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Financial Services Advisor

2 months ago


West Kirby, Wirral, United Kingdom Skipton Building Society Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Consultant at our West Kirby Branch.

Key Responsibilities
  • Engage with customers to understand their financial needs and provide tailored solutions to meet their goals.
  • Act as the first point of contact for customers in branch, providing exceptional service and support.
  • Proactively contact customers to discuss their needs and preferences.
  • Educate customers on our range of financial products and services.
  • Maintain accurate customer records and identify vulnerable customers who require additional support.
  • Adhere to company policies, standards, and controls to ensure excellent customer service.
What We Offer
  • Annual discretionary bonus scheme with an average on-target bonus of 8%.
  • 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days after 5 years.
  • Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
  • Generous employer pension contributions up to 10% per annum.
  • Access to the Lifeworks employee assistance program and online employee discount platform.
  • Two paid volunteering days per year to support local charities.
Requirements
  • Passion for delivering exceptional customer service.
  • Excellent communication, engagement, and listening skills.
  • Ability to work well with others and adapt to changing priorities.
  • Strong time management and problem-solving skills.
  • Ability to grow and develop with the company.