Member Experience Advisor — Flexible Hours

Yorkshire Building Society; North Creake; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Holiday 28 days + bank holidays + buy

On target bonus 7% (up to 15%)

Pension up to 11%

Private medical insurance

Benefits portal

Job summary

Yorkshire Building Society Cromer branch is seeking a Customer Service Advisor to help members achieve their financial goals. You’ll build relationships, support across branches, phone, and online channels, and focus on doing what’s right for members without sales targets.

You don’t need prior financial services experience; instead you’ll bring a proactive mindset, empathy, and willingness to learn through our development and training programs.

Qualifications

• Background in financial services not required; mindset and values matter.
• Willing to learn and develop through training and development opportunities.
• Ability to service customers across multiple channels with a focus on first contact resolution.
• Value diversity and create an inclusive, welcoming environment.

Responsibilities

• Service customers across in-branch, phone, and online channels, with a focus on first contact resolution.
• Assist customers with savings and mortgage needs, including counter transactions and referrals.
• Build meaningful relationships with members and ensure their needs are looked after.

Skills

Empathy and emotional intelligence

Build strong relationships

Growth mindset

Adaptability and positivity

Customer-focused service

Digital skills & learning

Tools

CRM software

Job description

Yorkshire Building Society Cromer branch is seeking a Customer Service Advisor to help members achieve their financial goals. You’ll build relationships, support across branches, phone, and online channels, and focus on doing what’s right for members without sales targets.

You don’t need prior financial services experience; instead you’ll bring a proactive mindset, empathy, and willingness to learn through our development and training programs.