Bank or Building Society Customer Adviser

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Bank or building society customer service advisers work in a retail branch dealing with customers face to face or in an office providing phone support. They help customers to manage their finances and make them aware of financial products, such as savings accounts and loans. They usually have sales targets to meet.

The Work

You could be:


The figures below are only a guide. Actual salaries may vary, depending on:

Starting salary is usually between £16,500 and £20,000 a year, rising to around £25,500 a year at supervisory levels.

Bonus schemes can increase your salary, with additional benefits on offer. These include company pension scheme, insurance cover, company products at reduced rates (such as interest free loans) or shares options.


Workforce Employment Status

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Getting In

There are jobs in branches throughout the UK, in head offices in major cities, in regional centres and in customer contact centres in large towns and cities. You would find jobs advertised in, in Jobcentre Plus offices, on the Find a Job website and on bank and building society websites.

What Does it Take?

You need to be:

You should have:


Most banks and building societies encourage and often support staff through a range of qualifications.

Getting On


Courtesy of Principality


The following organisations may be able to provide further information.

Chartered Institute of Bankers in Scotland (CIOBS)
Tel: 0131 473 7777
Twitter: @charteredbanker

London Institute of Banking and Finance
Tel: 01227 818609
Twitter: @StudyLIBF

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