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For Companies At a Glance
- Tasks: Engage with customers to understand their needs and provide tailored financial solutions.
- Company: Join Skipton Building Society, the UK's fourth largest mutual organisation focused on community and customer care.
- Benefits: Enjoy a competitive salary, generous leave, bonuses, and health perks including private medical insurance.
- Why this job: Be part of a supportive team that values diversity and helps customers achieve their financial goals.
- Qualifications: Previous customer interaction experience is essential; all backgrounds welcome!
- Other info: Flexible working hours and opportunities for personal growth and volunteering.
The predicted salary is between 20600 - 29500 £ per year.
Overview
Join to apply for the Customer Relationship Consultant role at Skipton Building Society. This is a permanent opportunity in the Preston branch. The role is 36 hours per week (Monday to Saturday to cover branch opening hours). Salary: £25,650 Per Annum. Closing Date: Tue, 26 Aug 2025.
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?
- Experience of interacting with customers. We’re happy to consider candidates who have not previously worked in a bank or building society.
Your experience working with customers may be in person or over the phone, as Skipton’s customers are increasingly looking for flexible ways of engaging with us. Your experience in a Contact Centre environment may be just what we’re looking for.
- 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 quickly 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 communicator with the ability to influence different audiences using suitable channels for achieving clear outcomes.
- Open to a broad range of activities even if outside of standard expectations.
What Is In It For You?
The role is a permanent opportunity working 36 hours per week (Monday to Saturday to cover branch opening hours). The salary is up to £25,650 per annum, depending on experience, plus a range of benefits including:
- Annual discretionary bonus scheme.
- 25 days standard annual leave + bank holidays, increasing by 1 day per year of service to a maximum of 30 days after 5 years.
- Holiday trading scheme to buy or sell additional annual leave days.
- Generous employer matched pension contributions – up to 10% per year.
- Benefits portal with Employee Assistance Programme and online employee discount platform.
- Three paid volunteering days per year and various colleague discount schemes.
- Colleague mortgage and savings accounts and commitment to training and development.
- Private medical insurance for colleagues.
- Salary Sacrifice Scheme for hybrid/electric car.
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Customer Relationship Consultant employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Consultant
✨Tip Number 1
Familiarise yourself with Skipton Building Society's values and mission. Understanding their commitment to customer service and community will help you align your conversations during the interview, showcasing your enthusiasm for their ethos.
✨Tip Number 2
Prepare to discuss your previous customer service experiences in detail. Think of specific examples where you went above and beyond for a customer, as this role heavily focuses on exceptional service and understanding customer needs.
✨Tip Number 3
Practice your communication skills, especially how to ask open-ended questions. This is crucial for engaging customers and identifying their needs, which is a key part of the Customer Relationship Consultant role.
✨Tip Number 4
Research common financial products and services offered by building societies. Being knowledgeable about these can help you feel more confident in discussions and demonstrate your proactive approach to learning.
We think you need these skills to ace Customer Relationship Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service. Emphasise any roles where you've engaged with customers, whether in person or over the phone, and showcase your ability to understand and meet their needs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping others and providing exceptional service. Mention specific examples from your past experiences that demonstrate your skills in engaging with customers and solving problems.
Showcase Your Communication Skills: Since the role requires effective communication, ensure your application reflects your ability to engage with diverse audiences. Use clear and concise language, and consider including examples of how you've successfully communicated in previous roles.
Highlight Adaptability: The job description mentions the need for adaptability in a busy environment. Include examples in your application that demonstrate your ability to handle various customer situations and adjust to changing priorities effectively.
How to prepare for a job interview at Skipton Building Society
✨Show Your Passion for Customer Service
Make sure to express your enthusiasm for helping customers during the interview. Share specific examples from your past experiences where you went above and beyond to provide exceptional service, as this aligns perfectly with what Skipton Building Society values.
✨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 to meet their financial goals.
✨Demonstrate Active Listening Skills
During the interview, practice active listening by summarising what the interviewer says and asking follow-up questions. This will showcase your ability to engage with customers effectively and understand their specific circumstances, which is crucial for the role.
✨Highlight Adaptability and Teamwork
Be prepared to discuss how you've adapted to changing situations in previous roles and how you work well in a team. Skipton Building Society values a 'one-team' mindset, so sharing examples of collaboration and flexibility will resonate well with the interviewers.
