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Banking customer service adviser

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

Annual Salary

£17,500 to £27,000

Average UK salary in 2023 was £34,963
(source Office for National Statistics)

Working hours

36 to 38 a week

You could work: evenings / weekends / bank holidays; on shifts

2.3%
Future employment

There will be 2.3% fewer Banking customer service adviser jobs in 2027.

Day to day tasks

You will:

  • process payments and withdrawals
  • set up and maintain customers' accounts
  • deal with calls, emails and face-to-face enquiries
  • promote and sell financial products and services to customers
  • use the IT system to update account details
  • do general administration tasks
  • operate UK and overseas currency tills
  • help customers who can, to self-serve in the branch using digital apps

Working environment

You may need to wear a uniform.

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

You can get into this job through:

  • a college course
  • an apprenticeship
  • applying directly
College

Taking a college course like a Level 2 or 3 Diploma in Customer Service could help you to develop skills for this role.

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
For more information
  • equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
  • funding advice|https://www.gov.uk/further-education-courses/financial-help
  • search for courses|/find-a-course
Apprenticeship

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

Entry requirements

You'll usually need:

  • some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship
  • 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship
For more information
  • equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
  • guide to apprenticeships|https://www.gov.uk/apprenticeships-guide
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 selection tests when you apply.

Requirements and restrictions

You'll need to:

More information

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.

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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.

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Skills required and how your skills match up

What skills are required?

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 use a computer and the main software packages competently
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