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- 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 flexible hours, a competitive salary, generous leave, and wellness 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 service experience in financial services is essential; strong communication skills are a must.
- Other info: Work 23 hours per week with opportunities for training and development.
The predicted salary is between 16542 - 18500 £ per year.
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Join to apply for the Customer Relationship Consultant role at Skipton Building Society
Hours
The role of Customer Relationship Consultant will be a permanent role working 23 hours per week (Monday to Saturday to cover branch opening hours). We can offer flexibility around days and exact hours worked and this will be discussed at interview stage.
Hours
The role of Customer Relationship Consultant will be a permanent role working 23 hours per week (Monday to Saturday to cover branch opening hours). We can offer flexibility around days and exact hours worked and this will be discussed at interview stage.
Salary
£25,891 Pro Rata
Closing Date
Thu, 28 Aug 2025
Are you passionate about helping others and providing exceptional customer service?
Would you like to join an organisation that puts its customers at the heart of what they do?
If so, then Skipton Building Society have the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant to work at our multisite branches of Ilkley and Otley.
The role of Customer Relationship Consultant includes engaging in conversations to find out our customers’ needs, providing information to them about our full savings range, products, and services that we offer. You will also engage with our customers through our ‘My Review’ appointments which is a great opportunity to understand and discuss our customers financial goals in a friendly conversation. By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are, whether that be financial, family, r etirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their needs. All the while providing a straightforward, helpful service that lets your enthusiasm shine through.
Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.
For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
Together, you can help us build a better Society!
Who Are We?
Not just another building society. Not just another job.
We are the fourth biggest building society in the UK and what makes us a bit different is that we\’re a mutual organisation. We do not have shareholders; we are owned by our members.
We are interested in who you are as a person. Why? Because our membership is made up of many kinds of people and we want our colleagues to be just as diverse. Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing.
Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background, and whatever your goals, we will help you take the next step towards a better future.
What Will You Be Doing?
- Engaging, understanding and identifying customer needs through asking gr eat 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?
- You will have previous experience of interacting with customers, and we’re looking for someone who has worked in the financial services industry previously i.e. a bank or building society.
- 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 fast 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.
- That you are open to a broad range of activities even if outside of standar d expectations
What Is In It For You?
The role of Customer Relationship Consultant will be a permanent role working 23 hours per week (Monday to Saturday to cover branch opening hours). We can offer flexibility around days and exact hours worked and this will be discussed at interview stage.
The salary is up to £25,891 per annum, depending on experience which will be pro rata to £16,541.76 per annum based on 23 hours per week. We also have a comprehensive range of benefits which include
- Annual discretionary bonus scheme.
- 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
- Generous employer matched pension contributions – up to 10% per annum.
- We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
- There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.
- Colleague mortgage and savings accounts, as well as a host of colleague discount schemes.
- A commitment to training and development.
- Private medical insurance for all our colleagues.
- Salary Sacrifice Scheme for hybrid/electric car.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Part-time
Job function
-
Job function
Other
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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 responses during the interview, showcasing that you're a great fit for their culture.
✨Tip Number 2
Prepare to discuss your previous customer service experiences in detail. Think of specific examples where you successfully identified customer needs and provided tailored solutions, as this is crucial for the Customer Relationship Consultant role.
✨Tip Number 3
Practice active listening techniques. Since the role involves engaging in meaningful conversations with customers, demonstrating your ability to listen and respond appropriately will set you apart from other candidates.
✨Tip Number 4
Be ready to discuss how you handle busy periods and manage time effectively. The role requires juggling various customer interactions, so sharing strategies you've used in the past will show your capability to thrive in a dynamic environment.
We think you need these skills to ace Customer Relationship Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Relationship Consultant at Skipton Building Society. Highlight your passion for customer service and your ability to engage with customers effectively.
Tailor Your CV: Customise your CV to reflect your experience in customer service, particularly in the financial services sector. Emphasise any relevant skills such as communication, problem-solving, and adaptability that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for helping others and your understanding of the company's values. Mention specific examples from your past experiences that demonstrate your ability to meet customer needs and provide exceptional service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a customer-facing role.
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 of how you've gone above and beyond in previous roles to provide exceptional service, as this aligns perfectly with what Skipton Building Society values.
✨Understand the Company’s Values
Research Skipton Building Society's mission and values before the interview. Be prepared to discuss how your personal values align with theirs, especially their commitment to putting customers at the heart of everything they do.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle various customer scenarios. Think of examples from your past experience where you successfully identified customer needs and provided tailored solutions, demonstrating your problem-solving skills.
✨Demonstrate Effective Communication Skills
Since the role involves engaging with customers face-to-face and over the phone, practice articulating your thoughts clearly and confidently. Show that you can adapt your communication style to suit different audiences, which is crucial for a Customer Relationship Consultant.