Customer Service Advisor - Exeter

Co-operative Bank plc; Exeter; On-site; GBP 23,000; Full time

Job summary

A leading ethical bank in Exeter is looking for a Customer Service Officer/Advisor to provide exceptional service to customers both in-branch and through other channels. This full-time position encompasses a variety of responsibilities, including handling customer inquiries, managing cash transactions, and ensuring a positive banking experience. Candidates with previous customer service experience and strong communication skills will thrive in this rewarding role. The position includes 27 holidays, a competitive pension, and wellbeing support.

Benefits

27 days holiday plus bank holidays

Premium Allowance for Saturday working

Competitive pension with employer contribution

Income protection/life assurance

Paid volunteering days

Corporate discounts

Wellbeing support

Qualifications

• Previous experience gained within a customer service environment is essential.
• Great communicator with a genuine desire to help people.
• Proven success in achieving targets, objectives or deadlines.

Responsibilities

• Assist customers with various personal and business banking needs.
• Handle inbound telephone calls and customer queries.
• Support customers through secure messaging and manage cash transactions.

Skills

Customer service experience

Communication skills

Cash handling knowledge

Attention to detail

Ability to work under pressure

Job description

Customer Service Officer/Advisor

Location: Exeter city centre

Ad-hoc Support required for Plymouth branch

Full Time: 35 hours

Work pattern: 09:00 - 16:30 and every other Saturday 09:00 - 13:00

Salary: £23,000

Close Date: 05/12/2025

Want to change the world? Choose a career that makes a difference

At The Co-operative Bank we’re proud to be different. We’re proud of our values and ethics, and our unique, customer‑led Ethical Policy that shapes everything we do.

Born out of the co‑operative movement over 150 years ago, you could say that doing the right thing has always been our thing. We don’t just help people with their money, but help people fight for justice and the causes they care about.

We put people at the heart of every decision we make and there’s never been a more important time for our Bank to stand up for the causes that matter most to our customers, colleagues and partner organisations.

Join us and help us continue to make progress in environmental and societal change, all with the UK’s original ethical bank.

Working in one of our branch offices is all about the customer experience, what our customers see, hear and feel and is not just simply a transaction. That’s why Moneyfacts have awarded us the “Branch Network of the Year” several years running!

We have a great opportunity for anyone who is looking to kick‑start or continue their career with the financial services industry. It doesn’t matter if you haven’t worked in a bank before, as you will benefit from our comprehensive training program and supportive environment. You will develop expertise in banking practices and gain a deep understanding of our customers, products and services.

We are looking for people with outstanding customer service skills, who excel in a target driven environment, are motivated to succeed and want to thrive in a fast‑paced and rewarding organisation.

What a typical day will look like:

As a Customer Service Officer, you will be a key part of our team, delivering outstanding support to our customers across all our service channels. This includes:

• You’ll be the first point of contact for customers visiting our branch. You will assist them with a wide range of personal and business banking needs, ensuring a positive in‑branch experience.
• Handling a significant volume of inbound telephone calls. You will be an essential part of our bank's service, directly supporting our contact centre by handling customer queries, resolving issues, supporting customers through our digital transformation and providing account support over the phone.
• Supporting customers through other channels, including secure messaging, to address their needs effectively and efficiently.
• Managing cash transactions and ensuring all banking processes are completed accurately.
• Scheduling appointments with our dedicated Personal Banking Team to discuss additional products and services.
• Protecting and educating customers against fraud and scams.
• Engaging with customers from various backgrounds including those who may be vulnerable.
• Working towards personal/team objectives.
• Adhering to day to day regulatory and compliance requirements.
• Working as part of a team, sharing and identifying ways to improve the service provided by the branch.
• Participating in community outreach work and charity projects.

Knowledge, skills and experience required:

• Previous experience gained within a customer service environment is essential.
• Knowledge of cash handling would be advantageous.
• Great communicator with a genuine desire to help people, thriving in an environment where you’ll take ownership of customer interactions.
• Proven success in achieving targets, objectives or deadlines.
• Computer literate with the ability to navigate quickly and confidently around multiple systems whilst speaking to customers.
• Proficiency in assisting customers from diverse backgrounds, including vulnerable individuals.
• Maintain exceptional attention to detail while working in a fast‑paced environment.

What we can offer you:

• 27 days holiday rising to 30 days plus bank holidays.
• Premium Allowance and Time in Lieu for Saturday working.
• Competitive pension with up to 10% employer contribution.
• Income protection/ life assurance.
• 2 paid days for volunteering per year.
• ‘MyReward’ corporate discount for over 800 retailers and Cycle to Work Scheme.
• Wellbeing support ‘Help@Hand’ offers mental health support, physiotherapy and GP appointments.
• Colleague network groups committed to inclusion and diversity within our Bank.
• Family friendly policies and supportive working environment.

We can only consider candidates with the right to work in the UK at this time.

Our Bank is passionate and committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential.

At the beginning of the year, The Co-operative Bank officially became part of the Coventry Building Society Group. Together, we have shared values and an ethical approach towards our members, customers and colleagues.

Rated by Morningstar Sustainalytics in the Regional Banks sub-industry with a score of 11.2 as of 14 January 2025.

As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.

We reserve the right to close this advert early if we receive a high volume of suitable applications.