At a Glance
- Tasks: Engage with customers to understand their financial goals and provide tailored solutions.
- Company: Join Skipton Building Society, a supportive and inclusive workplace.
- Benefits: Enjoy 25 days holiday, bonuses, and a commitment to your development.
- Other info: Flexible part-time hours with opportunities for volunteering and personal growth.
- Why this job: Make a real difference in customers' lives while growing your career.
- Qualifications: Previous customer-facing experience and a passion for exceptional service.
The predicted salary is between 26750 - 26750 £ per year.
Hours: 21.45 hours per week over 3 days (part‑time, permanent)
Salary: £26,750 pro‑rata per annum
Closing date: Thu, 18 Jun 2026
Location: Wilmslow branch & occasionally Warrington branch
Key Responsibilities
- Engage customers in face‑to‑face, virtual or telephone interactions to understand their financial goals and identify needs.
- Deliver information about savings, products and services, and guide customers to suitable solutions.
- Conduct “My Review” appointments and use this to discuss customers’ financial objectives.
- Proactively contact customers over the phone to discuss requirements.
- Educate customers on multiple communication channels available to interact with the Society.
- Maintain accurate customer records in internal systems and ensure vulnerable customers are supported appropriately.
- Adhere to policies, standards, controls and limits of authority, supported by training, coaching and communication.
Qualifications and Experience
- Previous customer‑facing experience (banking, building society, contact centre, retail, food & beverage, hospitality, health/care acceptable).
- Demonstrated passion for delivering exceptional service and a willingness to go above and beyond.
- Strong communication skills, ability to influence diverse audiences.
- Excellent time‑management and ability to work well in a team, especially during busy periods.
- Adaptable, proactive, and open to a broad range of activities beyond standard expectations.
Benefits and Incentives
- Annual discretionary bonus scheme.
- 25 days standard annual leave (plus bank holidays) with an additional day per year of service up to 30 days after 5 years.
- Holiday trading scheme for buying and selling additional leave days.
- Employer‑matched pension contributions up to 10% per annum.
- Employee Assistance Programme and online discount platform.
- Three paid volunteering days per year.
- Colleague mortgage and savings accounts, various discount schemes.
- Commitment to training and development.
- Private medical insurance for all colleagues.
- Salary Sacrifice Scheme for hybrid/electric car.
Equal Opportunity
Skipton Building Society is an equal‑opportunity employer and encourages applications from all backgrounds.
Customer Relationship Consultant in Wilmslow employer: SBS Skipton Building Society
Skipton Building Society is an exceptional employer that prioritises employee well-being and development, offering a supportive work culture in the heart of Wilmslow. With generous benefits such as 25 days of annual leave, a commitment to training, and opportunities for community engagement through paid volunteering days, employees are empowered to grow both personally and professionally. The company fosters a collaborative environment where exceptional customer service is celebrated, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
SBS Skipton Building Society Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Consultant in Wilmslow
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on the Skipton Building Society. Understand their values and what they stand for. This will help you connect with the interviewers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or family member. Focus on how you can demonstrate your customer-facing experience and your passion for delivering exceptional service. The more comfortable you are, the better you'll perform!
✨Tip Number 3
Show off your communication skills! During the interview, make sure to articulate your thoughts clearly and confidently. Use examples from your past experiences to illustrate how you've influenced diverse audiences and handled challenging situations.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you fresh in their minds as they make their decision.
We think you need these skills to ace Customer Relationship Consultant in Wilmslow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Relationship Consultant role. Highlight your previous customer-facing experience and how it aligns with our values at StudySmarter. We want to see how you can bring your unique skills to our team!
Show Your Passion:We love candidates who are genuinely excited about delivering exceptional service. In your application, share specific examples of how you've gone above and beyond for customers in the past. This will help us see your commitment to making a difference!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. We appreciate well-structured applications that make it easy for us to understand your qualifications and experiences.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining the StudySmarter family!
How to prepare for a job interview at SBS Skipton Building Society
✨Know Your Customer Service Stuff
Make sure you brush up on your customer service skills and experiences. Think about specific examples where you've gone above and beyond for a customer, as this role is all about delivering exceptional service.
✨Understand the Financial Products
Familiarise yourself with the types of savings products and services that the company offers. Being able to discuss these confidently will show that you're proactive and genuinely interested in helping customers achieve their financial goals.
✨Practice Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family, focusing on how you can influence and engage different audiences.
✨Show Your Adaptability
Be ready to discuss times when you've had to adapt to new situations or challenges. This role requires someone who can handle a variety of tasks, so highlighting your flexibility and willingness to take on new activities will set you apart.
