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Banking Customer Service Adviser Training cover image

Banking Customer Service Adviser Training
Online Training Academy

CPD approved | Lifetime Access | No Hidden Fees | 10 CPD Points

Summary

Price
Save 23%
£15 inc VAT (was £19.50)
Offer ends 31 January 2027
Study method
Online, On Demand 
Course format
5 Videos (with subtitles and transcripts)
Duration
1.1 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

Do you want to become a Customer Service Adviser in a bank? This course is perfect for you! It will teach you how to talk to customers, solve their problems, and understand banking services clearly. The Customer Service Adviser job is very important in the banking world. You will learn how to help people with their money, follow rules, and make sure every customer feels happy and safe. Whether you are new or want to grow in your role as a Customer Service Adviser, this training will help you succeed. Each module is made to improve your skills step-by-step. Start your journey to become a top Customer Service Adviser today!

This course is perfect for anyone who wants to work in banking as a Customer Service Adviser. You will gain the confidence to speak with customers, handle their requests, and give the best support. Start your career as a trusted Customer Service Adviser now and open the door to new job opportunities in banking. Become the best Customer Service Adviser your customers can rely on. Choose this course now and train to be a professional Customer Service Adviser.

Be smart. Be skilled. Be a successful Customer Service Adviser!

Course Curriculum:

  • Module 1: The Banking Landscape & Service Foundations
  • Module 2: Navigating Banking Solutions
  • Module 3: Ensuring Secure and Compliant Banking
  • Module 4: Mastering Customer Resolutions
  • Module 5: Cultivating Service Excellence

Learning Outcomes

  • Understand the role of a Customer Service Adviser in banking.
  • Offer banking solutions as a skilled Customer Service Adviser.
  • Follow security rules as a Customer Service Adviser daily.
  • Solve customer problems as a trained Customer Service Adviser.
  • Maintain service standards as a top Customer Service Adviser.
  • Build trust as a reliable Customer Service Adviser in banks.

Key Features:

  • CPD Certified
  • Developed by Specialist
  • Lifetime Access

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

This course contains

Format: 5 Videos (with subtitles and transcripts)

Duration: 1h and 5m

    • 1: Module 1 The Banking Landscape & Service Foundations 13:13
    • 2: Module 2 Navigating Banking Solutions 14:35
    • 3: Module 3 Ensuring Secure and Compliant Banking 13:34
    • 4: Module 4 Mastering Customer Resolutions 10:46
    • 5: Module 5 Cultivating Service Excellence 12:09

Description

This Customer Service Adviser training course is divided into five key modules. It starts with The Banking Landscape & Service Foundations, where learners explore how banks work and what good service means. The next module, Navigating Banking Solutions, helps learners understand different banking products and how to offer them to customers in simple ways. Ensuring Secure and Compliant Banking teaches the rules and safety steps that Customer Service Advisers must follow. In Mastering Customer Resolutions, learners discover how to solve customer problems calmly and professionally. Finally, Cultivating Service Excellence shows how to make every customer happy and keep them coming back. Each module helps learners become more confident, skilled, and ready to work in a bank as a Customer Service Adviser.

Learners will first understand the role of a Customer Service Adviser in banking. They will learn how to give clear, friendly, and helpful support to all types of customers. The course teaches how banks work, what products they offer, and how to talk about these products. Students will also learn about bank rules and how to keep customer information safe. In the customer resolution section, learners will gain skills in listening, solving problems, and staying calm. The last part of the course focuses on giving excellent service every day. By the end, learners will feel confident and prepared to work as a Customer Service Adviser and make a good impression on both customers and employers. Every lesson helps build strong skills for this job.

Who is this course for?

  • Anyone wanting a Customer Service Adviser role in banking.
  • People new to the Customer Service Adviser job.
  • Those working towards a Customer Service Adviser promotion.
  • Staff needing better Customer Service Adviser training.
  • Learners wanting to improve Customer Service Adviser skills.

Career path

  • Bank Customer Service Adviser
  • Branch Support Assistant
  • Banking Call Centre Agent
  • Banking Operations Assistant
  • Customer Relationship Officer
  • Client Services Support in Banking

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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