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Customer relationship consultant

Kendal
Skipton
Consultant
Posted: 20h ago
Offer description

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Customer Relationship Consultant, Kendal

Client: Skipton

Location: Kendal, United Kingdom

Job Category: Other

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EU work permit required: Yes


Job Reference:


Job Views:

4


Posted:

12.07.2025


Expiry Date:

26.08.2025


Job Description:

The role of Customer Relationship Consultant is a permanent position, working 36 hours per week (Monday to Saturday to cover branch opening hours).

Salary: £28,500 Per Annum

Closing Date: Thu, 10 Jul 2025

Are you passionate about helping others and providing exceptional customer service? Would you like to join an organisation that puts its customers at the heart of what they do? If so, Skipton Building Society has the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant within our Kendal Branch.

The role involves engaging in conversations to understand customer needs, providing information about our savings range, products, and services, and conducting 'My Review' appointments to discuss financial goals. You will help customers review their circumstances and identify suitable products, providing a straightforward and helpful service.

Our branches are central to our communities, but we also support customers online and via contact centers. You will place customer needs at the heart of everything you do, delivering first-class service every time.

We are a mutual organisation, owned by our members, and value diversity. Our purpose is to help more people have a home, save for the future, and support long-term financial wellbeing.

What Will You Be Doing?

* Engaging with customers to identify needs and tailor solutions.
* Being the first point of contact in branch with enthusiasm and a helpful attitude.
* Conducting 'My Review' appointments face-to-face, virtually, or by phone.
* Proactively contacting customers to discuss needs.
* Educating customers on products and communication channels.
* Maintaining accurate customer records and supporting vulnerable customers.

What Do We Need From You?

* Experience interacting with customers, in person or over the phone.
* Ability to work well with others and handle a variety of customer interactions.
* Adaptability, quick reaction to busy days, and good time management.
* Effective communication skills and the ability to influence audiences.
* Open-mindedness to a range of activities outside standard expectations.

What Is In It For You?

This is a permanent role, 36 hours per week, with a salary up to £28,500 depending on experience. Benefits include:

* Annual discretionary bonus (~8%)
* 25 days annual leave plus bank holidays, increasing with service
* Holiday trading scheme
* Employer-matched pension contributions (up to 10%)
* Health and wellbeing benefits, Employee Assistance Programme, discounts
* Charity involvement and paid volunteering days
* Colleague mortgage and savings accounts, discounts
* Training and development opportunities
* Private medical insurance
* Salary Sacrifice Scheme for electric/hybrid cars
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