This standard is aimed at people working across the Financial Services sector in front-line roles that require a high level of technical knowledge and skills across a wide range of products. Duties might include:
- Understanding customer needs and meeting these needs through correct product recommendations e.g bank accounts, loans, insurance policies.
- Proactively calling customers to strengthen relationships.
- Resolving difficult complaints.
Please note it is essential that Apprentices on this programme work in external customer-facing roles.
As part of this Apprenticeship there is also the option to complete a Team Leader elective for those working in first line manager roles.