Financial Wellness Advisor — In-Branch & Virtual Support

Skipton Building Society; Preston; On-site; GBP 23,000 - 31,000; Full time

Benefits offered by this job

Annual bonus scheme

25 days annual leave + bank holidays

Generous pension contributions

Private medical insurance

Employee discount platform

Job summary

Skipton Building Society is seeking a Customer Relationship Consultant at the Preston branch. The role is full-time (36 hours per week) with a strong emphasis on understanding customer needs, providing information on savings products and services, and supporting customers through ‘My Review’ appointments.

You will greet customers, build relationships, and guide them to suitable products while delivering a first-class service in branch, online, or via contact centre channels.

Qualifications

• Experience interacting with customers, in person or by phone.
• Ability to engage customers and understand needs.
• Proactive in helping customers with information and solutions.

Responsibilities

• Engage with customers in branch to identify needs and tailor solutions.
• Be the first point of contact for customers in branch with enthusiasm and willingness to help.
• Conduct "My Review" appointments face to face, virtually or by telephone.
• Proactively contact customers by phone to discuss needs.
• Educate customers on range of products and services and channels.
• Ensure customer records are accurate and up to date in internal systems; identify vulnerable customers.
• Adhere to policies, standards and limits of authority with training and support.

Skills

Customer service

Communication skills

Active listening

Telephone/face-to-face

Job description

Skipton Building Society is seeking a Customer Relationship Consultant at the Preston branch. The role is full-time (36 hours per week) with a strong emphasis on understanding customer needs, providing information on savings products and services, and supporting customers through ‘My Review’ appointments.

You will greet customers, build relationships, and guide them to suitable products while delivering a first-class service in branch, online, or via contact centre channels.