Customer Consultant: Personal Finance Advisor (In-Branch & Phone) in Wetherby

Customer Consultant: Personal Finance Advisor (In-Branch & Phone) in Wetherby

Wetherby Full-Time 28000 - 30044 £ / year (est.) No working from home possible
SBS Skipton Building Society

At a Glance

  • Tasks: Help customers with personal finance advice and provide tailored solutions.
  • Company: Join Skipton Building Society, a friendly and supportive workplace.
  • Benefits: Enjoy competitive pay, training opportunities, and a positive work environment.
  • Other info: Be part of a proactive team in a dynamic branch setting.
  • Why this job: Make a real difference in people's financial lives while developing your skills.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 28000 - 30044 £ per year.

Skipton Building Society is seeking a Customer Consultant to support our Harrogate & Wetherby branches.

You will greet customers, understand their needs, and offer information on our savings range and services, delivering a friendly, helpful service in person and by phone.

You will listen to customers, tailor solutions, and maintain accurate records while handling vulnerable customers with care. A proactive, team‑oriented approach is essential.

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Customer Consultant: Personal Finance Advisor (In-Branch & Phone) in Wetherby employer: SBS Skipton Building Society

At Skipton, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As a Microsoft Power Platform Engineer, you'll enjoy a hybrid working model, generous benefits including a strong pension contribution and private medical insurance, and ample opportunities for professional growth through training and mentorship. Join us in shaping the future of automation while making a meaningful impact on our members' experiences.

SBS Skipton Building Society

Contact Details:

SBS Skipton Building Society Recruitment Team

We think you need these skills to ace Customer Consultant: Personal Finance Advisor (In-Branch & Phone) in Wetherby

Customer Service Skills
Active Listening
Communication Skills
Problem-Solving Skills
Attention to Detail
Record Keeping
Empathy