Customer Relationship Consultant

Skipton Building Society; Bracebridge; On-site; GBP 21,000 - 26,000; Full time

Job summary

A leading financial institution is seeking a Customer Relationship Consultant for their Lincoln branch. The role involves understanding customer needs and providing tailored financial product solutions. Ideal candidates will possess strong communication skills and experience in customer interaction. A permanent position offering a competitive salary and various benefits is available.

Benefits

Annual discretionary bonus scheme

25 days standard annual leave

Employer matched pension contributions

Qualifications

• Previous experience of interacting with customers.
• Enjoy meeting new people and engaging in purposeful conversation.
• Ability to work well alongside others with a 'one-team' mindset.

Responsibilities

• Engage and identify customer needs through active listening.
• Act as the first point of contact for customers in the branch.
• Conduct 'My Review' customer appointments face to face or virtually.

Skills

Customer interaction

Effective communication

Time management

Job description

We are recruiting for a Customer Relationship Consultant to work at our Lincoln branch. The role includes engaging in conversations to find out our customers' needs, providing information to them about our full savings range, products, and services that we offer.

You will engage with our customers through our 'My Review' appointments, which is a great opportunity to understand and discuss our customers' financial goals in a friendly conversation. By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are, whether that be financial, family, retirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their needs.

Responsibilities:

• Engaging, understanding and identifying customer needs through asking great questions, listening to customers' specific circumstances and tailoring the relevant solution to their needs whilst ensuring the right outcome for the customer and the society.
• Acting as the first point of contact for customers in branch with enthusiasm and a desire to help our customers.
• Conducting 'My Review' customer appointments face to face, virtually or by telephone.
• Proactively contacting our customers over the phone to identify and discuss their needs.
• Educating each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly.
• Using internal systems to ensure that a customer's records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately.

Requirements:

• You will have previous experience of interacting with customers.
• You will enjoy meeting new people and engaging in purposeful conversation.
• The ability to work well alongside others, with a 'one-team' mindset.
• The ability to react fast when the day gets busy and handle a wide variety of different customers with excellent time management.
• The desire and ability to grow, adapt and change whilst accommodating business needs and priorities.
• You will be an effective communicator with the ability to influence different audiences using suitable channels for achieving clear outcomes.

What We Offer:

• Permanent position working 36 hours per week (Monday to Saturday to cover branch opening hours).
• Salary up to £25,650 per annum, depending on experience.
• Annual discretionary bonus scheme.
• 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
• Generous employer matched pension contributions - up to 10% per annum.
• We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).

We are a Disability Confident employer and will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer.