Customer Representative - Edinburgh

Customer Representative - Edinburgh

Full-Time 26500 - 26500 £ / year (est.) No working from home possible
Description This

At a Glance

  • Tasks: Make a real impact by supporting customers with their banking needs every day.
  • Company: Join a forward-thinking bank committed to keeping branches open and accessible.
  • Benefits: Enjoy 25 days holiday, health perks, and ongoing training for career growth.
  • Other info: Dynamic role with opportunities for personal development and a competitive salary.
  • Why this job: Be part of a team that values customer care and community support.
  • Qualifications: No banking experience needed, just a passion for helping others.

The predicted salary is between 26500 - 26500 £ per year.

Making a meaningful difference for our customers, every day. As a Customer Representative, you will make a real impact from day one. You’ll be a key part of the branch team, supporting customers in person, over the phone and online. You’ll help with everyday transactions, answer queries, and guide customers towards banking services and digital tools that make managing their money easier. No two days are the same, and you’ll be trusted to adapt your approach to meet the needs of different customers and situations.

We exist to do what’s right for customers, taking the time to listen, offering trusted guidance, and supporting people through everyday banking moments and life‑changing decisions.

Where you’ll be working: We’re looking for a Customer Representative for our branch in Edinburgh. This role is a permanent position, working full time, 35 hours per week, Monday to Saturday. You’ll need to be within a 45‑minute commute of the branch you’re applying to work in. Our training is designed to set you up for success in your role. The first three weeks are an important part of your journey with us, so we ask that no holiday is taken during this time. Your start date will be confirmed once an offer is made.

The extras you’ll get:

  • 25 days holiday per year, which increases over time to 30. Plus, you can ‘buy’ up to 10 extra days each year, giving you even more choice.
  • Wellhub access for a range of free and paid options for health and wellness.
  • Up to 2 days of paid volunteering a year to support causes that matter to you.
  • Ongoing training and development to grow your skills and build a rewarding career in banking.
  • An annual performance‑related bonus to recognise the impact you make.
  • Access to private medical insurance helping you look after your health and wellbeing.
  • A highly competitive pension to help you build a strong foundation for retirement.
  • Life assurance to provide peace of mind for you and your loved ones in the event of your death.
  • A great selection of additional benefits through our salary sacrifice scheme.
  • Competitive salary starting at £26,500 per annum (effective 1 July 2026).

What you’ll be doing: You’ll deliver great customer experiences across a range of banking moments. Whether customers choose to visit us in branch, speak to us over the phone or use our digital services, you’ll be there to support them with care, clarity and confidence.

  • Welcome customers into the branch and take the time to understand their needs and offer trusted, friendly help with their banking.
  • Handle a range of transactions and queries accurately, while keeping customer needs, security and fairness front of mind.
  • Guide customers through banking products and services that are right for them, helping them to manage their money with confidence.
  • Work closely with colleagues within a busy branch environment, supporting one another to deliver excellent customer service even at peak times.
  • Take responsibility for doing things the right way, following processes, spotting potential issues, and escalating concerns where needed to protect customers and Nationwide.
  • Above all, you’ll play a vital role in keeping face‑to‑face banking meaningful and accessible on the high street, helping customers to feel supported, respected and confident in their banking.

About you: Our Customer Representatives deliver simply brilliant experiences for our customers. You don’t need experience in banking, but experience or a passion to work in a customer‑service environment will help you thrive. You should be able to show how:

  • You take pride in helping customers feel confident, supported and listened to, even when things are busy or complex.
  • You bring patience, empathy and strong people skills, to fully understand our customers’ banking needs.
  • You’re comfortable working in a fast‑paced environment, where priorities can shift and no two interactions are the same.
  • You stay calm under pressure, adapt quickly, and approach change with a positive mindset.
  • You’re confident using technology and are digitally savvy.
  • You enjoy working as part of a high‑performing team and understand that great customer experiences are built through a strong team.
  • You communicate clearly and naturally with people and can confidently guide customers face‑to‑face, on the phone and through our digital services.
  • You take ownership to get things done, and act with care and integrity to protect our customers and their money.

Our customer‑first behaviours:

  • Feel what customers feel – We step into our customers’ shoes, using their feedback and insights to empathise with them and to understand their needs, so that every decision we make starts and finishes with our customers in mind.
  • Say it straight – We are brave in speaking out and saying what we think – we’re honest and direct with good intent, openly sharing diverse perspectives to reach the best conclusions and using language everyone can understand.
  • Push for better – We don’t settle for mediocrity, we challenge the status quo, taking responsibility for continuous improvement and personal development.
  • Get it done – We prioritise what will have the greatest impact, we are decisive, and we take accountability for delivering brilliant customer outcomes.

Job Info: Job Identification 3721 Apply Before 06/18/2026, 10:55 PM Locations 17 South St Andrews Street, Edinburgh, Lothian Region, EH2 2AU, GB

Customer Representative - Edinburgh employer: Description This

As a Customer Representative in our Edinburgh branch, you'll be part of a supportive team dedicated to making a meaningful difference for our customers every day. We offer a vibrant work culture that prioritises employee growth through ongoing training and development, alongside competitive benefits such as 25 days of holiday, private medical insurance, and opportunities for paid volunteering. With our commitment to keeping branches open and accessible, you’ll play a vital role in your local community while enjoying a rewarding career in banking.

Description This

Contact Details:

Description This Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Representative - Edinburgh

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Description This. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Customer Representative - Edinburgh

Customer Service Skills
Communication Skills
Empathy
Patience
Problem-Solving Skills
Adaptability
Digital Literacy

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Description This.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Description This's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Description This

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Description This.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Description This will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Description This employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.