal with customer enquiries
Sell financial products and services (if you have approval to do this)
Use a computer system to update account details
Do general administration, maintain records, open post and send letters to customers
Use tills for UK and foreign currency
Help customers with loan and mortgage applications
With experience, you could deal with complex enquiries and supervise a team.
You could also work in a contact centre dealing with account holders over the phone or by email.
Discretion would be important as you would deal with customers’ personal and sensitive information. You’d also need to be confident to sell financial products to customers.
Hours
Environment
Like the sound of this career?
Browse courses in Scotland related to 'Banking customer service adviser'
Select qualification level(s)
Other careers that you might like
Accounts assistant Payroll administrator Bookkeeper
Related industries
Many jobs can be done in lots of different industries. We've highlighted the ones we think are most important for this job.
Financial services
Top skills
Skills are things you're good at. Whether you know what yours are or not, everyone has them!
It's useful to learn which ones are important in a job so you know the areas you need to brush up on. It can also help you work out if you're suited to a career.
Here are some of the skills you'll need to do this job:
- attention to detail
- respecting
- empathising
- observation
- working with numbers
- verbal communication
- cooperating
- building relationships
Your skills are important
Our unique skillsets are what make us stand out from the crowd. Learn about each skill in depth and discover what employers look for in your applications and interviews.
Getting in
Explore the sections shown for more information about getting into this career.
You might have qualifications which are not shown here but will allow you access to a course. You can compare your qualifications by looking at their SCQF Level. For more information about this, check out the SCQF website.
Always contact the college, university or training provider to check exactly what you'll need.
Colleges and universities will list subjects you'll need for entry to a course. Some useful subjects include:
Accounting
Business
Economics
Mathematics
Skills for Work: Financial Services
Foundation Apprenticeship: Financial Services
Applications of Mathematics
You can get a head start in this career by doing a Foundation Apprenticeship in S5 and S6.
You'll get an SCQF level 6 qualification which is the same level as a Higher. You'll also learn new skills and gain valuable experience in a work environment.
Discover what's on offer at your school on Apprenticeships.scot.
Qualifications at SCQF levels 4 to 6 or relevant work-based experience and qualifications such as a Scottish Vocational Qualification in Providing Financial Services (SVQ level 2/3).
Qualifications that demonstrate customer service skills, and understanding of finance such as Skills for Work Financial Services (SCQF Level 5).
Once in the job you may be encouraged to complete a Modern Apprenticeship in Customer Services (SVQ level 2/3) or Providing Financial Services (SVQ level 2/3) or relevant industry qualifications such as the Certificate in Retail Banking Conduct.
You may have to pass an aptitude test.
Find the right course for you
Browse courses in Scotland related to 'Banking customer service adviser'