Hours: The role of Customer Relationship Consultant will be a permanent opportunity working 36 hours per week (Monday to Saturday to cover branch opening hours).
Salary: £25,650 Per Annum
Closing Date: Tue, 26 Aug 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 has the perfect opportunity for you!
We are recruiting for a Customer Relationship Consultant within our Preston branch. The role involves engaging in conversations to identify our customers' needs, providing information about our full savings range, products, and services. You will also conduct 'My Review' appointments, which are opportunities to understand and discuss our customers' financial goals in a friendly manner.
By listening carefully and understanding our customers, you will help them review their circumstances and goals—whether financial, family, retirement, peace of mind, or a new home—and proactively identify the most suitable products. You will deliver a straightforward, helpful service that allows your enthusiasm to shine.
Our branches are central to our communities, but many customers now prefer online transactions and contact via our contact centre. Therefore, you will support customers face-to-face, virtually, and through outbound contact, reaching them at relevant times. Whether promoting a new product or resolving an issue, you will always prioritize customer needs and provide first-class service.
For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver, and a knowledgeable guide to help them achieve their financial goals. Together, we can build a better Society!
Who Are We?
We are the fourth-largest building society in the UK, and as a mutual organization, we are owned by our members, not shareholders. We value diversity and are interested in who you are as a person. Our purpose is to help more people buy homes, save for the future, and support long-term financial wellbeing. Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background and goals, we will help you take the next step towards a better future.
What Will You Be Doing?
* Engaging with customers to understand their needs through asking questions and listening to their circumstances, then tailoring solutions accordingly.
* Acting as the first point of contact in branch with enthusiasm and a desire to help.
* Conducting 'My Review' appointments face-to-face, virtually, or by phone.
* Proactively contacting customers to identify and discuss their needs.
* Educating customers on our products and communication channels.
* Using internal systems to maintain accurate records and support vulnerable customers appropriately.
* Adhering to policies, standards, controls, and limits of authority, supported by training and coaching.
What Do We Need From You?
* Previous experience interacting with customers, in person or over the phone.
* Experience in retail, food & beverage, guest services, or healthcare sectors is also valuable.
* A passion for delivering exceptional service and engaging in purposeful conversations.
* Ability to work well with others and adapt to changing priorities.
* Excellent time management and the ability to handle a variety of customer needs.
* Strong communication skills and the ability to influence different audiences.
What Is In It For You?
This is a permanent role working 36 hours per week, with a salary up to £25,650 depending on experience, plus benefits including:
* Annual discretionary bonus
* 25 days of annual leave plus bank holidays, increasing to 30 days after 5 years
* Holiday trading scheme
* Generous employer-matched pension contributions (up to 10%)
* Health and wellbeing initiatives, including Employee Assistance Programme and discounts
* Charity involvement and paid volunteering days
* Colleague mortgage and savings accounts, discounts, and training opportunities
* Private medical insurance and salary sacrifice schemes for electric/hybrid cars
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