Customer Service Assistant (Savings Accredited) Review

My current role is a customer service advsior at Lloyds Bank and my day to day role involves providing our customer with an excellent service and looking at our customers current financial situation to see if there is anway myself or my colleagues can make or save our customers money and also to ensure our customers are getting the best out of their banking with us. Further aspects of my day to day role is managning general enquiries that customers may have, dealing with fraud cases and also assisting my management team in my branch with the day to day management.

Over the past 12 months I have been looking deep in to my next role which is a personal banking advisor which is a mixture of my current role but in that role i would be able to actually open new bank accounts, provide customers with lending products, etc. Furthermore I have become licensed to be able to open savings accounts in line with my apprenticeship course and this allows me to not only have more of an in depth conversation with our customers about their savings and their banking but also to be able to build more quality relationships with teh customer and the bank. I have also learnt more about our compliance and also learnt about the operations of back office accounts and how our advisors build business.

I find the programme very insightful and knowing that I am working towards a very high quality qualification at the end of the programme is a really good insentive for myself. However, i feel that i have not been managed too well.

Quite

The structure and organisation of the programme is outstanding with clear deadlines and timescales of my course and when thinsg will be happening. However, I have been held back by my management team in branch in helping me to be where i need to be.

Alot

not very much

Nor good nor bad

no

Yes

Because it is very historic company to work for and its a company full of pride of their staff and customers. How we help our customers as well is very rewarding.

I would say to them to keep an open mind about everything and always attempt anything and everything with a possitive attitude and always seek to achieve beyond your best.