Join to apply for the Customer Relationship Consultant role at Skipton Building Society
The role will be on a permanent basis, working 36 hours per week to support operating hours in the branch.
Salary: £25,650 Per Annum
Closing Date: Fri, 17 Oct 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, then Skipton Building Society have the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant to work at our Lincoln branch.
The role of Customer Relationship Consultant includes engaging in conversations to find out our customers’ needs, providing information to them about our full savings range, products, and services that we offer. You will also engage with our customers through our ‘My Review’ appointments which is a great opportunity to understand and discuss our customers financial goals in a friendly conversation.
Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times.
What Will You Be Doing?
* 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.
What Do We Need From You?
* You will have previous experience of interacting with customers.
* Your experience working with customers may be in person or over the phone, either is fine as Skipton’s customers are increasingly looking for flexible ways of engaging with us so your experience in a Contact Centre environment may be just what we’re looking for.
* 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 with excellent time management.
* The desire and ability to grow, adapt and change whilst accommodating business needs and priorities.
* You will be an effective communicator with the ability to influence different audiences using suitable channels for achieving clear outcomes.
What Is In It For You?
The role of Customer Relationship Consultant will be a permanent position working 36 hours per week (Monday to Saturday to cover branch opening hours). The salary is up to £25,650 per annum, depending on experience. Plus a range of benefits which include
* Annual discretionary bonus scheme.
* 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
* Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
* Generous employer matched pension contributions – up to 10% per annum.
* We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
* There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.
* Colleague mortgage and savings accounts, as well as a host of colleague discount schemes.
* A commitment to training and development.
* Private medical insurance for all our colleagues.
* Salary Sacrifice Scheme for hybrid/electric car.
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