Helping customers in banks and building societies or the broader financial services sector.
Occupational Profile
This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services. Within these organizations there are a number of front line roles that deal with customers on a range of relatively straightforward transactions within a detailed regulatory and risk framework – these may happen in a branch, over the phone, through the internet or be done by an individual in an operations center that supports other areas of the business. Typical activities could include, depending on the organization, 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.
Summary of standard
Full standard
https://www.instituteforapprenticeships.org/media/1386/fs_cust_advsr_assessment_plan.pdf
