Which jobs in management
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Banking Customer Service Advisor

Bank Account Manager, Client Manager, Financial Advisor

A Banking Customer Service Manager works in a branch, and deals with professional or private clients/customers. Under the responsibility of a branch manager, they provide clients with support and financial advice. They sell new financial products to meet client needs.


  • They stay informed about and ensure they are trained in all the products and services offered by their bank.

  • They manage their client portfolio and oversee client accounts.

  • They meet with clients, advise them and develop customer loyalty.

  • They study the needs of their clients and offer them suitable financial products. They advise them on investments.

  • They put together financing packages and assess the risks.

Required skills

  • Good listening skills
  • Good interpersonal skills
  • Patience
  • Business acumen

What you need to learn/master

  • Business management
  • Accounting
  • Financing techniques
  • Banking and insurance
  • Negotiation and customer relations

Career opportunities and progression

  • Business Account Manager
  • Wealth Manager
  • Branch Manager

Qualification requirements

3 years of post-High School education


Junior: €25,000 - €35,000

Experienced: up to €50,000