Customer Relationship Consultant

Customer Relationship Consultant

Newark on Trent Full-Time 24000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers to understand their needs and provide tailored financial solutions.
  • Company: Join Skipton Building Society, the fourth largest mutual building society in the UK.
  • Benefits: Enjoy a competitive salary, generous leave, and wellness perks including private medical insurance.
  • Why this job: Be part of a community-focused organisation that values diversity and personal growth.
  • Qualifications: Previous customer interaction experience in financial services is essential.
  • Other info: Flexible working options and a commitment to training and development await you.

The predicted salary is between 24000 - 32000 £ per year.

_ga – Expires after 2 years (1st party) _ga_nnnnnnnnnn – Expires after 2 years (1st party) Customer Relationship Consultant page is loaded Customer Relationship Consultant Apply locations Newark, England time type Full time posted on Posted Yesterday job requisition id JR3238 Hours: The role of Customer Relationship Consultant will be a permanent role working 36 hours per week (Monday to Saturday to cover branch opening hours). Salary: £28,000 Per Annum Closing Date: Sun, 22 Jun 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 Relationship Consultant within our Newark branch. The role of Customer Relationship Consultant includes engaging in conversations to find out our customers’ needs, providing information to them about our full savings range, products, and services that we offer. You will also engage with our customers through our ‘My Review’ appointments which is a great opportunity to understand and discuss our customers financial goals in a friendly conversation. By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are, whether that be financial, family, retirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their needs. All the while providing a straightforward, helpful service that lets your enthusiasm 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. Together, you can help us build a better Society! 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\’re 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. 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? Engaging, understanding and identifying customer needs through asking great questions, listening to customers specific circumstances and tailoring the relevant solution to their needs whilst ensuring the right outcome for the customer and the society. Acting as the first point of contact for customers in branch with enthusiasm and a desire to help our customers. Conducting ‘My Review’ customer appointments face to face, virtually or by telephone. Proactively contacting our customers over the phone to identify and discuss their needs. Educate each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly. Use internal systems to ensure that a customer’s records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately. Adhere to and understand the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and appropriate communication. What Do We Need From You? You will have previous experience of interacting with customers, and we’re looking for someone who has worked in the financial services industry previously i.e. a bank or building society. You will enjoy meeting new people and engaging in purposeful conversation. 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. You will be an effective communicators with the ability to influence different audiences using suitable channels for achieving clear outcomes. That you are open to a broad range of activities even if outside of standard expectations What Is In It For You? The role of Customer Relationship Consultant will be a permanent role working 36 hours per week (Monday to Saturday to cover branch opening hours). The salary is up to £28,000 per annum, depending on experience plus a range of benefits which include Annual discretionary bonus scheme. 25 days standard annual leave + bank holidays and 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. We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel). There are always initiatives to get involved with charities with 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 at talentacquisition@skipton.co.uk . #J-18808-Ljbffr

Customer Relationship 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 in the heart of Newark. With a commitment to diversity and inclusion, generous benefits including a competitive salary, annual leave, and a robust pension scheme, as well as opportunities for personal development, Skipton empowers its staff to thrive while making a meaningful impact in their community.
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Contact Detail:

SBS Skipton Building Society Recruiting Team

talentacquisition@skipton.co.uk

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Relationship Consultant

✨Tip Number 1

Familiarise yourself with the products and services offered by Skipton Building Society. Understanding their savings range and financial goals will help you engage more effectively with customers during your interactions.

✨Tip Number 2

Practice your active listening skills. As a Customer Relationship Consultant, you'll need to truly understand customer needs, so being able to listen attentively and ask insightful questions is crucial.

✨Tip Number 3

Showcase your enthusiasm for customer service in your conversations. The role requires a friendly and approachable attitude, so be prepared to demonstrate your passion for helping others during any interviews or discussions.

✨Tip Number 4

Be ready to discuss your previous experience in the financial services industry. Highlight specific examples of how you've successfully engaged with customers and tailored solutions to meet their needs.

We think you need these skills to ace Customer Relationship Consultant

Customer Service Excellence
Active Listening
Effective Communication
Problem-Solving Skills
Time Management
Financial Services Knowledge
Relationship Building
Adaptability
Team Collaboration
Sales Skills
Attention to Detail
Empathy
Proactive Engagement
Knowledge of Financial Products

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Relationship Consultant. Highlight your customer service experience and how it aligns with the role's requirements.

Tailor Your CV: Customise your CV to reflect the skills and experiences that are most relevant to the job. Emphasise your previous roles in customer service, especially within the financial services sector.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others and your understanding of customer needs. Use specific examples from your past experiences to demonstrate how you can contribute to Skipton Building Society.

Proofread Your Application: Before submitting, carefully proofread your application 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 customers during the interview. Share specific examples of how you've gone above and beyond in previous roles to provide exceptional service.

✨Prepare for 'My Review' Scenarios

Since the role involves conducting 'My Review' appointments, be ready to discuss how you would approach these conversations. Think about questions you could ask to uncover customer needs and how you would tailor solutions accordingly.

✨Demonstrate Your Communication Skills

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Be prepared to showcase how you can influence different audiences and adapt your communication style based on the customer.

✨Highlight Your Teamwork Experience

The job requires a 'one-team' mindset, so be ready to discuss your experience working collaboratively with others. Share examples of how you've contributed to team success and supported colleagues in achieving common goals.

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