Who is the apprenticeship for?

Accelerate Career Growth: Apprentices gain valuable skills and knowledge specific to the retail banking industry, enhancing their expertise in customer service, financial products and industry regulations. Through practical experience and structured learning, apprentices will develop personally and professionally, acquiring transferable skills that benefit them throughout their career. Successful completion of the qualification opens doors to various career opportunities within the Retail Banking sector, including roles such as Senior Customer Service Representative, Cash Supervisor, Customer Service and Operations Manager and Branch Manager.

Industry-Recognised Certification: Apprentices will have the opportunity to earn a prestigious industry-recognised certification, providing them with a competitive edge in the job market.

Practical and Real-World Learning: Our programme emphasises practical, real-world learning. Apprentices will practice skills in the workplace collaborating with experienced colleagues and supported by ALS professionals who will guide the apprentice through every step of the process.

Tailored Curriculum: Our comprehensive curriculum is designed to meet the demands of the continually evolving insurance industry. It has a flexible approach and allows apprentices and their employers to choose optional and additional units that meet the requirements of their job role. Apprentices will cover essential topics such as regulatory compliance, customer relationship management and building effective working relationships and networks with colleagues.

Experienced and Knowledgeable Advisors: Throughout the apprenticeship, we will provide access to a network of experienced advisors who will offer guidance, coaching, support, and feedback.

This apprenticeship is made up of a combination of mandatory units and optional units. We will work with you to decide which optional modules are most suited to you and your job role.

Units include:

• Complying with regulations within the financial services environment.
• Improving and maintaining workplace competence in a financial services environment.
• Providing information to customers in a financial services environment.
• Dealing with complaints relating to financial services products and/or services.
• Managing the business relationship with clients in a financial services environment.
• Establishing, monitoring and maintaining bank or building society accounts for customers.
• Managing branch counter services.
• Supervising the administration of retail financial products and services.
• Processing the transfer of foreign currency.
• Operating credit control procedures.
• Operating payment by instalments.
• Assessing and using complex financial information to reconcile accounts.

And many more…

• Typical duration of 18 months.
• Induction session for apprentices and for their line managers.
• One to One tutor coaching and assessment support sessions.
• Cert RDB is a 2-hour online examination supported by online study resources.
• 4 Essential skills assessment days. (2 Preparation days and 2 Live Task days)
• 2 hour long essential skills confirmatory tests.

Learners who select the Level 3 Certificate in Customer Services will not undertake the Cert RDB examination.

Essential Skills activities are not applicable to apprentices with exemptions.

• Level 3 NVQ Certificate in Providing Financial Services (Retail Banking Pathway)
• LIBF Certificate in Retail and Digital Banking (CertRDB) or Highfield Level 3 Certificate in Customer Service
• Essential Skills Wales Level 2 in Communication
• Essential Skills Wales Level 2 in Application of Number

Essential skills may not be applicable where apprentices can show an exemption