customer service finance advisor Review

Working as part of a team in Gateshead Branch I have assisted in general business duties: Opening and closing Branch. Opening and closing tills. Serving customers and operating the tills. Promoting services and products available with Newcastle building society. Booking appointments and promoting Financial advice for customers. Customer service. Cash and Cheque handling.

I have learned how to operate the tills and systems used within the branch. Via talking to customers daily I have also been able to work on sales pitches within conversation to prevent them being too scripted. During my time here I have also been educated in saving, pensions, retirement and general mortgage advise.

Each day can be different in regards to the queries however many of the customers come in daily and the more interaction you have the more rapport and easier the approach to try and offer advice in ways the building society can aid them. I am fortunate to have a lovely group of people working in Gateshead and I enjoy spending my work days along side them as I learn.

early on in the program not too much information was provided I would have like a detailed plan of the program from being enrolled rather then waiting a month for a meeting. I am eager to find out what the program involves and what revision will be required or if any tests are included.

[This section of the comment has been removed by a member of the RateMyApprenticeship Team because it did not meet our site terms and conditions] is my manager and he is very supportive and encouraging. The full team have been amazing in regards to helping me through my first few weeks. I have worked with all of the team at some point and [This section of the comment has been removed by a member of the RateMyApprenticeship Team because it did not meet our site terms and conditions] has religiously included me in all discussions and activities. I am confident with the support I have received so far that the program will be no issue and I can turn to my colleagues for advice when required.

I have yet to start my actual program however I am looking forward to my first meeting [This section of the comment has been removed by a member of the RateMyApprenticeship Team because it did not meet our site terms and conditions]. I have attended assessment days and princes trust presentations which have enjoyed. I believe the program encourages you and helps build your confidence to present opinions and project and ideas you have with full support.

I think actually working along side of the training will be a massive help. Learning on paper and putting into practice is a brilliant idea and one I know will work for me. I expect once I have finished the year program I will feel confident that I can comfortably complete any task provided.

The Branch often arrange team nights out and meals. The relationships within the branch are excellent and via this they have produced a strong team network which works within day to day as everyone chips in to do there bit. The men within the branch attend football and go to the gym together after work some nights.

Yes

Prior to joining the society I was not aware just how much the services we offer can help customers to plan for their future and consider things like pensions, and retirement. I have most certainly learned a lot from being here in such a short time and I will be using the services to help going forward when I buy my first home or review my savings and pensions, generally to discuss things for my future. I will be taking advantage of the free financial advise which we offer within the society and customers need to be made more aware of this and I would highly recommend becoming a customer of NBS

Go for it! You've got nothing to loose and loads to gain. The society offer many paths which you can progress within. This to me seems like a good starting point. By completing my first year on the program I can watch and experience so many different job positions and make a clear choice as to which I would like to dedicate my self to.