Customer Consultant

TN United Kingdom; Kendal; On-site; GBP 15,000 - 24,000; Full time

Job summary

Join a forward-thinking organization as a Customer Consultant, where your passion for customer service will shine. This role offers the opportunity to engage with customers, understand their needs, and provide tailored solutions in a supportive environment. With a focus on community and mutual values, you will help customers achieve their financial goals while enjoying a range of benefits, including generous leave and health perks. Be part of a team that values diversity and personal growth, and take the next step towards a fulfilling career.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Generous employer-matched pension contributions

Health and wellbeing benefits

Charity initiatives with paid volunteering days

Training and development opportunities

Private medical insurance

Salary Sacrifice Scheme for hybrid/electric cars

Qualifications

• Experience in customer-facing roles, particularly in banking or retail.
• Ability to work collaboratively in a team environment.

Responsibilities

• Welcome customers warmly and provide tailored solutions.
• Engage with customers to understand their needs and maintain accurate records.

Skills

Customer Service

Communication

Problem Solving

Time Management

Job description

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Hours:

The role will be on a permanent basis, working 23 hours per week across Monday to Saturday to support branch operating hours.

Salary:

£23,600 Pro Rata

Closing Date:

Sun, 11 May 2025

Are you passionate about helping others and providing exceptional customer service?

Would you like to join an organisation that puts its customers at the heart of what they do?

If so, then Skipton Building Society has the perfect opportunity for you!

We are recruiting for a Customer Consultant within our Kendal branch.

The role of Customer Consultant includes engaging in conversations to find out our customers’ needs, providing information about our full savings range, products, and services. By really listening and getting to know our customers, you will help them review their circumstances and goals while providing straightforward, helpful service that lets your enthusiasm and professionalism shine through.

Our branches are the heart of our local communities. Increasingly, our customers want the flexibility of doing transactions online and engaging via our contact centre. In branch, we support our customers face-to-face, virtually, and by outbound contact, reaching them at relevant times. Whether promoting a new product or resolving a problem, you will always place our customers’ needs at the forefront and deliver first-class service every time.

For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver, and over time, a fountain of knowledge to help them achieve their financial goals.

Who Are We?

Not just another building society. Not just another job.

We are the fourth biggest building society in the UK, and what makes us a bit different is that we're a mutual organisation. We do not have shareholders; we are owned by our members.

We value who you are as a person. Our membership is diverse, and we want our colleagues to be as well. Our purpose is to help more people have a home, save for the future, and support long-term financial wellbeing.

Together, you can help us build a better Society!

Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background and goals, we will help you take the next step towards a better future.

What Will You Be Doing As A Customer Consultant?

1. Be the First Point of Contact: You’ll warmly welcome customers, both in-branch and over the phone, making a positive first impression.

2. Engage and Understand: Ask insightful questions to uncover and understand customers’ needs, providing tailored solutions.

3. Listen and Tailor Solutions: Offer personalized solutions based on each customer’s circumstances.

4. Proactive Outreach: Reach out to customers over the phone to identify needs and discuss support options.

5. Maintain Accurate Records: Use internal systems to keep customer records up-to-date, with a focus on supporting vulnerable customers.

6. Adhere to Policies: Follow policies, standards, and controls, supported by training and coaching.

What Do We Need From You?

• Previous experience interacting with customers, in banking, retail, food & beverage, guest services, healthcare, or similar sectors. We value a passion for delivering exceptional service and going above and beyond.

• The ability to work well with others, demonstrating a ‘one-team’ mindset.

• The ability to react quickly during busy periods and handle a variety of customers with excellent time management.

• The desire and ability to grow, adapt, and change with business needs and priorities.

What Is In It For You?

The role is permanent, working 23 hours per week across Monday to Saturday to support branch hours.

The salary is £23,600 per annum, pro-rated to £15,074 for 23 hours/week.

Additional benefits include:

• Annual discretionary bonus scheme
• 25 days annual leave + bank holidays, increasing to 30 days after 5 years
• Holiday trading scheme
• Generous employer-matched pension contributions (up to 10%)
• Health and wellbeing benefits, including Employee Assistance Programme and discount platform
• Charity initiatives with paid volunteering days
• Colleague mortgage and savings accounts, discount schemes
• Training and development opportunities
• Private medical insurance
• Salary Sacrifice Scheme for hybrid/electric cars