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Apprentice Customer Consultant

KBA Financial Services · North West · CW5 5AH

Apprenticeship Level 2 Accounting & Finance
Salary£19,747 yearly
LocationNorth West
PostcodeCW5 5AH
Start date6 Nov 2026
Apply by23 Oct 2026
QualificationCustomer service practitioner (level 2)
Training providercheshire college - south & west
Job ID55209
View role on Apprentago

About the role

Join our team as a Branch Customer Assistant! 🤝 Your mission will be to:

  • Be the first point of contact: Greet every customer with a professional and friendly welcome. 👋
  • Master the till: Accurately handle cash transactions and learn the ins and outs of balancing and operating a cash till. 💰
  • Empower our customers: Assist with opening new savings accounts and guide customers on using online and telephone banking services. 📱💻
  • Be a product pro: Promote relevant products and services to meet our customers' needs. ✨
  • Schedule success: Book appointments for our financial advisers. 🗓️
  • Keep it organized: Complete all administrative tasks with precision. 📝
  • Stay safe and sound: Strictly follow all compliance and security procedures to protect our customers and the business. 🛡️

Key responsibilities

  • Welcome every customer professionally
  • Complete cash transactions accurately
  • Learn to balance and operate a cash till
  • Open savings accounts
  • Help customers with online and telephone banking

Entry requirements

GCSE in: (English (grade C/4), Maths (grade C/4))