Customer Success Consultant — Branch & Online

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

Benefits offered by this job

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Pension contributions up to 10%

Private medical insurance

Salary Sacrifice for hybrid/electric車

Job summary

Skipton Building Society is seeking a Customer Consultant to support Bridlington and Scarborough branches. The permanent 36-hour week role focuses on first contact with customers, understanding needs, and offering tailored savings products with a friendly, professional service.

You will engage customers face to face, by phone or online, and maintain accurate records while adhering to policies. A diverse background in customer-facing roles is welcomed and encouraged.

Qualifications

• Successful candidates will have previous experience interacting with customers.
• Experience in a branch, contact centre or similar environment is welcome.
• Background in retail, hospitality, health or care sectors is considered.
• Ability to work well with others in a one-team mindset.

Responsibilities

• Be the First Point of Contact: warmly welcome customers in-branch and over the phone.
• Engage and Understand: ask insightful questions to uncover needs and tailor solutions.
• Listen and Tailor Solutions: provide personalised options to meet customer goals.
• Proactive Outreach: contact customers by phone to discuss support options.
• Maintain Accurate Records: keep customer records up to date and note vulnerable customers.
• Adhere to Policies: follow guidelines with training and coaching.

Skills

Customer service

Communication

Teamwork

Time management

Adaptability

Problem solving

Job description

Skipton Building Society is seeking a Customer Consultant to support Bridlington and Scarborough branches. The permanent 36-hour week role focuses on first contact with customers, understanding needs, and offering tailored savings products with a friendly, professional service.

You will engage customers face to face, by phone or online, and maintain accurate records while adhering to policies. A diverse background in customer-facing roles is welcomed and encouraged.