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Banking & Savings Adviser

An overview of the role

Working in the banking hall of your branch, you'll talk to customers about our products and services and help them find the right one for their needs. It's all about finding a balance between delivering the highest standards of customer service while also looking for opportunities to sell products to help the branch meet its sales targets.

Other key responsibilities

As you'll be one of the first people customers talk to about their needs, you'll play a key role in referring them to the specialists we have in each of our branches. For example, someone might want to find out about our mortgages, so you'd then organise for them to see one of our mortgage advisers. You'll also need to keep an eye on what our competitors are offering so that you can highlight the benefits of our own products in comparison.

The skills and experience you'll need

You'll need to be friendly, helpful and able to put customers at ease so that they feel confident about your recommendations. The ability to spot a sales opportunity (and have the confidence to act on it) will be key, especially as you will have goals to achieve – both personally and as part of the branch team. With that last point in mind you'll also need to be a good team player who's motivated, by having targets to meet.

What we'll give you in return

Read more about the rewards you can look forward.

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"...Since I arrived at the branch where I'm currently working, I've never felt alone because there are always colleagues around to help me."
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