Customer Relationship Consultant – In-Branch & Virtual Support

Skipton Building Society; Altrincham; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave

Holiday trading scheme

Pension contributions

Private medical insurance

Volunteering days

Job summary

Skipton Building Society in Altrincham is seeking a Customer Relationship Consultant to join our branch team. The role focuses on engaging customers, understanding their needs and guiding them through our savings products and services in a friendly, proactive manner.

You will conduct ‘My Review’ appointments in person, online or by phone, helping customers review their financial goals and identify suitable products. A welcoming, solution-focused approach is essential.

Responsibilities

• Engaging, understanding and identifying customer needs 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.

Job description

Skipton Building Society in Altrincham is seeking a Customer Relationship Consultant to join our branch team. The role focuses on engaging customers, understanding their needs and guiding them through our savings products and services in a friendly, proactive manner.

You will conduct ‘My Review’ appointments in person, online or by phone, helping customers review their financial goals and identify suitable products. A welcoming, solution-focused approach is essential.