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Customer Adviser

Newcastle Building Society

Newcastle upon Tyne

On-site

GBP 60,000 - 80,000

Part time

22 days ago

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Job summary

A leading regional building society in Newcastle upon Tyne is seeking a Customer Adviser to engage with customers and understand their financial needs. You will work 28 hours per week in a face-to-face environment, assisting with transactions and account openings while ensuring a great customer experience. A competitive salary and a comprehensive reward package are offered, along with a commitment to staff development.

Benefits

Corporate bonus scheme
Pension scheme
25 days’ annual leave plus bank holidays
Health cash plan
Free onsite gym access
Cycle to work scheme

Qualifications

  • Great with people and building customer relationships.
  • Ability to learn and develop new skills.
  • Enjoy working closely with branch colleagues.

Responsibilities

  • Engage with customers daily to understand their financial needs.
  • Set up tills, make customer appointments, and process transactions.
  • Assist in opening savings accounts and cashing up.

Skills

People skills
Strong listening skills
Empathy
Teamwork
Job description
About the role

Would you like to be part of a team who has won Best Regional Building Society for 9 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities.

Do you thrive in a face‑to‑face customer focused environment? If so, our Customer Adviser role could be the perfect fit for you.

Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, listening and really understanding their financial needs and goals.

Every day is different – from opening and setting up the tills at the start of the day, making customer appointments, processing transactions at the counter, assisting in opening savings accounts, to cashing up and closing at the end of the day. Amongst the busy day‑to‑day duties, taking the time to get the kettle on and have a cuppa with your colleagues is also very important to us.

The hours of work are 28 hours per week: Monday – Thursday, 9am – 5pm, plus Saturdays which are worked on a rota basis (typically until 12pm).

About You

Being great with people and building relationships with customers are top of your skill set. Strong listening skills and the ability to empathise are equally important.

A natural team player, you will enjoy working closely with your branch colleagues, ensuring as a team that you deliver an outstanding customer experience whilst supporting the needs of our Society.

We understand you may not have worked in financial services before, and that’s OK, but the desire to learn and develop new skills will be important to us as you flourish in your new role.

In return, we’ll provide you with a tailored 12‑week training programme in one of our dedicated training hubs, development conversations and opportunities to grow and progress your career with us.

About Us

As an inclusive employer and member‑owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are – a place where you belong.

What do you get in return?

As well as receiving a competitive annual salary based on above‑market pay scales, our reward package includes:

Financial
  • Corporate bonus scheme (on target 5%, up to a maximum 10%)
  • Pension scheme (up to 9% employer contribution)
  • Annual performance‑related pay reviews
  • Colleague mortgage scheme
  • Electric car salary sacrifice scheme
  • Life assurance (4× salary) and income protection
  • Access to our financial advisers
  • Access to a range of high‑street and online discounts
Work / Life Balance
  • A 28‑hour weekly contract
  • 25 days’ annual leave + bank holidays (rises to 30 with length of service – pro rata)
  • The option to buy and sell up to 5 days’ holiday
  • Above statutory family leave entitlement – 3 months full pay, 3 months half pay, regardless of gender or route to parenthood
Health and Wellbeing
  • Access to a health cash plan through a Medicash scheme
  • Access to an employee assistance programme
  • Free onsite gym at our Cobalt head office and access to discounted gyms
  • Two paid volunteering days each year
  • Cycle to work scheme

Recognising there’s no one‑size‑fits‑all approach to recruitment, we’re committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process. We strive to make our processes as accessible as possible. If there are any ways in which we can provide support or make adjustments, we would love to discuss this with you. You can contact your recruiter for this vacancy at sarah.smith@newcastle.co.uk.

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