Banking customer service adviser

Banking customer service advisers process money as well as dealing with customer queries.

What does a banking customer service adviser do?

Banking customer service advisers may be working in a call centre or in a bank or building society branch. You’ll be the first port of call for customers – you may be giving advice on where to put their money, or advising on the range of financial products offered by the bank or building society.

You will be processing and dealing with cheques, cash withdrawals and making changes to customer accounts. You’ll also deal with complaints, comments and criticism of the bank or building society. You’ll need excellent communication skills and you’ll need to have a good understanding of the different products offered by the bank or building society, and how they work. 

What do I need to do to become a banking customer service adviser?

You do not need specific qualifications to become a banking customer services adviser. Most training will be offered by the bank or building society you will be working for. 

You may be able to start this job through an apprenticeship.

Some banks may ask for four or more GCSEs grade C. Alternatively, gaining experience in customer service can be useful some colleges offer courses in customer service.

Business courses would also provide relevant background knowledge. 

Related skills

  • Teamwork
  • Numeracy
  • Communication
  • Administration
  • Customer service
  • IT
  • Interpersonal skills

Related subjects

  • Business studies
  • Computer science
  • Maths

Desirable qualifications

  • GCSE maths (grade C or above)

Contains public sector information licensed under the Open Government Licence v3.0

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