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- Provide advice and services for customers of banks or other financial service providers
- You'll need great communication skills and the ability to handle complex queries and complaints
- Progression routes into technical and management roles in the financial services industry
DAY-TO-DAY DUTIES
- Dealing with other businesses, private or company investors or members of the public
- Using computerised systems to access customer information and update account details
- Answering customers' questions
- Providing straightforward information or dealing with complex enquiries
- Processing payments and withdrawals
- Keeping accurate records
- Promoting financial products and services
- Handling complaints or referring them to a supervisor
- Referring customers to staff to sell financial products
DAY-TO-DAY ENVIRONMENT
You'll usually get commission based on your performance. Other benefits can include profit-related bonuses and subsidised mortgages, loans, pensions, shares and insurance.
You'll usually work 37 to 40 hours over 6 or 7 days a week, including evening and weekend shifts. You'll usually work in a large open-plan office, at a workstation with a computer and a telephone headset.
You'll need
This role would be ideal for someone with excellent communication and listening skills, customer service skills, accuracy and attention to detail, and teamwork skills.
There are no set requirements, but employers will usually ask for: GCSEs, including English and maths, or equivalent IT and keyboard skills, experience of customer service, cash handling or office work.
You'll need to pass enhanced background checks and most employers will expect you to have a credit check to confirm that you don’t have any outstanding debts which could prevent you from working in financial services.
You could do a college course, which would teach you some of the skills and knowledge you need in this job. Relevant subjects include a Level 1 Award for Introduction to Customer Service, Level 2 Certificate in Customer Service and Level 2 Certificate in Contact Centre Operations.
You could also get into this job through a financial services customer adviser intermediate apprenticeship or you could start as an admin assistant with a company and move into financial services work by training on the job.
CAREER PROSPECTS
With training and qualifications, you could specialise in mortgage advice, pensions work or financial advice.