At a Glance
- Tasks: Engage with customers face-to-face and provide tailored financial advice.
- Company: Join the award-winning Newcastle Building Society, committed to community support.
- Benefits: Competitive salary, car allowance, generous leave, and health perks.
- Other info: Enjoy a supportive environment with opportunities for career growth.
- Why this job: Make a real difference in your community while developing valuable skills.
- Qualifications: Great people skills and a willingness to learn are essential.
The predicted salary is between 25469 - 29305 £ per year.
Would you like to be part of a team who has won Best Regional Building Society for 9 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 Roving Customer Adviser role, supporting our branches in South Northumberland and beyond could be the perfect fit for you. Our Rover position provides lots of opportunities to meet a wide variety of customers in our branches.
The nature of the role means you will be required to work across our whole branch network, which is why we include the car allowance of £3,420 on top of your basic salary.
Every day is different in the life of a Customer Adviser, 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! The list is endless however at the heart of everything we do is our customer.
This role is full time working 35 hours per week: Monday - Friday 9am - 5pm, including Saturdays on a rota basis (until 12pm). 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 dedicated training hubs, development conversations and opportunities to grow and progress your career with us.
About Us
As an inclusive employer and member owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are, we want colleagues to feel this is a place they belong. A place to be you.
What do you get in return?
- Financial
- Corporate bonus scheme (on target 5%, up to a maximum 10%)
- Pension scheme (up to 9% employer contribution)
- Annual performance related pay reviews
- Colleague mortgage scheme
- Electric car salary sacrifice scheme
- Life assurance (4x salary) and income protection
- Access to our financial advisers
- Access to a range of high street and online discounts
- Work/Life Balance
- A 35 hour weekly contract
- 25 days’ annual leave + bank holidays (rises to 30 with length of service)
- The option to buy and sell up to 5 days’ holiday
- Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood
- Health and Wellbeing
- Access to a health cash plan through a Medicash scheme
- Access to an employee assistance programme
- Free onsite gym at our Cobalt head office and access to discounted gyms
- Two paid volunteering days’ each year
- Cycle to work scheme
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.
Customer Adviser - Roving employer: Newcastle Financial Advisers Limited
Newcastle Building Society is an exceptional employer, recognised as the Best Regional Building Society for nine consecutive years. With a strong commitment to employee development, we offer a tailored training programme, competitive salary, and a comprehensive benefits package that includes generous annual leave, a pension scheme, and health and wellbeing support. Our inclusive work culture fosters a sense of belonging, making it a rewarding place to grow your career while serving our local communities.
Contact Details:
Newcastle Financial Advisers Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Adviser - Roving
✨Tip Number 1
Get to know the company! Research Newcastle Building Society and their values. When you walk into that interview, show them you’re not just another candidate – you’re someone who genuinely cares about their mission of keeping financial advice on the high streets.
✨Tip Number 2
Practice your people skills! Since this role is all about building relationships, think of examples from your past where you’ve excelled in customer service. Be ready to share those stories during your interview to demonstrate your natural ability to connect with customers.
✨Tip Number 3
Dress the part! First impressions matter, especially in a customer-facing role. Make sure you look professional and approachable. A smart outfit can boost your confidence and show that you take the opportunity seriously.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the Roving Customer Adviser position.
We think you need these skills to ace Customer Adviser - Roving
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your experiences and how they relate to the role of Customer Adviser.
Tailor Your Application:Make sure to tailor your application to the specific role. Highlight your customer service skills and any relevant experience that shows you can thrive in a face-to-face environment. We love seeing how you connect with our values!
Be Clear and Concise:Keep your application clear and to the point. Use simple language and avoid jargon. We appreciate straightforward communication, so make it easy for us to see why you’d be a great fit for the team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the details you need about the role and our company there.
How to prepare for a job interview at Newcastle Financial Advisers Limited
✨Know Your Customer Service Skills
Make sure you can highlight your customer service experience. Think of specific examples where you've built relationships or resolved issues for customers. This role is all about being great with people, so show them you’ve got the skills!
✨Research the Company
Familiarise yourself with Newcastle Building Society and their values. They pride themselves on being community-focused and inclusive, so be ready to discuss how you align with these principles and why you want to be part of their team.
✨Prepare for Role-Specific Questions
Expect questions about handling transactions, managing appointments, and working in a team. Think about how you would approach these tasks and be ready to share your thoughts on providing an outstanding customer experience.
✨Show Your Willingness to Learn
Since they mention that prior financial services experience isn’t necessary, emphasise your eagerness to learn and develop new skills. Share any past experiences where you quickly adapted to new roles or environments, showing that you’re ready to embrace the training programme.
