Financial Services Consultant

2 weeks ago


Dorking, Surrey, United Kingdom Skipton Building Society Full time

About Us

Skipton Building Society is a leading mutual organization in the UK, dedicated to helping people achieve their financial goals. We are a customer-centric organization, committed to providing exceptional service and support to our members.

Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Consultant. As a key member of our branch team, you will be responsible for delivering outstanding customer service, identifying customer needs, and providing tailored solutions to meet their financial goals.

Key Responsibilities

  • Engage with customers to understand their financial needs and provide personalized solutions
  • Act as the first point of contact for customers in branch, providing exceptional service and support
  • Proactively contact customers to identify and discuss their needs
  • Educate customers on our range of financial products and services
  • Maintain accurate customer records and identify vulnerable customers who require additional support

Requirements

  • Passion for delivering exceptional customer service
  • Excellent communication, engagement, and listening skills
  • Ability to work well under pressure and handle a wide range of customer interactions
  • Flexibility to adapt to changing business needs and priorities

What We Offer

  • Annual discretionary bonus scheme
  • 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
  • Generous employer pension contributions
  • Access to wellbeing apps and employee discount platform


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