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Customer service adviser - money

Skipton
Skipton Building Society
Customer service advisor
Posted: 14 July
Offer description

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Client:

Skipton Building Society


Location:

Skipton, United Kingdom


Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

5986998f3306


Job Views:

5


Posted:

12.07.2025


Expiry Date:

26.08.2025

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Job Description:

Hours:

35 hours per week - shift patterns supporting department operating times with occasional Saturday morning shifts on a rota basis.

Hours:

35 hours per week - shift patterns supporting department operating times with occasional Saturday morning shifts on a rota basis.

This role requires a set start date. Any successful candidates would be due to join on Monday 18th August complete 3 weeks of training with limited holiday or appointment clashes.

Hybrid and flexible working considered after completion of training, dependent on role performance and business needs.

Interviews will be held W/C 23rd June 2025

Salary:

£23,000 Per Annum

Closing Date:

Sun, 22 Jun 2025

Are you looking to work in an award-winning contact centre that puts its people first supporting them with their ongoing development and career progression?

……Then Money Direct is the place to be! We have been ranked as one of the best big companies to work for!

Who Are We?

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.

Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.

Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.

Within our Money Business you’ll find departments such as, Customer Outcomes, Money Operations, Financial Advice, and Branch & Money Direct. Upon completion of training you’ll be joining one of our Customer Contact Teams, with an experienced Team Leader, seniors and other new starters alike.

You’ll work with teams from across Money Direct and beyond, including Resource Planning, Mailroom & Image Processing, Bereavements and Customer Relations.

What’s In It For You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including;

1. Annual discretionary bonus scheme

2. 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days

3. Holiday trading scheme allowing the ability to buy and sell additional annual leave days

4. Matching employer pension contribution (up to 10% per annum)

5. Colleague mortgage (conditions apply)

6. Salary sacrifice scheme for hybrid & electric car

7. A commitment to training and development

8. Private medical insurance for all our colleagues

9. 3 paid volunteering days per annum

10. Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups

11. We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership

Training and Onboarding

We’re committed to ensuring you’ve the right tools to service our customers, that’s why you’ll go through 3 weeks of initial training with one of our expert Trainers, and a further 4-week transition period with the guidance of one of our Support Specialists.

You’ll learn all about Skipton, our Savings products, services and processes. You’ll participate in online learning, call listening and shadowing, alongside meeting colleagues from key teams across the Society.

What Will You Be Doing?

As a Customer Service Adviser in Money Direct, you’ll be on the front line in a fast-paced environment having great conversations with our customers about their savings accounts.

Whether it’s someone calling to withdraw money, set up a new account, or complete an ISA transfer – you’ll be there to support them with their every need.

Key role aspects:

12. Answering queries from customers, completing basic transactions and amendments to customers savings products

13. Having positive conversations about varying financial products

14. Being genuinely curious and using open ended questions to understand what is important to customers and their plans for their money and their future

15. Identifying and recommending products and services, such as financial planning, retirement and savings interest rates that could benefit a customer and their unique situation – where appropriate

16. Liaising and working with our Financial Advice Team to support commercial targets

17. An ability to work in a fast-paced environment whilst remaining resilient during busy service periods and financial events such as ISA Season and Tax Year End

18. Being the first point of contact to help support our customers with their complaints through investigation and potential offers of resolution

19. Identifying and supporting our customers with their vulnerabilities through genuine and empathetic conversation, offering our support through mindfulness and bespoke changes to services

20. Modelling our behaviours of Be curious and Be brave, by challenging current processes and ways of working, driving continuous improvement to enhance the customer journey and experience

Your conversations will be measured on service level agreements, customer experience, outcome, and potential commercial opportunities, whilst delivering an excellent customer experience.

What Do We Need From You?

Our colleagues come from all walks of life and so do our customers. You’ll need to be adaptable, curious, and empathetic, be able to think on your feet and build great rapport.

We're looking for people with:

21. Significant customer service experience, either face to face or telephony

22. Experience in tailoring service to customers with different needs and requirements

23. Strong communication skills, in particular active listening and ability to apply effective questioning

24. The ability to remain resilient during busy service periods, maintaining high levels of customer service

25. Experience in holding meaningful conversations with customers

26. Experience in working towards policies and procedures, standards, service level agreements, or targets

27. Enthusiasm to develop in role capabilities and new skills

28. A desire and genuine curiosity to help and support our customers, providing positive experiences and outcomes

Right to Work

In accordance with Home Office guidance successful candidates will be required to evidence their right to work in the UK before commencement of employment.

We have assessed this role and unfortunately it does not meet the Home Office criteria that would allow the Company to sponsor a successful candidate under the Skilled Worker route. Therefore the successful candidate must be able to demonstrate the right to work prior to interview without sponsorship by the Company

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