Senior Financial Services Customer Advisor Review

by Coutts

Rating

6.2/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:

    • - I greet and ID clients - Deal with banking queries -Credit cheques -Explain the safety deposit box procedure and carry it out -Direct clients to the relevant team/person depending on their query -Liaising with private bankers - Maintaining client confidentiality -Escorting clients through the office - Manning the host/reception desk

    7/10
  • 2. Have you learnt any new skills or developed existing skills?

    • Learnt how to- 1) Work in a team whilst under pressure 2) Deal with impatient clients and de-escalate situations. 3) I've improved on my administrative skills 4) I've learnt how to ID clients 5) I have built on my organisational skills and time planning.

    8/10
  • 3. To what extent do you enjoy your programme?

    • The work side is great however, there have been various implications with the studying aspect from the majority of apprentices.

    8/10
  • 4. How well organised/structured is your programme?

    • There is still a lot of uncertainty about the training although my main point of contact is doing what she can and is always available. The issue is above her so unfortunately even she cannot answer the questions I have.

    6/10
  • 5. How much support do you receive from your employer?

    • My team, mentor and manager are always available and have regular meetings with me to ensure there is nothing more they can do.

    8/10
  • 6. How much support do you receive from your training provider when working towards your qualifications?

    • We need more support with the exam as the study material doesn't correlate to the exam. This has been raised but there are not a lot of people free to take charge of these sessions and getting the time off work for an hour or so can be difficult.

    4/10
  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

    • My apprenticeship is to become an financial advisor however, I haven't really done any financial advisory. I have completely different role to the one I signed up for although I do enjoy it.

    2/10
  • 8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

    • Yes but due to Covid 19 many have been placed on hold

    7/10
  • 9a. Would you recommend Coutts to a friend?

    • Yes

  • 9b. Why?

    • I've had lots of fun, and met some amazing people. I have definitely become more employable and genuinely enjoy what I'm doing. Considering I am still quite young I believe I've now acquired the skills that act as a foundation to build my career.

  • 10. What tips or advice would you give to others applying to Coutts?

    • There are so many areas within Coutts ranging from investment banking to the Mortgages team so there are various opportunities you can venture into and explore. Coutts are an inclusive organisation that made me feel welcome from the day I joined

Details

Level 3 Apprenticeship

Finance

London

May 2022

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