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Customer service advisor

Edinburgh
Permanent
Yorkshire Building Society
Customer service advisor
Posted: 5 February
Offer description

About the Role

As a Customer Service Advisor, you’ll:

1. Build meaningful relationships with our members and help them find the right products and services to support their goals—whether that’s saving for a special trip, buying a first home, or planning for the future.
2. Communicate confidently across multiple channels, including in branch, over the phone, and online, to support members with their accounts.
3. Focus on doing what’s right for our members without the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Edinburgh Branch.

Come and join a truly fantastic team here at Edinburgh HS and have the opportunity to really showcase your skills and enthusiasm in the Capital City Branch of Scotland!

We are passionate about finding an individual who is eager to provide great service to our customers through a variety of channels at first point of contact; F2F, telephone & online. The role of customer consultant here at Edinburgh is constantly changing and no day is ever the same, so we are looking for candidates who are keen to learn and can adapt to fulfil our branch action plan. The Edinburgh team are brilliant and has a real sense of belonging and we are excited to add a new member to our team – and we hope that can be you!

Alongside your daily tasks and activities, there will be opportunities to engage and work with other branches across the network, as well as taking part in community activities both in and out of the branch. We pride ourselves on strong communication and teamwork, and we are looking for someone who is keen to be involved in an environment focused on supporting both customers and colleagues, and someone who is looking to build a career at YBS!

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

4. Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
5. Thrives in dynamic environments and embraces change with curiosity and positivity.
6. Values diversity and understands the importance of different perspectives, experiences, and skills.
7. Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
8. Builds strong, respectful relationships with members and teammates.
9. Has a growth mindset and is eager to learn through our training and development opportunities.
10. Is confident using digital tools and open to learning new technologies.
11. Is committed to personal development and staying future-ready.

About Us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.

Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

12. Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
13. Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
14. Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
15. Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
16. My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts

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