Customer Service Advisor

Yorkshire Building Society; Aberford; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

28 days holiday + bank holidays (plus

On-target bonus of 7% (up to 15%)

Pension contributions up to 11%

Private medical insurance

Employee benefits portal

Job summary

Yorkshire Building Society is hiring a Customer Consultant for our Shipley branch, focused on building meaningful member relationships and guiding them to the right products and services. You’ll support accounts across in-branch, phone, and online channels while prioritising members’ needs over sales targets.

You don’t need prior financial services experience; a positive mindset and strong values are valued.

Qualifications

• No financial services background required; mindset and values matter most.
• Ready to build strong relationships with members and colleagues across channels.

Responsibilities

• Build meaningful relationships with members and help them find the right products and services.
• Communicate confidently across in-branch, phone, and online channels to support members with their accounts.
• Focus on doing what’s right for members without sales targets.

Skills

Customer service

Relationship building

Empathy

Digital literacy

Communication

Teamwork

Job description

About the Role

As a Customer Service Advisor, you’ll:

• Build meaningful relationships with our members and help them find the right products and services to support their goals—whether that’s saving for a special trip, buying a first home, or planning for the future.
• Communicate confidently across multiple channels, including in-branch, over the phone, and online, to support members with their accounts.
• Focus on doing what’s right for our members—without the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Shipley Branch

This is an exciting opportunity, to join an extremely successful, engaged team, who pride themselves on delivering an exceptional customer experience and working closely within the Shipley community, supporting as many local good causes as we can through our charitable fundraising.

The town itself is a market town, undergoing rejuvenation, within which, the branch occupies prime location, near Shipley Library and major retailer Asda. The branch is within easy commute from Skipton to Leeds and Bradford with fabulous rail and bus links.

The role of Customer Consultant is a very diverse role and allows individuals to continuously better themselves. The location of the branch provides lots of development/networking opportunities, with two Head office sites in very close proximity

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

• Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
• Thrives in dynamic environments and embraces change with curiosity and positivity.
• Values diversity and understands the importance of different perspectives, experiences, and skills.
• Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
• Builds strong, respectful relationships with members and teammates.
• Has a growth mindset and is eager to learn through our training and development opportunities.
• Is confident using digital tools and open to learning new technologies.
• Is committed to personal development and staying future-ready.

About Us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility.

We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.

Development.

We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity.

We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

• Holiday. You’ll get 28 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
• Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
• Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
• Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
• My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts