Customer Service Consultant – Financial Services

Skipton Building Society Group; Bournemouth; Hybrid; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave + bank holidays

Employer matched pension contributions

Private medical insurance

Volunteer volunteering days

Employee discount platform

Salary sacrifice for hybrid/electric車

Job summary

Skipton Building Society is seeking a Customer Service Consultant for our Bournemouth branch. This full-time role (36 hours per week) focuses on delivering exceptional customer service in-branch and over the phone, guiding customers through savings products and services while building knowledge to help achieve their financial goals.

You will listen, understand, and tailor solutions to each customer. Proactive outreach and accurate record-keeping are essential, with a strong emphasis on helping

Qualifications

• Experience interacting with customers in person or over the phone.
• Able to engage customers, understand needs and provide tailored solutions.
• Proven ability to manage multiple tasks with empathy and professionalism.

Responsibilities

• Be the first point of contact, welcoming customers in-branch and via phone.
• Engage and understand customer needs to provide tailored solutions.
• Listen and tailor solutions to individual circumstances.
• Proactive outreach to customers to discuss support needs and products.
• Maintain accurate records in internal systems and support vulnerable customers.
• Adhere to policies, standards and controls with training and coaching.

Skills

Customer service experience

Communication skills

Problem solving

Job description

Skipton Building Society is seeking a Customer Service Consultant for our Bournemouth branch. This full-time role (36 hours per week) focuses on delivering exceptional customer service in-branch and over the phone, guiding customers through savings products and services while building knowledge to help achieve their financial goals.

You will listen, understand, and tailor solutions to each customer. Proactive outreach and accurate record-keeping are essential, with a strong emphasis on helping