Customer Relationship Consultant

skipton; Harrogate; On-site; GBP 23,000 - 31,000; Full time

Job summary

Skipton Building Society is recruiting a Customer Relationship Consultant to join our Harrogate & Wetherby branches on a 12-month fixed term contract. You will engage with customers to understand their needs, present our full savings range, and conduct My Review appointments, delivering a friendly, proactive service across in-branch, virtual and telephone channels.

The role is full time (36 hours per week) with a salary of £27,000 per annum, based in Harrogate & Wetherby, and closes on 3

Qualifications

• Experience interacting with customers in person or by phone.
• Able to work in a team with a positive, customer-focused mindset.
• Excellent time management to handle busy periods.

Responsibilities

• Engage with customers to identify needs and tailor solutions.
• Be first point of contact in branch with enthusiasm.
• Conduct My Review appointments face to face, virtually or by phone.
• Proactively contact customers by phone to discuss needs.
• Educate customers on products and channels available.
• Maintain accurate customer records and identify vulnerable customers.
• Adhere to policies and escalate appropriately.

Skills

Customer interaction

Communication

Job description

Hours:

This role is for a 12 month fixed term contract position working full time 36 hours per week to support both Harrogate & Wetherby branch operating hours.

Salary:

£27,000 Per Annum

Closing Date:

Tue, 3 Nov 2026

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

If so, then we have the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant to work at our Harrogate & Wetherby Branch

The role of Customer Relationship Consultant 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 also 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. All the while providing a straightforward, helpful service that lets your enthusiasm shine through.

Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers' needs at the heart of everything you do and provide a 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 in time a fountain of knowledge to help them achieve their financial goals.

Together, you can help us build a better Society!

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 are interested in who you are as a person. Why? Because our membership is made up of many kinds of people and we want our colleagues to be just as diverse. Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing.

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

What Will You Be Doing?

• 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.
• Educate each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly.
• Use 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.
• Adhere to and understand the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and appropriate communication.

What Do We Need From You?

• You will have previous experience of interacting with customers. We're happy to 'think outside the box' of wanting people who have previously worked in a bank or building society before. Your experience working with customers may be in person or over the phone, either is fine as Skipton's customers are increasingly looking for flexible ways of engaging with us so your experience in a Contact Centre environment may be just what we're looking for. Your experience may be in retail, food & beverage, guests services or even the health/care sector. Whatever your background, if you can demonstrate a passion for delivering exceptional service and going above and beyond we're happy to consider it.
• 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