Within the industry there are a number of front line roles that deal with customers and require a high level of technical knowledge and skills across a wide range of products – these may happen in a branch, over the phone, through the internet / social media, or an operations centre that supports other areas. They may deal with individuals, businesses, or a small portfolio of accounts.
Typical activities of a Senior Financial Services Customer Adviser could include understanding customer needs and meeting those needs with the right products and services e.g type of bank account/credit card/loans/insurances, promoting new digital services to encourage customers to use these channels, proactively calling customers to deepen relationships, resolving tricky complaints and working with other areas of the organisation to meet customer needs. Products within the scope of this role are core banking, savings and insurance. Any mortgage, complex investment, or other regulated product opportunities will be referred to specialists.
You can start this apprenticeship at any time, please contact us for further information.
This apprenticeship covers a range of knowledge, skills, and behaviours which include:
Skills and Behaviours
This is a work-based apprenticeship. You will benefit from 1-2-1 support on a regular basis in order to achieve competence as set against the knowledge, skills and behaviours set down in the apprenticeship standard.
You will complete an appropriate qualification/examination (as considered most relevant by the employer) from one of the following Professional Bodies:
Ideally, you will have a minimum of 5 GCSE's grade 4/C or above including maths and English.
There is no fee for the learner. For information on costs to the employer, please contact us.