Find a job 
Featured Companies 
Featured Universities 
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 flexible hours, a competitive salary, generous leave, and wellness perks including private medical insurance.
- Other info: Work 23 hours per week with opportunities for training and development.
- 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.
The predicted salary is between 16542 - 18500 £ per year.
Hours
This role is for a permanent position working full time 36 hours per week to support branch operating hours.
Salary
£26,750 per annum
Closing Date
Mon, 25 May 2026
Role
Customer Relationship Consultant at the Ilkley branch, engaging with customers to assess needs, provide information on savings, products and services, and support customers through My Review appointments.
Responsibilities
- Engage, understand and identify customer needs by asking great questions, listening to customers’ specific circumstances, and tailoring suitable solutions.
- Act as the first point of contact for customers in branch with enthusiasm and a desire to help.
- Conduct My Review customer appointments face‑to‑face, virtually or by telephone.
- Proactively contact customers over the phone to identify and discuss their needs.
- Educate each customer on a range of products and services and the communication channels they can use to engage with us directly.
- Use internal systems to accurately maintain and update customer records, and support vulnerable customers appropriately.
- Adhere to appropriate policies, standards, controls and limits of authority, supported by training, coaching and communication.
Qualifications
- Previous experience interacting with customers, whether in banking, building societies, contact centres, retail, food & beverage, hospitality or health/care sectors.
- Experience in person or over the phone, with an appreciation for contact centre environments.
- Passion for delivering exceptional service and going above and beyond.
- Enjoyment of meeting new people and engaging in purposeful conversation.
- Ability to work well alongside others with a ‘one‑team’ mindset.
- Ability to react fast when the day gets busy and manage a wide variety of customers with excellent time management.
- Desire and ability to grow, adapt and change while accommodating business needs and priorities.
- Effective communication and influence across audiences using suitable channels to achieve clear outcomes.
- Openness to a broad range of activities even when outside standard expectations.
Benefits
The role offers a permanent 36‑hour per week position with a salary of £26,750 per annum, and the following benefits:
- Annual discretionary bonus scheme.
- 25 days standard annual leave + bank holidays, with an additional day per year of service up to a maximum of 30 days after 5 years.
- Holiday trading scheme that allows buying and selling of additional annual leave days.
- Generous employer‑matched pension contributions – up to 10% per annum.
- Health and wellbeing benefits, including an Employee Assistance Programme and an online employee discount platform covering retailers, entertainment, dining and travel.
- Three paid volunteering days per year for charitable initiatives.
- Colleague mortgage and savings accounts, plus a host of colleague discount schemes.
- Commitment to training and development.
- Private medical insurance for all colleagues.
- Salary Sacrifice Scheme for hybrid or electric cars.
#J-18808-Ljbffr
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.