Financial Services Customer Advisor Level 2 - Apprenticeship

Financial Services Customer Advisors will gain the skills, knowledge and behaviours to:

• Deliver excellent service, identifying and meeting or exceeding customer requirements. Support customers in the use of digital solutions.
• Uses company systems and processes to deliver services to customers.
• Consistently support colleagues and collaborate to achieve results. Build and maintain strong working relationships with own team and other parts of the organisation they deal with.
• Deal effectively with customers and colleagues, showing good interpersonal skills and the ability to communicate well through a range of media e.g. phone, face to face, email, social media.
• Work to deliver the best customer outcome, in line with company policy, regulation and best practice when handling problems and complaints. Escalates as appropriate.
• Identify opportunities to improve performance and service; acts on them within the authority of their role. Successfully implement changes that are required.
• Seeks feedback and acts on it to improve their performance.
• Be truthful, sincere and trustworthy in their actions. Show integrity by doing the right thing. Maintain appropriate confidentiality at all times.
• Adapts positively to changing work priorities and patterns when new tasks need to be done or requirements change.
• Displays energy and enthusiasm in the way they go about their role, dealing positively with setbacks when they occur. Can stay positive under pressure.