Senior Financial Services Customer Advisor

The Role: Senior Financial Services Customer Advisors deal with individuals, businesses or a small portfolio of accounts. Working to understand customer needs and meeting those needs with products and services such as bank accounts / credit cards / loans / insurances.

Apprenticeship overview

Resolving complaints and working with other areas of the organisation to meeting customer needs.

Duration
15 – 18 Months

Qualification Type
Apprenticeship

Qualification Achieved
Level 3 Senior Financial Customer Services Advisor Apprenticeship Standard

Programme Delivery

Facilitated Workshops
E-learning
1-to-1 coaching
Collaborative learning
Shadowing
Mentoring

The Person:

You like meeting with people and understanding their needs.
You have an interest in finance and financial products.
You enjoy using your initiative to meet targets
You are a great communicator.
You have a passion for numbers.

Responsibilities often include:

Selecting products based on customer needs.
Promoting digital services.
Building customer relationships.
Resolving complex complaints..
Working across other areas of the organisation to meet customer need.

Typical Employers:

Financial services institutions.
Banks.
Building Societies.

Key Skills for Senior Financial Services Customer Advisors:

Excellent communication skills.
Understanding of financial services.
Problem solving abilities.
Customer service skills.

Why MetaGedu Apprenticeships?

The knowledge, skills and behaviours you need to succeed

Custom-designed apprenticeships

Use what you learn immediately in the workplace

Personal attention and support for all apprentices

Career development and mentoring programme