Customer Consultant

TN United Kingdom; Skipton; On-site; GBP 24,000; Full time

Job summary

A leading building society is seeking a Customer Consultant to join their Settle and Skipton branches. This role involves engaging with customers, providing tailored solutions, and ensuring exceptional service. The successful candidate will thrive in a team environment and adapt to changing business needs, all while enjoying a supportive workplace culture and various benefits.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Employer-matched pension contributions

Health and wellbeing benefits

Charity involvement with paid volunteering days

Colleague mortgage and savings accounts

Training and development opportunities

Private medical insurance

Salary Sacrifice Scheme for electric/hybrid cars

Qualifications

• Previous experience in customer interaction required.
• Ability to work well in a team and adapt to business needs.

Responsibilities

• Welcome customers warmly and ensure positive interactions.
• Engage customers to uncover needs and provide tailored solutions.
• Maintain accurate customer records and adhere to policies.

Skills

Customer Service

Communication

Problem Solving

Job description

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Hours:

The role will be on a permanent basis, working 36 hours per week across Monday to Saturday to support operating hours in the branches.

The role will predominantly be based in Settle; however, you will be required to travel to and work in Skipton on occasion.

Salary:

£23,600 Per Annum

Closing Date:

Wed, 28 May 2025

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 has the perfect opportunity for you! We are recruiting for a Customer Consultant to work at our Settle and Skipton branches.

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

Our branches are the heart of our local communities. However, increasingly our customers prefer the flexibility of doing transactions online and engaging via our contact centre. In branch, we support our customers face-to-face, virtually, and through outbound contact, reaching customers at relevant times. Whether promoting new products or resolving issues, you will always prioritize our customers’ needs and deliver 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 over 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 organization. We do not have shareholders; we are owned by our members.

We value who you are as a person. Our membership is diverse, and we want our colleagues to be as well. Our purpose is to help more people have a home, save for their future, 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 goals, we will help you take the next step towards a better future.

What Will You Be Doing As A Customer Consultant?

1. Be the First Point of Contact: Welcome customers warmly, both in-branch and over the phone, ensuring their first interaction with us is positive.

2. Engage and Understand: Ask insightful questions to uncover customer needs and provide tailored solutions.

3. Listen and Tailor Solutions: Pay close attention to each customer’s circumstances and offer personalized solutions for the best outcomes.

4. Proactive Outreach: Reach out to customers via phone, identify needs, and discuss how we can support them.

5. Maintain Accurate Records: Use our systems to keep customer records up-to-date, focusing on supporting vulnerable customers.

6. Adhere to Policies: Follow our policies, standards, and controls, supported by comprehensive training and coaching.

What Do We Need From You?

• Previous experience interacting with customers, in banking, retail, food & beverage, guest services, healthcare, or similar sectors. We value passion for delivering exceptional service and going above and beyond.

• The ability to work well with others and maintain a ‘one-team’ mindset.

• Ability to react quickly during busy periods and manage a variety of customers effectively.

• The desire and ability to grow, adapt, and change with business needs and priorities.

What Is In It For You?

The role is permanent, working 36 hours per week across Monday to Saturday to support branch operations.

Salary: £23,600 per annum.

Location: Mainly based in Settle, with occasional travel to Skipton.

Benefits include:

• Annual discretionary bonus scheme
• 25 days annual leave + bank holidays, increasing to 30 days after 5 years
• Holiday trading scheme
• Employer-matched pension contributions (up to 10%)
• Health and wellbeing benefits, employee assistance, and discounts
• Charity involvement with paid volunteering days
• Colleague mortgage and savings accounts, discounts
• Training and development opportunities
• Private medical insurance
• Salary Sacrifice Scheme for electric/hybrid cars