Telephone Banking What's the job? Your personality always strikes the right note.
Customer Service Advisors and Sales Advisors

All about the role


Every customer who calls Lloyds TSB is on a journey. Whether our customer is looking to get on the property ladder or simply get to the end of the month we’re there to help them get to where they want to be.

That’s why our telephone advisors are so important. They’re responsible for putting customers at ease, earning their trust and finding products and services that are best suited to their needs.

Both roles have a sales element. For Customer Service Advisors it’s about responding to queries and spotting opportunities. For Sales Advisors it’s about bringing sales to a close. But the key thing is knowing what’s right for our customers – and finding out what really makes them tick. Drawing on expert product and services knowledge, it’s your job to make sure there’s a smile on customers’ faces when they put down the phone.

But it’s not just about lifting customers’ moods with your sparkling personality. You’ll also be expected to:

  • Help achieve your team’s challenging objectives
  • Introduce customers to all the different ways they can bank with us, such as the internet, so they get the very best out of our service
  • Update your knowledge of our products and services, so you can tell customers all about the key features and benefits available
  • Take ownership of calls, yet understand when it’s time to pass them on.

All about you

You’ll be an ambassador - for your team, your site and for Lloyds TSB. Proud of what you do and where you work, you’ll spread that vibe to customers and colleagues alike. When the going gets tough, you’ll find the extra energy and determination to see things through.

When a customer or colleague is in need of support, you’re always there to help and offer solutions to problems. A natural team player, you’ll inspire those around you by adapting to and thriving on change. Ultimately, you’ll always be striving for improvement, making Lloyds TSB a better place to bank – and a better place to work.