Financial Wellness & Relationship Advisor

Allscreens Nationwide Ltd; Oklahoma; On-site; USD 36,000 - 37,000; Full time

Benefits offered by this job

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Employer matched pension contributions

Private medical insurance

Salary Sacrifice Scheme for hybrid/e-

Charity volunteering days

Job summary

Skipton Building Society in Lincoln is seeking a Customer Relationship Consultant to engage with customers, identify needs and promote savings products. You will conduct My Review appointments face to face, virtually or by phone, helping customers review finances and set goals.

The role is permanent, 36 hours per week, with a salary up to £27,000 and a comprehensive benefits package. Training and development are emphasised, along with a strong focus on customer service and community engagement.

Qualifications

• You will have previous experience of interacting with customers.
• You will enjoy meeting new people and engaging in purposeful conversation.
• The ability to work well alongside others, with a 'one-team' mindset.
• The ability to react fast when the day gets busy and handle a wide variety of different customers.
• The desire and ability to grow, adapt and changewhilst accommodating business needs and priorities.
• You will be an effective communicators with the ability to influence different audiences using suitable channels for achieving clear outcomes.
• That you are open to a broad range of activities even if outside of standard expectations

Responsibilities

• Engaging, understanding and identifying customer needs through asking great questions, listening to customers specific circumstances and tailoring the relevant solution to their needs whilst ensuring the right outcome for the customer and the society.
• Acting as the first point of contact for customers in branch with enthusiasm and a desire to help our customers.
• Conducting 'My Review' customer appointments face to face, virtually or by telephone.
• Proactively contacting our customers over the phone to identify and discuss their needs.
• Educate each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly.
• Use internal systems to ensure that a customer's records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately.
• Adhere to and understand the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and appropriate communication.

Skills

Customer service

Communication

Teamwork

Time management

Adaptability

Job description

Skipton Building Society in Lincoln is seeking a Customer Relationship Consultant to engage with customers, identify needs and promote savings products. You will conduct My Review appointments face to face, virtually or by phone, helping customers review finances and set goals.

The role is permanent, 36 hours per week, with a salary up to £27,000 and a comprehensive benefits package. Training and development are emphasised, along with a strong focus on customer service and community engagement.