Financial Services Consultant
2 weeks ago
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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