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Customer Adviser

Join us as a Customer Adviser

  • If you have a passion for delivering excellent customer service coupled with strong communication skills, this could be your ideal role
  • You’ll be building rapport and trust with our personal customers and providing them with a seamless and positive experience
  • In return, you'll be working in a supportive environment with opportunities to advance your personal and career development

What you'll do

We’re looking for someone who can put the customer at the heart of everything they do. As a Customer Adviser, you'll be focused on building and maintaining strong customer relationships and you'll play a key role in the overall success of your branch. This will see you actively perusing new business and working effectively and collaboratively with your branch team.

Day-to-day, you’ll be:

  • Identifying customer needs and recommending products and services to meet their requirements, such as mortgages and savings, both over the telephone and face to face
  • Proactively managing your time and seeking opportunities to contact our customers to have a full diary of appointments
  • Offering simple, straightforward help and advice to make sure our customers are confident they're making the right choices
  • Dealing with customer queries in full and on time, referring any to other teams and colleagues where necessary
  • Updating customer information to make sure accurate records are maintained

The skills you'll need

You’ll bring your experience and passion of delivering outstanding customer service and exceeding expectations in a personal banking or financial services environment. With strong planning and organisational skills, you’ll be able to work well under pressure, prioritise your tasks and deliver to deadlines.

It will also be essential for you to hold the OFA qualification, or APA in Loans, Investments and Regulation.

We’ll also expect you to have:

  • A background in providing support to a regulated sales team and experience in business development
  • Knowledge of personal banking products and services and the ability to identify new customer opportunities
  • Excellent communication and interpersonal skills, with the ability to engage well with customers
  • A proactive approach to managing customer relationships
  • An understanding of regulations and processes including data protection, money laundering, central bank regulations and financial services authority regulations
  • The ability to work well as part of a team and on your own initiative