Customer Service Advisor - Branch Based

Customer Advisor

Ref: 1562Thursday 12 May 2022

up to £22k per annum

Our client is seeking an enthusiastic, customer focussed individual to join their busy customer service, branch-based team, assisting with opening and maintaining savings accounts, providing a first class service and advising on any banking related queries.


Please note, this role’s core hours are Monday to Friday, 9 – 5. There will be a requirement to work 2 Saturdays a month from 9 -12 and there will be an additional payment for this shift.

Due to the branch based nature of this role, you will be required to be fully branch based.


The main duties of the Customer Service Assistant will include:

  • Cashiering and monitoring of branch cash limits, which includes opening & balancing individual till, banking preparation and preparing end of day figures to report to Finance and ordering cash from the external courier.
  • Accurately inputting data into bespoke data management systems and Excel
  • “Best in class” customer service both face to face and when dealing with telephone queries.
  • Opening new accounts and setting up new customer & a/c type on system.
  • Addressing customer’s complaints directly when appropriate or escalating to the Customer Services


The successful candidate will possess:

  • Previous customer service experience
  • Previous administration experience