Branch Customer Experience Advisor

Skipton Building Society; Harrogate; Hybrid; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Annual discretionary bonus

Holiday trading

Pension

Discounts

Volunteer days

Medical insurance

Training

EV salary sacrifice

Job summary

Skipton Building Society is recruiting a Customer Consultant to work at the Harrogate & Wetherby Branches. You will greet customers, understand their needs, and offer tailored savings products and services with a friendly, professional approach.

The role supports in-branch, virtual and outbound contact, with a focus on helping customers review their circumstances and goals while providing a first‑class service. Training and development are part of the role.

Qualifications

• Previous experience interacting with customers in person or over the phone.
• Experience in a Contact Centre environment is helpful.
• Background in retail, food & beverage, guest services or health/care is acceptable.

Responsibilities

• Be the First Point of Contact: welcome customers in-branch and over the phone to create a positive initial impression.
• Engage and Understand: ask insightful questions to uncover customer needs and offer tailored solutions.
• Listen and Tailor Solutions: tailor recommendations to individual circumstances for best outcomes.
• Proactive Outreach: contact customers by phone to discuss how Skipton can support them.
• Maintain Accurate Records: keep customer records up to date and identify vulnerable customers.
• Adhere to Policies: follow policies and participate in training and coaching.

Skills

Customer service

Communication

Teamwork

Flexibility

Job description

Skipton Building Society is recruiting a Customer Consultant to work at the Harrogate & Wetherby Branches. You will greet customers, understand their needs, and offer tailored savings products and services with a friendly, professional approach.

The role supports in-branch, virtual and outbound contact, with a focus on helping customers review their circumstances and goals while providing a first‑class service. Training and development are part of the role.