Customer Service Advisor

Yorkshire Building Society; Highgate; On-site; GBP 19,000 - 23,000; Full time

Benefits offered by this job

Holiday 25 days + BHs

On-target bonus 7%

Pension 11%

Healthcare

Job summary

Yorkshire Building Society invites applications for a Customer Service Advisor to join our Branch Network. You’ll support members with accounts, explain products and help them achieve their financial goals across Birmingham and Wolverhampton locations.

We offer a role with no sales targets, where empathy and adaptability matter. You’ll receive comprehensive training and development to grow a long‑term career at YBS in a supportive environment.

Qualifications

• You don’t need a background in financial services or years of customer service experience.

Responsibilities

• Build meaningful relationships with members and help them with accounts and products.
• Communicate confidently across in-branch, phone, and online channels to support members.

Job description

Please note this role is required to work between Birmingham & Wolverhampton Branches

If you enjoy connecting with people and making a difference, a career in Customer Service within our Branch Network could be a fantastic opportunity for you. As one of the largest and most impactful teams at YBS, our Branch Network plays a vital role in shaping the success of our organisation. We’re always looking for ways to enhance the customer experience, improve efficiency, and explore new ideas. And as we embark on an exciting digital transformation, the future is full of possibilities—for us and for you.

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 Brimingham.

The Birmingham branch of YBS is situated right in the centre of the city. It benefits from fantastic transport links via the Metro tram, train stations and busses as well as local access to the A38 leading to the major motorway network, meaning this is a fantastic opportunity for commuters and locals alike. The Birmingham branch of YBS is situated in New Street, close to New Street Train Station in the heart of this vibrant City. The Branch is a Dual location shared with Wolverhampton where the successful candidate will be required to work between both locations.

Wolverhampton is a smaller City, also with direct Train, Tram & bus links to & from Birmingham. The Wolverhampton Branch is in Queen Square in the heart of the City, a short walk from the train/tram and main bus station. Both branches are extremely popular with our members and within easy commuting distance of each other. As Manager I'm looking to attract someone who has a real passion to excel in providing an exceptional customer service with commitment and flexibility to further enhance our existing successful team and who really cares about their customers, colleagues as well as the organisation they represent. This is also a great opportunity for your own personal development and potential career progression. A perfect way to start your YBS journey.

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 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

Please note: If successful in the role, you may be issued a refreshed contract. If you’d like to talk to us about this and any impact there may be on your current benefits get in touch