Apprentice Customer Consultant

This is an exciting opportunity for someone looking to start a career within financial services. You will learn all aspects of working within a busy Building Society Agency, delivering outstanding customer service whilst developing the skills required to become a fully competent Banking Consultant.

What you'll do

Key responsibilities include:

• 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
• Promote appropriate products and services
• Book appointments for advisers
• Complete administration accurately
• Follow all compliance and security procedures

Training

In-house training plus the candidate will follow a Level 2 Apprenticeship programme and study towards a Level 2 Customer Service qualification. This training will be structured and delivered by Cheshire College – South & West. If the candidate does not hold GCSE grades A-C (9-4) or equivalent, they will be required to complete a Level 2 Functional Skills in the relevant subject

After the apprenticeship

The role offers genuine opportunities in financial services. Learning from an experienced team and an opportunity to do future qualifications including those from the college. It will also provide the successful candidate with lots of transferrable skills.

Skills

• Communication skills
• Attention to detail
• Number skills
• Team working
• Honest
• Reliable
• Professional appearance

Qualifications

• Essential: GCSE, English (grade C/4)
• Essential: GCSE, Maths (grade C/4)

Things to consider

Please note - due to the sensitive and confidential information which will be handled in this role, candidates must be 18 years or older.

About the employer

We are a professional, friendly financial service business providing Building Society services together with mortgage and financial planning support. We pride ourselves on delivering exceptional customer service, building lasting relationships and helping our customers achieve their financial goals.

Apprenticeship details

• Course: Customer service practitioner (level 2), Sales, marketing and procurement
• Apprenticeship level: Intermediate (level 2)
• Training provider: CHESHIRE COLLEGE - SOUTH & WEST
• Expected duration: 1 Year
• Hours: 35 hours a week. Working week: Monday to Friday 9am - 4:30pm plus 30 mins for lunch.

Every other Saturday 9:30am – 12pm on rota basis e.g. 1x per month

• Start date: 6 November 2026
• Positions available: 1
• Wage: £19,747 a year