Branch Customer Consultant — Help Clients Reach Financial Goals

Skipton Building Society; Harrogate (TN); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave

Pension contributions

Private medical insurance

Volunteer days

Training and development opportunities

Employee discounts

Job summary

Skipton Building Society is seeking a Customer Consultant to support the Harrogate and Wetherby branches. You will greet customers face-to-face and over the phone, understand their needs, and present our savings range and services with warmth.

The role emphasizes listening, accuracy, and adherence to policies, with training provided. This permanent, full-time position offers a 36-hour week, a comprehensive benefits package, and the chance to help local customers achieve their financial goals.

Qualifications

• Previous experience interacting with customers.
• Ability to work well with others with a one-team mindset.
• Ability to react quickly in busy periods with strong time management.
• Willingness to grow, adapt and change with business needs.

Responsibilities

• Be the first point of contact, welcoming customers in-branch and over the phone.
• Engage and understand customers’ needs to provide tailored solutions.
• Listen carefully to circumstances and offer personalised solutions.
• Proactively reach out to customers by phone to discuss support options.
• Maintain accurate customer records in internal systems and identify vulnerable customers.
• Adhere to policies, standards and controls with training and coaching.

Job description

Skipton Building Society is seeking a Customer Consultant to support the Harrogate and Wetherby branches. You will greet customers face-to-face and over the phone, understand their needs, and present our savings range and services with warmth.

The role emphasizes listening, accuracy, and adherence to policies, with training provided. This permanent, full-time position offers a 36-hour week, a comprehensive benefits package, and the chance to help local customers achieve their financial goals.