Customer Service Advisor

Yorkshire Building Society; Ripon; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Holiday: 25 days + BH optional 5 days

On target bonus 7% up to 15%

Pension: up to 11% employer contrib.

Healthcare benefits

My Benefits portal discounts

Job summary

Yorkshire Building Society is seeking a Customer Service Advisor for our Ripon Branch. You’ll help members with accounts, guide them to the right products, and build meaningful relationships across channels, from in-branch to phone and online, withoutSales pressure.

You don’t need financial services experience; what matters is mindset and values. The role includes initial training at Richmond Branch, flexible working options, and a supportive team culture focused on customer wellbeing and

Qualifications

• Mindset and values matter more than prior financial services experience.
• Willingness to learn through training and develop skills.
• Ability to adapt to dynamic environments and changing processes.

Responsibilities

• Build meaningful relationships with members and help them with accounts.
• Communicate confidently across in-branch, phone and online channels.
• Support members with products and services while avoiding sales pressure.

Skills

Go the extra mile

Adaptability

Diversity mindset

Empathy

Relationship building

Growth mindset

Digital literacy

Continuous learning

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.

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 Ripon Branch.

\"Are you passionate about helping others and do you feel that being the best version of yourself each and every day is part of your DNA. If so I would love to hear from you.

What will you get in return? You will become part of a thriving and passionate team. A team committed to honouring and unleashing their unique gifts and talents to support new and existing members with their financial wellbeing.

And that’s not all, we regularly go out into our community delivering a range of money mind activities, and topics that are relevant to everyone.

Our in branch activities helps us raise awareness of local charities and fundraising to support our charity partnerships. Is it possible to have fun at work whilst we are stretching and learning, absolutely, in fact it’s essential.

The branch itself has a wonderful energy, we make it that way, although the view overlooking the market square adds to the beauty\"

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.

This role will predominantly be based in Ripon Branch, however the initial training will take place in Richmond Branch so some travel will be required.

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