Customer Relationship Consultant

3 weeks ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time

At Skipton Building Society, we're recruiting for a Customer Relationship Consultant to be one of our faces in branch and provide a great customer service experience. This role is perfect for someone who is passionate about helping customers achieve their financial goals and wants to join a dynamic and supportive team.

Key Responsibilities:

  • Act as the first point of contact for customers in branch, providing a friendly and welcoming service.
  • Conduct 'My Review' customer appointments face to face, virtually or by telephone, to understand and discuss customers' financial goals.
  • Proactively contact customers over the phone to identify and discuss their needs, providing information on our full savings range and products.
  • Maintain accurate and up-to-date records of customer interactions using internal systems.
  • Support vulnerable customers and adhere to relevant policies and standards.

Why Join Us?

  • Opportunity to work in a dynamic and supportive team.
  • Competitive salary and benefits package, including an 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.
  • Matching employer pension contribution (up to 10% per annum).

Requirements:

  • Previous experience of working in a customer service or sales environment, preferably in a financial services environment.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and handle a wide variety of customers.


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