Customer Service Consultant

skipton; Bournemouth; On-site; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Annual discretionary bonus scheme

25 days st

Job summary

Skipton Building Society in Bournemouth is hiring a Customer Service Consultant to support branch operating hours. This full-time role (36 hours per week) focuses on delivering excellent customer service in-branch and via phone, helping customers review their savings and financial goals, and providing informed, helpful solutions.

You will engage customers, listen to their needs, and tailor recommendations while maintaining accurate records and following policies.

Qualifications

• Previous experience interacting with customers.
• Experience in a bank/building society or similar environment is not required but welcome.
• Strong communication and listening skills are essential.

Responsibilities

• Be the first point of contact with customers in-branch or over the phone.
• Understand customer needs and provide tailored savings product information.
• Listen to customers and offer personalized financial guidance to support goals.
• Proactively reach out to customers by phone to discuss needs and solutions.
• Maintain accurate customer records in internal systems and support vulnerable customers.
• Adhere to all policies and training to ensure compliant service.

Skills

Customer service experience

Job description

Hours: This role is for a permanent position working full time 36 hours per week to support branch operating hours.

Salary: £25,500 Per Annum

Closing Date: Thu, 24 Sept 2026

Are you passionate about helping others and providing exceptional customer service?

Would you like to join an organisation that puts its customers at the heart of what they do?

If so, then Skipton Building Society have the perfect opportunity for you!

We are recruiting for a Customer Service Consultant working 36 hours per week to support branch operating hours at our Bournemouth branch.

The role of Customer Consultant includes engaging in conversations to find out our customers' needs, providing information to customers about our full savings range, products and services that we offer. By really listening to and getting to know our customers you will help them to review their circumstances and what their goals are, while providing a straightforward, helpful service that lets your enthusiasm and professionalism shine through.

Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers' needs at the heart of everything you do and provide a first-class service every time.

For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.

Who Are We?

Not just another building society. Not just another job.

We are the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We do not have shareholders; we are owned by our members.

We are interested in who you are as a person. Why? Because our membership is made up of many kinds of people and we want our colleagues to be just as diverse. Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing.

Together, you can help us build a better Society!

Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background, and whatever your goals, we will help you take the next step towards a better future.

What Will You Be Doing As A Customer Consultant?

• Be the First Point of Contact: You'll warmly welcome customers, both in-branch and over the phone, making a lasting impression and that their first interaction with us a positive one.
• Engage and Understand: By asking insightful questions, you'll uncover and understand our customers' needs, ensuring you provide tailored solutions that truly make a difference.
• Listen and Tailor Solutions: You'll listen carefully to each customer's unique circumstances and offer personalized solutions that meet their needs, ensuring the best outcomes for both the customer and our society.
• Proactive Outreach: You'll proactively reach out to customers over the phone, identifying their needs and discussing how we can support them.
• Maintain Accurate Records: Using our internal systems, you'll ensure customer records are up-to-date and accurate, with a special focus on identifying and supporting vulnerable customers.
• Adhere to Policies: You'll understand and adhere to our policies, standards, and controls, with comprehensive training and coaching to support you in your role.

What Do We Need From You?

You will have previous experience of interacting with customers. We're happy to 'think outside the box' of wanting people who have previously worked in a bank or building society before.

Your experience working with customers may be in person or over the phone, either is fine as Skipton's customers are increasingly looking for flexible ways of engaging with us so your experience in a Contact Centre environment may be just what we're looking for.

Your experience may be in retail, food & beverage, guests services or even the health/care sector. Whatever your background, if you can demonstrate a passion for delivering exceptional service and going above and beyond we're happy to consider you.

The ability to work well alongside others, with a 'one-team' mindset.

The ability to react fast when the day gets busy and handle a wide variety of different customers with excellent time management.

The desire and ability to grow, adapt and change whilst accommodating business needs and priorities.

What Is In It For You?

This role is for a permanent position working full time 36 hours per week to support branch operating hours.

The salary for this role is £25,500 (depending on experience) per annum plus a range of benefits which includes

• Annual discretionary bonus scheme
• 25 days st