Customer Finance Advisor

Customer Finance Advisor

Full-Time 28800 - 48000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist customers with financial goals and provide information on savings products.
  • Company: Leading financial institution in the UK with a focus on customer engagement.
  • Benefits: Competitive salary, flexible working hours, and opportunities for career advancement.
  • Why this job: Make a difference in customers' lives while developing your finance skills.
  • Qualifications: Strong customer service skills and effective listening abilities.
  • Other info: Join a supportive team in a dynamic branch environment.

The predicted salary is between 28800 - 48000 Β£ per year.

A leading financial institution in the United Kingdom is seeking a Customer Consultant to enhance customer engagement at their Edinburgh and North Berwick branches. You will assist customers with their financial goals, provide detailed information on savings products, and ensure exceptional service in both branch and virtual environments.

The role requires strong customer service skills and the ability to listen effectively to customer needs.

Customer Finance Advisor employer: Skipton Building Society

As a leading financial institution, we pride ourselves on fostering a supportive and dynamic work environment in our Edinburgh and North Berwick branches. Our commitment to employee growth is reflected in our comprehensive training programmes and opportunities for career advancement, while our inclusive culture encourages collaboration and innovation. Join us to make a meaningful impact on customers' financial journeys while enjoying competitive benefits and a strong sense of community.
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Contact Detail:

Skipton Building Society Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Customer Finance Advisor

✨Tip Number 1

Network like a pro! Reach out to current employees at the financial institution through LinkedIn or local events. A friendly chat can give us insider info and maybe even a referral!

✨Tip Number 2

Prepare for those interviews! Research common questions for Customer Finance Advisor roles and practice your answers. We want to show off our customer service skills and how we can help customers achieve their financial goals.

✨Tip Number 3

Showcase your listening skills! During interviews, make sure to listen carefully to the interviewer's questions and respond thoughtfully. This will demonstrate that we understand the importance of effective communication with customers.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can tailor our CV and cover letter to highlight our relevant experience in customer service and finance.

We think you need these skills to ace Customer Finance Advisor

Customer Service Skills
Effective Listening
Financial Knowledge
Communication Skills
Problem-Solving Skills
Attention to Detail
Engagement Skills
Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Customer Finance Advisor role. Highlight any previous customer service experience and your ability to engage with clients effectively.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping customers achieve their financial goals and how your skills align with our values at StudySmarter.

Showcase Your Listening Skills: In your application, give examples of how you've successfully listened to and addressed customer needs in the past. This will demonstrate your strong customer service skills, which are crucial for this role.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Skipton Building Society

✨Know Your Products

Familiarise yourself with the savings products offered by the financial institution. Be ready to discuss how these products can help customers achieve their financial goals. This shows that you’re proactive and genuinely interested in helping clients.

✨Practice Active Listening

During the interview, demonstrate your listening skills by summarising what the interviewer says and asking clarifying questions. This not only shows that you value their input but also reflects the skills you'll need to engage effectively with customers.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you provided exceptional customer service. Highlight situations where you went above and beyond to meet customer needs, as this will resonate well with the role's requirements.

✨Be Ready for Role-Playing Scenarios

Expect to participate in role-playing exercises during the interview. Practise handling common customer queries or complaints, as this will help you demonstrate your problem-solving abilities and customer engagement strategies in real-time.

Customer Finance Advisor
Skipton Building Society
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