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Senior Financial Services Customer Adviser
Level 3 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£8,000 (funded by the levy or 95% government grant)
Duration:
14 months + 3 months for End Point Assessment
Overview
In the financial services sector, trust is at the heart of building sustainable client relationships. Designed by high street banks and specialist financial providers, this apprenticeship will develop the advanced customer service skills, product knowledge and communication approaches needed to retain clients and drive profitability.
Employer Benefits
Develop market-leading customer service skills that will enable you to outperform your competitors
Use your levy or government funding to upskill staff and improve their productivity and performance
Build a customer-focused culture that can drive client retention
Respond to complex questions, concerns or complaints with confidence
Learner Benefits
Gain a professional qualification that is the stepping stone to more senior roles
Build your customer service expertise and become the lead in your organisation for complex customer conversations
Develop the skills to build and maintain effective client relationships and use them to achieve your targets
Improve your self-confidence and resilience
Key Skills
During the apprenticeship you will develop your communication skills, understand how to build effective client relationships and improve results. You will also enhance your:
Problem-solving skills
Flexibility and resilience
Understanding of legal, regulatory and compliance requirements
Teamworking
Professional Qualifications
Apprentices will be able to study the Certificate in Retail and Digital Banking (Cert RDB) as part of this apprenticeship.
Who Is This For?
This apprenticeship is designed for more experienced individuals working in a customer-facing role within the financial sector. It will give them the skills and confidence to manage more complex customer queries and to support colleagues to deliver exceptional customer service.
Typical Job Roles
Senior Customer Service Adviser
Customer Service Team Leader
Delivery Method
Online or face-to-face live tutor-led masterclasses, guided self-study, practical workplace tasks, and 1:1 mentoring support.
Career Progression
On successful completion of the apprenticeship, you will have the knowledge and experience to progress to more senior roles, including Customer Service Manager, Branch Manager, or Operations Manager.
Interested?
To learn more about apprenticeships and how they could benefit you, fill in our short enquiry form and a member of our team will be in touch for a no-obligation chat.
Who Are Workpays?
Workpays is a multi-award-winning training provider that supports businesses and individuals to make small changes that lead to big differences.
We partner with businesses to upskill their workforce and attract high-quality talent, enabling them to outperform their competitors. We empower individuals to take the first and next steps in their career, building their confidence and expertise.