Customer Relationship Consultant

Skipton Building Society; Ilkley; On-site; GBP 16,000 - 26,000; Part time

Job summary

A leading building society is seeking a Customer Relationship Consultant for its Ilkley branch. The role involves engaging with customers to understand their needs and providing tailored solutions. Candidates should have experience in customer service, preferably in financial sectors, and strong communication skills. The position offers a competitive salary, a comprehensive benefits package, and opportunities for development.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays, increasing to 30 after 5 years

Pension contributions up to 10%

Employee discounts

Support for health and wellbeing

Qualifications

• Experience interacting with customers, preferably in financial services.
• Enjoy meeting new people and engaging in purposeful conversations.
• Ability to adapt to changing priorities.

Responsibilities

• Engage with customers to identify needs and tailor solutions.
• Conduct 'My Review' appointments face-to-face, virtually, or by phone.
• Maintain accurate customer records and support vulnerable customers.

Skills

Customer interaction

Team player

Time management

Adaptability

Effective communication

Job description

Hours: The role of Customer Relationship Consultant will be a permanent position working 23 hours per week, with shifts from Monday to Saturday to cover branch opening hours. Flexibility around days and hours will be discussed at interview.

Salary: Up to £25,891 per annum, pro rata to £16,541.76 based on 23 hours per week.

Closing Date: Thu, 28 Aug 2025

About the Role

Are you passionate about helping others and providing exceptional customer service? Skipton Building Society is seeking a Customer Relationship Consultant to join our branches in Ilkley and Otley. You will engage customers in conversations to understand their needs, provide information about our savings products and services, and conduct 'My Review' appointments to discuss their financial goals.

Our branches are central to local communities, and we support customers face-to-face, virtually, and via contact center outreach. Your role will be to place customer needs at the heart of everything, offering friendly, helpful service and building long-term relationships.

Who Are We?

We are the fourth largest UK building society, owned by our members. We value diversity and aim to support our colleagues' growth and development, helping more people achieve financial well-being and homeownership.

Key Responsibilities

• Engage with customers to identify needs and tailor solutions.
• Act as the first point of contact in branches with enthusiasm and a helpful attitude.
• Conduct 'My Review' appointments face-to-face, virtually, or by phone.
• Proactively contact customers to discuss their needs and educate them on products and services.
• Maintain accurate customer records and support vulnerable customers appropriately.
• Adhere to policies, standards, and controls, supported by training and coaching.

Candidate Requirements

• Experience interacting with customers, preferably in financial services (banking or building society).
• Enjoy meeting new people and engaging in purposeful conversations.
• Good team player with excellent time management skills.
• Ability to adapt to changing priorities and communicate effectively.

Benefits

• Competitive salary with a comprehensive benefits package.
• Discretionary annual bonus, 25 days holiday plus bank holidays, increasing to 30 days after 5 years.
• Holiday trading scheme, pension contributions up to 10%, employee discounts, and more.
• Support for health and wellbeing, including Employee Assistance Programme and private medical insurance.
• Opportunities for training, development, and volunteering.