Customer Service Advisor

Yorkshire Building Society; Portsmouth; On-site; GBP 21,000 - 25,000; Full time

Benefits offered by this job

Holiday

Bonus

Pension

Healthcare

My Benefits

Job summary

Yorkshire Building Society is seeking a Customer Service Advisor for our Portsmouth Branch. You’ll engage with members, help them select suitable products, and provide support across in-branch, phone, and online channels to manage accounts.

We value a growth mindset, inclusivity, and adaptability. The role offers flexible working options and a supportive environment with ongoing development opportunities to advance your career within the branch network.

Qualifications

• Mindset and values matter most, not prior financial services experience.
• Motivated to help colleagues and members and contribute to shared goals.
• Thrives in dynamic environments and embraces change with curiosity.
• Values diversity and different perspectives, experiences and skills.
• Empathy and emotional intelligence to create a welcoming atmosphere.
• Builds respectful relationships with members and teammates.
• Growth mindset with training and development opportunities.

Responsibilities

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

Job description

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.

Here at YBS no two branches are the same, they each have their own characteristics and qualities that makes working there so special. Here is what the hiring manager had to say about Portsmouth Branch.

Portsmouth Branch are looking forward to welcoming someone new to our small team to share our passion for delivering exceptional customer service and growing our business. We see lots of regular customers who we love getting to know a long with welcoming and encouraging new customers to our branch, our customers quite often comment on the family like atmosphere, and we take pride in the service they receive in the branch.

We are centrally located on Portsmouth high-street and are in close proximity to all of the other financial institutions and very easily accessible as near all of the bus stops and across the road from the train station.

You will have lots of opportunities to network with others and you may be required to cover other branches in the South Coast area. This is a really varied role and no working day in branch is the same, from serving customers on our counter, opening or changing accounts, helping us prepare and deliver Money Minds sessions to help educate adults and children on all matters money, to preparing and delivering frauds and scams sessions - we really are a branch that like to keep busy and are passionate about purposeful working.

We are invested in your personal development and will support your growth and actively encourage you to seek further opportunities to build your skills and capabilities and with such a varied role you will continually be learning everyday.”

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