This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services. Within these organisations there are a number of front line roles that deal with customers on a range of relatively straightforward transactions within a detailed regulatory and risk framework – these may happen in a branch, over the phone, through the internet or be done by an individual in an operations centre that supports other areas of the business.
Typical activities could include, depending on the organisation, branch cashier, dealing face to face with customer enquiries in branches, helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals.
If you have any questions about this course then please contact us by phone on 01252 40 55 55 or message us.
What does the apprenticeship cover?
Find out about the new standard, click on the link:
This standard puts the apprentice on the pathway towards professional membership of the Chartered Banker Institute, the London Institute of Banking & Finance, or the Chartered Insurance Institute, depending on which qualifications are taken. A further qualification may be required to be able to apply for membership.
It forms the foundation of a career within the sector, giving the base for further development through a career path within the organisation which may include a Level 3 or other apprenticeship.
Minimum of 4 GCSE grades A* - D or 3 - 9 to include English and Maths.