At a Glance
- Tasks: Engage with customers to assess needs and provide tailored solutions.
- Company: Join Skipton Building Society, a supportive and customer-focused organisation.
- Benefits: Enjoy competitive salary, annual leave, bonuses, and employee discounts.
- Other info: Permanent role with opportunities for growth and community involvement.
- Why this job: Make a real difference in customers' financial wellbeing while developing your skills.
- Qualifications: Experience in customer service and a passion for exceptional service.
The predicted salary is between 26750 - 26750 £ per year.
Hours: 36 hours per week to support branch opening times.
Salary: £26,750 per annum.
Closing Date: Monday, 22 June 2026.
Key Responsibilities
- Engage with customers to assess their needs, recommend suitable products and provide first‑class service.
- Engage with customers face‑to‑face, virtually or by telephone to assess needs and tailor solutions.
- Act as the first point of contact in branch, supporting customers with enquiries and transactions.
- Carry out ‘My Review’ appointments to discuss financial goals and recommend appropriate products.
- Proactively contact customers by phone to discuss needs and opportunities.
- Educate customers on the range of products, services and communication channels available.
- Maintain accurate customer records in internal systems and identify vulnerable customers for appropriate support.
- Adhere to policies, standards, controls and limits of authority applicable to your role.
What We Need From You
- Previous experience of interacting with customers, either in person or by phone.
- Experience in banking/building society, contact‑centre, retail, food & beverage, hospitality or health/care sectors is desirable.
- Passion for delivering exceptional service and a willingness to go above and beyond.
- Strong communication skills, ability to influence and adapt to changing business needs.
- Effective time‑management and the capacity to work well with a ‘one‑team’ mindset.
Benefits and Remuneration
- Permanent role with 36 hours per week.
- Annual salary of £26,750.
- 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.
- Employer‑matched pension contributions – up to 10% per annum.
- Employee Assistance Programme and online employee discount platform.
- Three paid volunteering days per year.
- Colleague mortgage, savings accounts and discount schemes.
- Private medical insurance, salary sacrifice scheme for hybrid/electric car, and training & development commitment.
This role ensures you work in a supportive, customer‑centric environment and helps to further Skipton Building Society’s mission of supporting long‑term financial wellbeing.
Customer Relationship Consultant in Hexham employer: SBS Skipton Building Society
Skipton Building Society is an excellent employer that prioritises employee well-being and development, offering a supportive, customer-centric environment for its Customer Relationship Consultants. With a competitive salary, generous annual leave, and a commitment to training and development, employees can thrive while contributing to the mission of enhancing long-term financial wellbeing for customers. The culture fosters teamwork and encourages proactive engagement, making it a rewarding place to build a career.
Contact Details:
SBS Skipton Building Society Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Consultant in Hexham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SBS Skipton Building Society. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Relationship Consultant in Hexham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SBS Skipton Building Society.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SBS Skipton Building Society's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SBS Skipton Building Society
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SBS Skipton Building Society.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SBS Skipton Building Society will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SBS Skipton Building Society employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
