Customer Consultant - Mumbles (FTC til 31/07/2027)

Principality

Mumbles

On-site

GBP 21,000 - 32,000

Full time

12 days ago

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Benefits offered by this job

Belong benefits package
Development opportunities

Job summary

Principality is seeking a Customer Consultant to deliver warm, friendly banking service in our branch network across Mumbles, Merthyr Tydfil, and Cardiff. You will assist customers with everyday transactions and support them through phone and digital channels.

You will identify financial needs and recommend suitable products, while ensuring smooth daily operations and compliance with policies. This branch-based, people-focused role offers growth within a community-focused building society with a

Qualifications

  • Ability to deliver outstanding customer service, either face-to-face or over the phone.
  • Great communication and people skills with a friendly and professional manner.
  • A proactive attitude and willingness to learn and grow in the role.

Responsibilities

  • Provide a warm, friendly welcome and help customers with everyday banking transactions.
  • Support customers over the phone and through digital channels.
  • Identify financial needs and recommend suitable products and services.
  • Ensure the smooth running of daily branch operations in line with policy and procedures.
  • Stay up to date with internal policies and regulatory requirements.
  • Work collaboratively with colleagues across the branch network to deliver exceptional service.

Skills

Customer service
Communication
Teamwork

Job description

Location: Principality Branch, Mumbles

Hours: 35

Contract Type: Full-Time, Fixed Term Contract

Location: Principality Branch, Merthyr Tydfil

Hours: 35

Contract Duration: Full-Time, Fixed Term Contract

Location: Principality Head Office, Cardiff

Hours: 35

Contract Duration: Full-Time, Fixed Term Contract

Hours: 35 - Talk to us about Flexible Working

Hours: 17hrs Thursday & Friday 9-5, every Saturday 9-12

Contract Duration: Part-Time, Fixed Term Contract

Closing Date: 06 September 2026

BELONG – There’s no place like Principality

At Principality, belonging isn’t just a value — it’s how we show up for each other and our members every day.

Our branches are at the heart of our communities. They’re where relationships are built, trust is earned, and members receive the personal service Principality is known for. Working in branch means being present, connected, and part of a close-knit team that supports members through important moments in their lives.

Why consider a role in our branch network?

This opportunity allows you to build on your existing experience while making a meaningful difference within your local community:

In-branch, people-focused work – This is a fully branch-based role, providing the opportunity to work directly with members and colleagues in a collaborative, supportive environment.

Strong team connection – Being based in branch supports close teamwork, shared learning, and day-to-day support from colleagues and leaders.

An inclusive and supportive culture – We’re proud to be recognised as one of the Inclusive Top 50 UK Employers (ranked 27th in 2025), reflecting our ongoing commitment to inclusion and belonging across all roles, including our branch network.

Purpose-led customer service – Our continued success at the Fairer Finance Awards 2025, including Double Gold Awards for Customer Satisfaction for Savings and Mortgages, reflects the quality of service delivered by our branch colleagues.

Wellbeing and development support – Our Belong benefits package and development opportunities are designed to support your physical, mental, and financial wellbeing, helping you grow your career within Principality.

Our branch colleagues play a vital role in delivering the trusted, personal service our members value. The work is hands-on, rewarding, and rooted in community.

When it comes to belonging, there truly is no place like Principality — and our branches are where that belonging comes to life every day

As aCustomer Consultantyou will be:

Providing a warm, friendly welcome and helping customers with everyday banking transactions.

Supporting customers over the phone and through our digital channels.

Identifying financial needs and recommending suitable products and services.

Ensuring the smooth running of daily branch operations in line with policy and procedures.

Staying up to date with internal policies and regulatory requirements.

Working collaboratively with your colleagues across the branch network and deliver exceptional service.

What we’re looking for:

Ability to deliveroutstanding customer service, either face-to-face or over the phone.

Ability to stay calm and focused in a busy environment.

Great communication and people skills with a friendly and professional manner.

A proactive attitude and willingness to learn and grow in the role.

We’re more than a building society – we’re part of the community. That’s why we have pledged to keep our branches open until at least 2030. Join us and be part of the business that truly puts our customers first.

We reserve the right to close this vacancy early should we receive a high volume of applications.

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