Branch Customer Advisor — Financial Guidance & Service

SBS Skipton Building Society; Preston; On-site; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Annual leave

Pension contributions

Employee assistance

Discount platform

Volunteer days

Mortgage and savings

Training & development

Private medical insurance

Salary sacrifice car

Job summary

Skipton Building Society in Preston is hiring a Customer Relationship Consultant to engage customers, listen to financial goals and propose suitable products. The role includes in-branch, video and phone interactions within 36 hours per week and a competitive salary.

You will help customers review circumstances and offer tailored savings solutions while delivering first-class service, with opportunities to grow within the mutual organisation.

Qualifications

• Previous experience interacting with customers in a service role.
• Ability to work 36 hours per week and in branch environments.
• Comfort with in-branch, telephone and virtual customer interactions.

Responsibilities

• Engage with customers to understand needs and explain savings products and services.
• Conduct My Review appointments in person, virtually or by phone.
• Proactively contact customers to discuss financial goals and solutions.
• Maintain accurate customer records and follow applicable policies.

Skills

Customer service

Communication

Listening

Job description

Skipton Building Society in Preston is hiring a Customer Relationship Consultant to engage customers, listen to financial goals and propose suitable products. The role includes in-branch, video and phone interactions within 36 hours per week and a competitive salary.

You will help customers review circumstances and offer tailored savings solutions while delivering first-class service, with opportunities to grow within the mutual organisation.