Banking customer service adviser

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


Typical Salary

£17,500 – £27,000

per year

Working Hours

36–38

hours per week

Career Area

Bank and post office clerks

View related courses

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

Skills needed

  • 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

How to get into this role

You can get into this job through:

  • a college course
  • an apprenticeship
  • applying directly

Career 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.