Branch Customer Adviser

Branch Customer Adviser

Middlesbrough Full-Time 28800 - 42000 £ / year (est.) No home office possible
N

At a Glance

  • Tasks: Engage with customers daily, understand their financial needs, and process transactions.
  • Company: Join a top-rated building society dedicated to community financial advice.
  • Benefits: Enjoy 25 days holiday, bonus schemes, and wellbeing perks like gym access.
  • Why this job: Be part of a supportive team culture while making a real impact in your community.
  • Qualifications: Great people skills and a willingness to learn are essential; no prior experience needed.
  • Other info: Full training provided, with opportunities for career growth and development.

The predicted salary is between 28800 - 42000 £ per year.

Would you like to be part of a team who has won Best Regional Building Society for 7 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities. Do you thrive in a face-to-face customer focused environment? If so, our Customer Adviser role could be the perfect fit for you.

Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, taking the time to listen and really understand their financial needs and goals. Every day is different, from opening and setting up the tills ready for the working day ahead, making customer appointments, processing customer transactions at the counter, assisting in the opening of savings accounts to cashing up and closing at the end of the day! But, amongst all of the busy day to day duties, taking the time to get the kettle on and have a cuppa with your colleagues is also very important to us!

This role is fulltime working 35 hours per week: Monday - Friday 9am - 5pm, plus Saturdays on a rota basis (paid as overtime). Typically you will work up to 2 Saturdays per month.

About You

Being great with people and building relationships with customers are top of your skills list. Strong listening skills and the ability to empathise are equally as important. A natural team player, you will enjoy working closely with your branch colleagues, ensuring as a team that you deliver an outstanding customer experience whilst supporting the needs of our Society. We understand you may not have worked in financial services before, and that’s OK, but the desire to learn and develop new skills will be important to us as you flourish in your new role. In return, we’ll provide you with a tailored 12-week training programme in one of our dedicated training hubs, development conversations, and opportunities to grow and progress your career with us.

About Us

As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes:

  • A 35-hour weekly contract
  • 25 days holiday each year plus bank holidays (increasing with length of service)
  • Bonus Scheme (paid annually) - On target 5%, up to 10% depending on performance
  • Colleague mortgage scheme and access to our financial advisors
  • Pension scheme – up to 9% employers’ contribution
  • Life assurance (4x salary) and income protection
  • Access to a range of wellbeing benefits, including medicash scheme
  • Electric car salary sacrifice scheme
  • Cycle to Work scheme
  • Above statutory family leave entitlement - 3 months full pay, 3 months half pay regardless of gender or route to parenthood
  • An extra day’s holiday for your birthday
  • The option to buy and sell holidays
  • Two paid volunteering days each year
  • A broad range of learning and development opportunities
  • Access to a range of high street and online discounts
  • Free onsite gym at Cobalt and access to a range of discounted/subsidised gym memberships nationwide
  • A wide range of recognition initiatives to recognise and reward great performance

Recognising there’s no one-size-fits-all approach to recruitment, we’re committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process. We strive to make our processes as accessible as possible. If there are any ways in which we can provide support or make adjustments, we would love to discuss this with you.

Branch Customer Adviser employer: Newcastle Building Society

Join a team that has proudly been recognised as the Best Regional Building Society for seven consecutive years, where your role as a Branch Customer Adviser will allow you to make a meaningful impact in your local community. With a strong emphasis on employee development, we offer a tailored training programme, generous benefits including a competitive salary, extensive holiday allowance, and opportunities for career progression, all within a supportive and friendly work culture that values teamwork and customer relationships.
N

Contact Detail:

Newcastle Building Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Branch Customer Adviser

✨Tip Number 1

Familiarise yourself with the local community and its financial needs. Understanding the demographics and common financial concerns of your potential customers will help you connect better during interviews and demonstrate your commitment to providing tailored advice.

✨Tip Number 2

Practice your people skills by engaging in conversations with friends or family about their financial goals. This will not only boost your confidence but also prepare you for the face-to-face interactions that are crucial in this role.

✨Tip Number 3

Research our company culture and values thoroughly. Being able to articulate how your personal values align with ours during the interview will show that you're a great fit for the team and understand the importance of community-focused financial services.

✨Tip Number 4

Prepare examples from your past experiences where you've demonstrated strong listening and empathy skills. These qualities are essential for a Customer Adviser, and sharing relevant stories will help you stand out as a candidate who truly understands customer needs.

We think you need these skills to ace Branch Customer Adviser

Excellent Communication Skills
Strong Listening Skills
Empathy
Customer Service Orientation
Teamwork
Relationship Building
Attention to Detail
Time Management
Problem-Solving Skills
Adaptability
Basic Financial Knowledge
Organisational Skills
Ability to Work Under Pressure
Desire to Learn and Develop

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Branch Customer Adviser position. Tailor your application to highlight how your experience aligns with these requirements.

Showcase Your People Skills: Since this role is heavily focused on customer interaction, emphasise your outstanding people skills in your CV and cover letter. Provide examples of how you've successfully built relationships and provided excellent customer service in previous roles.

Express Your Willingness to Learn: Mention your eagerness to learn and develop new skills, especially if you lack direct experience in financial services. Highlight any relevant training or personal development initiatives you've undertaken in the past.

Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and include specific reasons why you want to work for this company, such as their commitment to community and employee development.

How to prepare for a job interview at Newcastle Building Society

✨Showcase Your People Skills

As a Branch Customer Adviser, your ability to connect with customers is crucial. Prepare examples of how you've successfully built relationships in previous roles or situations, highlighting your strong listening and empathy skills.

✨Demonstrate Your Team Spirit

This role requires a natural team player. Be ready to discuss experiences where you collaborated effectively with colleagues to achieve common goals, and express your enthusiasm for working closely with others.

✨Understand the Role's Responsibilities

Familiarise yourself with the daily tasks mentioned in the job description, such as processing transactions and assisting customers. This will help you articulate how your skills align with the specific duties of the role.

✨Express Your Willingness to Learn

Since prior experience in financial services isn't mandatory, emphasise your eagerness to learn and develop new skills. Share any relevant training or personal development experiences that demonstrate your commitment to growth.

Branch Customer Adviser
Newcastle Building Society
N
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>