Customer Service Advisor

Yorkshire Building Society; Harrogate; On-site; GBP 22,000 - 28,000; Full time

Job summary

A financial services organization in Harrogate seeks a Customer Service Advisor to build meaningful relationships with members, providing support across various channels. This role emphasizes member needs over sales targets and is ideal for someone eager to learn and contribute to a collaborative environment. The position includes excellent benefits, including bonuses, healthcare, and flexible working options.

Benefits

25 days of holiday plus Bank Holidays

Bonus up to 15% based on eligibility

11% pension contribution

Access to health benefits

Self-service benefits portal

Qualifications

• No background in financial services or years of experience required.
• Eager to learn through training and development opportunities.
• Open to learning new technologies.

Responsibilities

• Build relationships with members to support their goals.
• Communicate across multiple channels.
• Focus on member needs without sales pressure.

Skills

Motivated to go the extra mile

Thrives in dynamic environments

Values diversity

Shows empathy

Builds strong relationships

Growth mindset

Confident using digital tools

Committed to personal development

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 Harrogate Branch.

“Our branch is located in Harrogate town centre; you’ll be joining a vibrant team focussed on providing excellent customer service to our local members and wider community.

Staff in the Harrogate branch are encouraged to follow their own passions within the business, and to drive their own development seeking out new opportunities.”

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 25 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 we’re 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