How to become a banking customer service adviser

You can get into this job through:

  • a college course
  • an apprenticeship
  • applying directly

College

Taking a college course in customer service could help to bring your skills up to date while looking for work. Relevant courses include a Level 2 or 3 Diploma in Customer Service.

Entry requirements

You'll usually need:

  • 2 or more GCSEs at grades 9 to 3 (A* to D), or equivalent, for a level 2 course
  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, for a level 3 course

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Apprenticeship

You can get into this job through a financial services customer adviser intermediate apprenticeship.

Entry requirements

You'll usually need:

  • some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship

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Direct Application

Entry requirements vary between employers if you want to apply directly.

You may find it useful to have 4 or more GCSEs at grades 9 to 4 (A* to C) or equivalent qualifications, including English and maths.

Some employers may ask you to pass a series of selection tests when you apply.

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Career tips

Customer service, cash handling and computing skills will be useful.

Further information

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

What it takes

Skills and knowledge

You'll need:

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

Restrictions and Requirements

You'll need to:

What you'll do

Day-to-day tasks

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

Working environment

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

You may need to wear a uniform.

Career path and progression

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.

Current opportunities

Apprenticeships In England

We can't find any apprenticeship vacancies in England for a banking customer service adviser right now.

The Find an apprenticeship service can help you with your search, send alerts when new apprenticeships become available and has advice on how to apply.

Courses In England

Are you interested in becoming a banking customer service adviser?

Search for training courses near you.

Jobs In the United Kingdom

The Find a job service can help you with your search for jobs and send alerts when new jobs become available.

Skills assessment

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