Customer Service Consultant

SBS Skipton Building Society; Clitheroe; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days holiday + bank holidays

Holiday trading

Pension up to 10%

Employee benefits portal

Volunteer days

Mortgage and savings accounts

Training and development

Private medical insurance

EV salary sacrifice

Job summary

Skipton Building Society is recruiting a Customer Consultant to join our Clitheroe & Barnoldswick branches, mainly based in Clitheroe. You will greet customers, understand their needs, and offer tailored savings products and services with a friendly, professional approach.

You will work across in-branch, phone, and online channels, placing customers at the heart of everything you do. Training and coaching support you to learn policies and provide first-class service.

Qualifications

• Experience interacting with customers, in person or by phone.
• Ability to follow policies and adapt to changing needs.

Responsibilities

• Welcome customers in-branch and on the phone, creating a positive first impression.
• Ask insightful questions to uncover needs and tailor solutions.
• Listen to customers' circumstances and offer personalised options.
• Proactively call customers to discuss their needs and how we can help.
• Keep customer records up-to-date, with focus on vulnerable customers.

Skills

Customer service

Contact centre

Time management

Teamwork

Adaptability

Job description

Hours

Permanent and Fixed term contract roles available, working full time 36 hours per week to support both Clitheroe and Barnoldswick operating hours. You will mostly be based in Clitheroe.

Salary: £25,500 Per Annum

Closing Date: Thu, 12 Nov 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, Skipton Building Society have the perfect opportunity for you! We are recruiting for a Customer Consultant to work at our Clitheroe & Barnoldswick Branches, however you will mainly be based in Clitheroe.

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?

• 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.
• By asking insightful questions, you’ll uncover and understand our customers’ needs, ensuring you provide tailored solutions that truly make a difference.
• 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.
• You’ll proactively reach out to customers over the phone, identifying their needs and discussing how we can support them.
• 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.
• 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, guest 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 it. 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?

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
• Generous employer matched pension contributions – up to 10% per annum.
• We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
• There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.
• Colleague mortgage and savings accounts, as well as a host of colleague discount schemes.
• A commitment to training and development.
• Private medical insurance for all our colleagues.
• Salary Sacrifice Scheme for hybrid/electric car.

Not just another building society. Not just another job. We’re the fourth biggest building society in the UK and what makes us a bit different is that we’re a mutual organisation. We don’t have shareholders; we’re owned by our members. Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we’ll help you take the next step towards a better future. Why? It’s just the way we are. We care about sustainability and look to the long-term for both colleagues and customers. And we know that when we build better futures as individuals, we build better futures as a business.