Customer Consultant

Yorkshire Building Society; North Creake; Sur place; GBP 21 000 - 27 000; Plein temps

Avantages offerts par ce poste

Holiday 28 days + bank holidays + buy

On target bonus 7% (up to 15%)

Pension up to 11%

Private medical insurance

Benefits portal

Résumé du poste

Yorkshire Building Society Cromer branch is seeking a Customer Service Advisor to help members achieve their financial goals. You’ll build relationships, support across branches, phone, and online channels, and focus on doing what’s right for members without sales targets.

You don’t need prior financial services experience; instead you’ll bring a proactive mindset, empathy, and willingness to learn through our development and training programs.

Qualifications

• Background in financial services not required; mindset and values matter.
• Willing to learn and develop through training and development opportunities.
• Ability to service customers across multiple channels with a focus on first contact resolution.
• Value diversity and create an inclusive, welcoming environment.

Responsabilités

• Service customers across in-branch, phone, and online channels, with a focus on first contact resolution.
• Assist customers with savings and mortgage needs, including counter transactions and referrals.
• Build meaningful relationships with members and ensure their needs are looked after.

Connaissances

Empathy and emotional intelligence

Build strong relationships

Growth mindset

Adaptability and positivity

Customer-focused service

Digital skills & learning

Outils

CRM software

Description du poste

About the Role

As a Customer Service Advisor, you’ll:

• Build meaningful relationships with our members and help them find the right products and services to support their goals—whether that’s saving for a special trip, buying a first home, or planning for the future.
• Communicate confidently across multiple channels, including in-branch, over the phone, and online, to support members with their accounts.
• Focus on doing what’s right for our members—without the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Cromer Branch.

We are a friendly team looking for someone to join the experienced team of 5 here to help us deliver and drive our fantastic customer experience in the Cromer branch. If you are passionate about getting to know our customers and making sure all their needs are looked after and can demonstrate you care for people then you may be a perfect fit. We see lots of regular customers who we love getting to know along with welcoming and encouraging new customers to our branch, our customers quite often comment on the family like atmosphere and we take pride in the service they receive in the branch.

We are looking for a team member who can service our customers through all business channels with a focus on helping them at the first point of contact so they feel we are easy and simple to do business with. Your day will be varied and will include helping customers with all of their savings and mortgage needs and requirements, including counter transactions, savings meetings and appropriate referrals.

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

• Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
• Thrives in dynamic environments and embraces change with curiosity and positivity.
• Values diversity and understands the importance of different perspectives, experiences, and skills.
• Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
• Builds strong, respectful relationships with members and teammates.
• Has a growth mindset and is eager to learn through our training and development opportunities.
• Is confident using digital tools and open to learning new technologies.
• Is committed to personal development and staying future-ready.

About Us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.

Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

• Holiday. You’ll get 28 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
• Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
• Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
• Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
• My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts