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Customer relationship consultant

Clitheroe
Skipton
Consultant
Posted: 16 July
Offer description

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Customer Relationship Consultant, Clitheroe

Client:

Skipton


Location:

Clitheroe, United Kingdom


Job Category:

Other

-


EU work permit required:

Yes


Job Reference:

778bda7e9d93


Job Views:

2


Posted:

14.07.2025


Expiry Date:

28.08.2025


Job Description:

Customer Relationship Consultant

Hours:

Salary:

£28,500 Per Annum

Closing Date:

Wed, 16 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, then Skipton Building Society has the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant within our Clitheroe and Barnoldswick Branches.

The role involves engaging in conversations to understand our customers' needs, providing information about our full range of savings, products, and services. You will conduct 'My Review' appointments to discuss customers' financial goals and help them review their circumstances to identify suitable products. Our branches are central to local communities, supporting customers face-to-face, virtually, and via contact center, ensuring flexible engagement.

As a Customer Relationship Consultant, you will be a friendly, knowledgeable representative of Skipton Building Society, helping customers achieve their financial goals and building a better Society together.

Who Are We?

We are the fourth largest building society in the UK, owned by our members, not shareholders. We value diversity and aim to help more people own homes, save for the future, and support financial wellbeing. Our colleagues say Skipton is a great place to work, and we welcome your application regardless of background.

What Will You Be Doing?

* Engaging with customers to identify needs and tailor solutions, ensuring the right products for them and the society.
* 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 reaching out to customers by phone to discuss their needs.
* Educating customers on our products and communication channels.
* Maintaining accurate customer records and supporting vulnerable customers appropriately.
* Adhering to policies, standards, and controls relevant to your role.

What Do We Need From You?

* Previous experience working with customers, in person or over the phone, in retail, hospitality, healthcare, or similar sectors.
* A passion for delivering exceptional service and engaging in purposeful conversations.
* Ability to work well with others and manage time effectively during busy periods.
* Adaptability to change and a broad activity scope.
* Effective communication skills tailored to different audiences.

What Is In It For You?

This is a permanent, 36-hour/week role (Monday to Saturday). The salary is up to £28,500, plus benefits including:

* Annual discretionary bonus (~8%)
* 25 days holiday + bank holidays, increasing to 30 days after 5 years
* Holiday trading scheme
* Employer-matched pension contributions (up to 10%)
* Benefits portal with Employee Assistance Programme and discounts
* Paid volunteering days
* Colleague savings and mortgage accounts
* Training and development opportunities
* Private medical insurance
* Salary Sacrifice Scheme for hybrid/electric cars
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