Financial Services Customer Adviser Level 2

This apprenticeship has been designed for those in the Financial Services sector and focuses on front-line customer interactions within the regulatory framework.

Activities include customer enquiries in helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals

Course Overview

This apprenticeship equips learners with the necessary skills and knowledge to provide excellent customer service and support within the financial services sector.

It covers a wide range of tasks from handling customer enquiries to using digital banking solutions.

Typical activities could include, depending on the organisation, branch cashier, dealing face to face with customer enquiries in branches, helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals.

What will you learn? 

•  Personal Development and Teamwork

•  Customer Service and Communication Skills

•  Delivering Results and Resilience

•  Industry and Company Understanding and Regulatory Environment and Compliance

•  Honesty, Integrity and Flexibility

•  Problem Solving and Continuous Improvement

•  Legal Environment and Products and Services

•  Systems and Processes and Serving Customers

•  Final - Month 12-15 (End Point Assessment)