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Customer relationship consultant

Preston (Lancashire)
Skipton Building Society
Consultant
Posted: 6 September
Offer description

Overview

Join to apply for the Customer Relationship Consultant role at Skipton Building Society. This is a permanent opportunity in the Preston branch. The role is 36 hours per week (Monday to Saturday to cover branch opening hours). Salary: £25,650 Per Annum. Closing Date: Tue, 26 Aug 2025.


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?

* Experience of interacting with customers. We’re happy to consider candidates who have not previously worked in a bank or building society.

Your experience working with customers may be in person or over the phone, as Skipton’s customers are increasingly looking for flexible ways of engaging with us. 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 quickly 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.
* Open to a broad range of activities even if outside of standard expectations.


What Is In It For You?

The role is a permanent opportunity 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 including:

* Annual discretionary bonus scheme.
* 25 days standard annual leave + bank holidays, increasing by 1 day per year of service to a maximum of 30 days after 5 years.
* Holiday trading scheme to buy or sell additional annual leave days.
* Generous employer matched pension contributions – up to 10% per year.
* Benefits portal with Employee Assistance Programme and online employee discount platform.
* Three paid volunteering days per year and various colleague discount schemes.
* Colleague mortgage and savings accounts and commitment to training and development.
* Private medical insurance for colleagues.
* Salary Sacrifice Scheme for hybrid/electric car.
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