Customer Consultant

Customer Consultant

Harrogate Full-Time 19600 - 24000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers, understand their needs, and provide tailored financial solutions.
  • Company: Join Skipton Building Society, the UK's fourth largest mutual organisation focused on community and customer service.
  • Benefits: Enjoy a competitive salary, generous leave, bonuses, and health benefits including private medical insurance.
  • Why this job: Be part of a supportive team that values diversity and helps customers achieve their financial goals.
  • Qualifications: Previous customer interaction experience is essential; retail or contact centre backgrounds are welcome.
  • Other info: Flexible working across Harrogate and Wetherby branches with opportunities for personal growth.

The predicted salary is between 19600 - 24000 £ per year.

Hours: The role will be on a permanent basis, working 36 hours per week across Monday to Saturday to support branch operating hours. The role will work at both Harrogate and Wetherby branches as required.

Salary: £23,600 Per Annum

Closing Date: Sun, 13 Jul 2025

Are you passionate about helping others and providing exceptional customer service? Would you like to join an organisation that puts its customers at the heart of what they do? If so, then Skipton Building Society have the perfect opportunity for you! We are recruiting for a Customer Consultant to work at our Harrogate and Wetherby branches.

The role of Customer Consultant includes engaging in conversations to find out our customers’ needs, providing information to customers about our full savings range, products and services that we offer. By really listening to and getting to know our customers you will help them to review their circumstances and what their goals are, while providing a straightforward, helpful service that lets your enthusiasm and professionalism shine through.

Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.

For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.

Who Are We? Not just another building society. Not just another job. We are the fourth biggest building society in the UK and what makes us a bit different is that we are a mutual organisation. We do not have shareholders; we are owned by our members. We are interested in who you are as a person. Why? Because our membership is made up of many kinds of people and we want our colleagues to be just as diverse. Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing. Together, you can help us build a better Society! Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background, and whatever your goals, we will help you take the next step towards a better future.

What Will You Be Doing As A Customer Consultant?

  • Be the First Point of Contact: You’ll warmly welcome customers, both in-branch and over the phone, making a lasting impression and ensuring their first interaction with us is a positive one.
  • Engage and Understand: By asking insightful questions, you’ll uncover and understand our customers’ needs, ensuring you provide tailored solutions that truly make a difference.
  • Listen and Tailor Solutions: You’ll listen carefully to each customer’s unique circumstances and offer personalized solutions that meet their needs, ensuring the best outcomes for both the customer and our society.
  • Proactive Outreach: You’ll proactively reach out to customers over the phone, identifying their needs and discussing how we can support them.
  • Maintain Accurate Records: Using our internal systems, you’ll ensure customer records are up-to-date and accurate, with a special focus on identifying and supporting vulnerable customers.
  • Adhere to Policies: You’ll understand and adhere to our policies, standards, and controls, with comprehensive training and coaching to support you in your role.

What Do We Need From You?

  • You will have previous experience of interacting with customers. We’re happy to consider candidates from various backgrounds, not just those who have worked in a bank or building society.
  • Your experience working with customers may be in person or over the phone, either is fine as Skipton’s customers are increasingly looking for flexible ways of engaging with us.
  • Your experience may be in retail, food & beverage, guest services or even the health/care sector. Whatever your background, if you can demonstrate a passion for delivering exceptional service and going above and beyond, we’re happy to consider you.
  • The ability to work well alongside others, with a ‘one-team’ mindset.
  • The ability to react fast when the day gets busy and handle a wide variety of different customers with excellent time management.
  • The desire and ability to grow, adapt and change whilst accommodating business needs and priorities.

What Is In It For You?

  • The role will be on a permanent basis, working 36 hours per week across Monday to Saturday to support branch operating hours. The salary for this role is £23,600 per annum plus a range of benefits.
  • 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 allowing the ability to buy and sell additional annual leave days.
  • Generous employer matched pension contributions – up to 10% per annum.
  • Access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
  • Three paid volunteering days for you to use each year.
  • Colleague mortgage and savings accounts, as well as a host of colleague discount schemes.
  • A commitment to training and development.
  • Private medical insurance for all our colleagues.
  • Salary Sacrifice Scheme for hybrid/electric car.

Diversity and inclusion are a priority for us as we continue to support our members and represent the communities we serve. We encourage applications from individuals of all backgrounds, ethnicity, gender identity, sexual orientation, disability, neurodiversity, age, family or parental status, beliefs, nationalities and religions - supporting an inclusive environment for all our colleagues to bring their true selves to Skipton.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we’ll be happy to discuss making reasonable adjustments to our processes for you. Please contact our Talent Acquisition team.

Customer Consultant employer: SBS Skipton Building Society

Skipton Building Society is an exceptional employer that prioritises its employees' growth and well-being, offering a supportive work culture where diversity is celebrated. With a commitment to training and development, generous benefits including a competitive salary, annual leave, and private medical insurance, as well as opportunities for community engagement through paid volunteering days, you will find meaningful and rewarding employment in the heart of Harrogate and Wetherby. Join us in making a difference while enjoying a fulfilling career in a mutual organisation that values its members and staff alike.
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Contact Detail:

SBS Skipton Building Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Consultant

✨Tip Number 1

Familiarise yourself with Skipton Building Society's values and mission. Understanding their commitment to customer service and community will help you align your responses during interviews, showcasing how your personal values match theirs.

✨Tip Number 2

Prepare to discuss your previous customer service experiences in detail. Think of specific examples where you went above and beyond for a customer, as this will demonstrate your passion for exceptional service, which is crucial for the Customer Consultant role.

✨Tip Number 3

Practice active listening skills. During any interactions, whether in interviews or networking, show that you can listen attentively and respond thoughtfully. This skill is vital for understanding customer needs and providing tailored solutions.

✨Tip Number 4

Research common financial products and services offered by building societies. Being knowledgeable about these will not only impress your interviewers but also prepare you to engage effectively with customers once you land the job.

We think you need these skills to ace Customer Consultant

Exceptional Customer Service
Active Listening
Problem-Solving Skills
Effective Communication
Empathy
Time Management
Adaptability
Teamwork
Attention to Detail
Sales Skills
Record Keeping
Proactive Outreach
Understanding of Financial Products
Ability to Work Under Pressure

Some tips for your application 🫡

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

Showcase Customer Service Skills: Emphasise your previous customer service experience in your CV and cover letter. Provide specific examples of how you've gone above and beyond to meet customer needs, as this is crucial for the role.

Personalise Your Application: Make sure to personalise your cover letter by addressing it to the hiring manager if possible. Mention why you are specifically interested in working for Skipton Building Society and how you can contribute to their mission.

Proofread Your Documents: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at SBS Skipton Building Society

✨Show Your Passion for Customer Service

Make sure to express your enthusiasm for helping others during the interview. Share specific examples from your past experiences where you went above and beyond to provide exceptional service, as this aligns perfectly with what Skipton Building Society values.

✨Demonstrate Active Listening Skills

During the interview, practice active listening by responding thoughtfully to questions and showing that you understand the needs of customers. This will highlight your ability to engage and tailor solutions, which is crucial for the Customer Consultant role.

✨Prepare for Scenario-Based Questions

Expect to be asked how you would handle various customer situations. Prepare by thinking of scenarios where you successfully resolved issues or provided tailored solutions, showcasing your problem-solving skills and adaptability.

✨Research the Company Culture

Familiarise yourself with Skipton Building Society's values and mission. Understanding their commitment to diversity and community will help you articulate how you can contribute to their goals and fit into their culture during the interview.

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