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Customer adviser

Redcar
Skipton Building Society
Customer advisor
Posted: 21h ago
Offer description

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. Successful candidates would join on Monday 15th September, complete 3 weeks of training with limited holiday or appointment clashes. Hybrid and flexible working considered after training, depending on role performance and business needs.

Salary: £23,000 Per Annum

Closing Date: Thu, 17 Jul 2025


About Us

Money Direct is part of Skipton Building Society, the fourth biggest in the UK, owned by its members. We are committed to supporting our colleagues' development and career progression. We value work/life balance and offer hybrid and flexible working options.


What We Offer

* Annual discretionary bonus scheme
* 25 days annual leave + bank holidays + up to 30 days with service
* Holiday trading scheme
* Matching pension contributions (up to 10%)
* Colleague mortgage scheme
* Salary sacrifice for hybrid & electric cars
* Training and development
* Private medical insurance
* 3 paid volunteering days per year
* Diverse colleague networks
* Health and wellbeing initiatives


Training and Onboarding

Initial 3-week training with expert trainers, followed by a 4-week transition period with support from a Specialist. Training covers products, services, and processes through online learning, call listening, shadowing, and cross-team meetings.


Role Responsibilities

* Answer customer queries, process transactions, and amend savings products
* Engage in positive conversations about financial products
* Understand customer needs through open-ended questions
* Recommend suitable products/services
* Collaborate with Financial Advice Team
* Handle complaints empathetically and support vulnerable customers
* Drive continuous improvement and model company behaviors


Candidate Requirements

* Significant customer service experience (face-to-face or telephony)
* Ability to adapt, be curious, and empathetic
* Strong communication and active listening skills
* Resilience during busy periods
* Experience working to policies, standards, and targets
* Genuine desire to support customers

This role does not meet the criteria for sponsorship under the Skilled Worker route; candidates must have the right to work in the UK prior to interview.

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