Financial Services Customer Advisor

Skipton Building Society; Preston; Hybrid; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Annual discretionary bonus scheme

25 days leave + bank holidays

Pension contributions up to 10%

Private medical insurance

Volunteering days

Employee discount portal

Salary sacrifice for car

Training and development

Job summary

Skipton Building Society is recruiting a Customer Service Consultant to support the Preston branch. You will engage customers, understand their needs, and provide tailored savings information while delivering a first-class service.

The role works 36 hours per week on a fixed-term contract until 05/10/2027, with a competitive salary and broad benefits. You will be part of a team dedicated to helping customers achieve their financial goals.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service experience

Communication skills

Telephone and branch experience

Job description

Skipton Building Society is recruiting a Customer Service Consultant to support the Preston branch. You will engage customers, understand their needs, and provide tailored savings information while delivering a first-class service.

The role works 36 hours per week on a fixed-term contract until 05/10/2027, with a competitive salary and broad benefits. You will be part of a team dedicated to helping customers achieve their financial goals.