- to be thorough and pay attention to detail
- customer service skills
- the ability to work well with others
- patience and the ability to remain calm in stressful situations
- the ability to accept criticism and work well under pressure
- ambition and a desire to succeed
- the ability to sell products and services
- maths knowledge
- persuading skills
- to be able to carry out basic tasks on a computer or hand-held device
Your day-to-day duties may include:
- dealing with other businesses, private or company investors or members of the public
- using computerised systems to access customer information and update account details
- answering customers' questions
- providing straightforward information or dealing with complex enquiries
- processing payments and withdrawals
- keeping accurate records
- promoting financial products and services
- handling complaints or referring them to a supervisor
- referring customers to staff to sell financial products
You could work in an office.
With training and qualifications, you could specialise in mortgage advice, pensions work or financial advice.
You can find out more about becoming a financial services customer adviser from The London Institute of Banking and Finance.Powered by Pathways.