Customer Relationship Consultant

Overview

Hours: The role will be on a permanent basis, working 36 hours per week including Saturdays on rota basis. Salary: £28,000 Per Annum. Closing Date: Tue, 16 Dec 2025.

Are you passionate about helping others and providing exceptional customer service? Skipton Building Society have the perfect opportunity for you. We are recruiting for a Customer Relationship Consultant to work at our Wilmslow & Warrington branches. You will engage with customers to understand their needs, provide information about our full savings range, products, and services, and conduct \\\”My Review\\\” appointments to understand and discuss customers’ financial goals in a friendly conversation. You will listen and identify the most appropriate products to suit their needs while delivering a straightforward, helpful service.

Our branches are the heart of our local communities. We also offer online and contact centre options for customers. In branch you will support customers face to face, virtually, and by outbound contact. You will place customers\\\’ needs at the heart of everything you do and provide a first-class service every time. You will be a listener, a problem solver, and a fountain of knowledge to help customers achieve their financial goals.

Who Are We?

We are the fourth biggest building society in the UK and a mutual organisation owned by our members. We value diversity and want colleagues from all backgrounds. Our purpose is to help more people have a home, save for life ahead, and support long-term financial wellbeing. Skipton Building Society is a great place to work, and you could be part of it.

What Will You Be Doing?

• Engage with customers to understand and identify needs through asking great questions and listening to their circumstances; tailor a relevant solution for the customer and the Society.
• 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 by phone to identify and discuss their needs.
• Educate customers on a range of products and services and on different channels to engage with us directly.
• Use internal systems to maintain accurate customer records and identify vulnerable customers to support appropriately.
• Adhere to policies, standards, controls, and limits of authority applicable to the role, supported by training and coaching.

What Do We Need From You?

• Previous experience of interacting with customers. We welcome applicants from diverse backgrounds and not only those with banking/Building Society experience.
• Experience can be in person or over the phone; contact centre experience is valuable as customers are increasingly engaging flexibly.
• Experience in retail, food & beverage, guest services, or health/care sectors is acceptable if you demonstrate a passion for delivering exceptional service.
• Excellent communication and a collaborative, one-team mindset; ability to react quickly in busy days and manage time effectively.
• Willingness to grow, adapt, and change with business needs; ability to influence different audiences using appropriate channels.
• Open to a broad range of activities beyond standard expectations.

What Is In It For You?

The role is permanent, working 36 hours per week (Monday to Saturday to cover branch opening hours). Salary up to £28,000 per annum, depending on experience, plus a range of benefits:

• 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
• Generous employer matched pension contributions – up to 10% per annum
• Employee Assistance Programme and online employee discount platform
• Three paid volunteering days per year
• Colleague mortgage and savings accounts and various colleague discount schemes
• Commitment to training and development
• Private medical insurance for all colleagues
• Salary Sacrifice Scheme for hybrid/electric cars

EEO statement: We are an equal opportunity employer and value diversity. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, age, marital status, or disability.