Customer Consultant

Monmouthshire Building Society; Newport; On-site; GBP 20,000 - 25,000; Full time

Job summary

A regional building society in Newport is looking for a dedicated Customer Consultant to deliver exceptional member services. This permanent role involves various responsibilities, including cashiering duties and community engagement, supporting branch goals. The ideal candidate should have a customer-focused mindset and be detail-oriented. Competitive benefits are offered, including comprehensive health plans and a generous pension scheme.

Benefits

25 days’ holiday plus bank holidays

Private healthcare

Employee Assistance Programme

Generous Stakeholder Pension Scheme

Qualifications

• Ability to deliver high-quality, personalized service.
• Strong interpersonal skills to engage with customers effectively.
• Accuracy in administrative tasks and compliance with policies.

Responsibilities

• Deliver personalized service to members.
• Perform cashiering duties and customer onboarding.
• Promote the branch within the local community.

Skills

Customer-focused

Positive attitude

Detail-oriented

Professional demeanor

Job description

Vacancy: Monmouthshire Building Society is looking for a dedicated and dynamic Customer Consultant to join our Newport Branch on a permanent basis. This position is 35 hours per week, Monday‑Friday, 9-5 (with a requirement to work two Saturdays each month, given back as time in lieu). This role is pivotal in supporting our branch's strategic goals by providing exceptional member experiences and representing our values in the community.

What will we offer you?

25 days’ holiday, plus bank holidays, a day off on your birthday and the opportunity to purchase additional holidays. A commitment to your ongoing training and development, including a rotational development programme. Up to 14 hours of paid Society leave to volunteer for a local community initiative. Various health and wellbeing benefits such as a 24‑hour Employee Assistance Programme, subsidised flu jabs and eye tests. Private healthcare (subject to selection & completion of medical disclosure form). Personal health cash plan and dental cover (subject to selection). Life Assurance – 4 times your basic salary life cover, along with critical illness cover. Generous Stakeholder Pension Scheme – the Society contributes 10% on top of your 3% contribution.

What will you be doing?

As a Customer Consultant, you will deliver high‑quality, personalised service to our members, inspire and engage customers, support the development and delivery of branch business plans, and ensure every interaction reflects our commitment to excellence. You will also perform cashiering duties, maintain high standards of administration, and act as an ambassador for the Society within the community.

Key tasks and responsibilities

• Providing high‑quality, personalised service with a friendly, professional, and efficient approach.
• Supporting and demonstrating a culture of positivity, hard work, high performance, and 'right first time' within the team.
• Performing cashiering duties and customer onboarding efficiently and accurately.
• Ensuring the branch is well‑presented at all times with up‑to‑date and compliant literature.
• Maintaining accurate administrative systems and procedures in line with the Society's Privacy Policy.
• Supporting branch oversight and ensuring monitoring checks are carried out accurately and within timescale.
• Actively promoting the branch and Society within the local business community, enhancing brand awareness and building long‑term business relationships.

What type of person will you need to be?

• Customer‑focused, prioritising the needs of our members and delivering exceptional service.
• Positive, enthusiastic, with energy and a can‑do attitude.
• Professional and friendly, maintaining a professional demeanour while being approachable and supportive.
• Detail‑oriented and accurate in all tasks, maintaining high standards of administration and compliance.
• Adaptable, embracing change and proactive in supporting new initiatives and continuous improvement.
• Community‑mind‑ed, actively engaging with the local community, representing the Society and building meaningful relationships.

The Company Monmouthshire Building Society values the diversity that all sections of the community can bring to our Society. We welcome applications from everyone who shares our values. As a financial services organisation regulated by the PRA and FCA, our staff must be honest, financially sound and maintain high levels of competence and capability in their role. Therefore our pre‑employment checks include adverse credit checks and criminal records checks (DBS checks) at a basic disclosure level for the majority of roles but at the standard level for certain roles.