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- Tasks: Engage with customers to understand their needs and provide tailored financial solutions.
- Company: Join Skipton Building Society, a customer-focused organisation in your local community.
- Benefits: Enjoy competitive salary, generous leave, bonuses, and health benefits.
- Why this job: Make a real difference by helping customers achieve their financial goals.
- Qualifications: Experience in customer interaction, strong communication, and teamwork skills.
- Other info: Permanent role with excellent training and development opportunities.
The predicted salary is between 25650 - 25650 £ per year.
Join to apply for the Customer Relationship Consultant role at Skipton Building Society.
The role will be permanent, working 36 hours per week to support operating hours in the branch.
Salary: £25,650 per annum (up to £26,750 depending on experience).
Closing date: Thu, 4 Dec 2025.
We are recruiting for a Customer Relationship Consultant to work at our Lincoln branch. The role involves engaging in conversations to find out customers’ needs, providing information about our full savings range, products and services, and conducting ‘My Review’ appointments to discuss financial goals.
What Will You Be Doing?
- Engage, understand and identify customer needs through asking great questions, listening to customers’ specific circumstances and tailoring the relevant solution.
- 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 different communication channels they can utilize to engage with us directly.
- Use internal systems to ensure that a customer’s records are accurately maintained and 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?
- Previous experience interacting with customers (banking, building society, contact centre, retail, food & beverage, guest services, health/care, or similar).
- Passion for delivering exceptional service and going above and beyond.
- Enjoy meeting new people and engaging in purposeful conversation.
- Strong teamwork skills with a ‘one‑team’ mindset.
- Ability to react quickly when the day gets busy and handle 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 skills with the ability to influence different audiences using suitable channels to achieve clear outcomes.
- Open to a broad range of activities, even if outside standard expectations.
Benefits
- £25,650 per annum salary (up to £26,750 based on experience).
- Annual discretionary bonus scheme.
- 25 days standard annual leave + bank holidays + 1 day per year of service (up to 30 days after 5 years).
- Holiday trading scheme to buy/sell additional leave days.
- Generous employer‑matched pension contributions – up to 10% per annum.
- Access to benefits portal: Employee Assistance Programme, online employee discount platform (retailers, entertainment, eating out and travel).
- Three paid volunteering days per year to support charitable initiatives.
- Colleague mortgage and savings accounts, plus various discount schemes.
- Commitment to training and development.
- Private medical insurance for all colleagues.
- Salary sacrifice scheme for hybrid/electric cars.
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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
Get to know the company! Before your interview, do a bit of research on Skipton Building Society. Understand their values and what makes them tick. This way, you can tailor your answers to show how you fit right in with their customer-centric approach.
✨Tip Number 2
Practice your people skills! As a Customer Relationship Consultant, you'll be chatting with customers all day. Try role-playing with a friend or family member to get comfortable with asking questions and listening actively. The more you practice, the more natural it will feel!
✨Tip Number 3
Show your enthusiasm! When you're in the interview, let your passion for helping others shine through. Share stories about times you've gone above and beyond for customers. This will help you stand out as someone who truly cares about making a difference.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that shows you’re genuinely interested in the role and can leave a lasting impression.
We think you need these skills to ace Customer Relationship Consultant
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping others shine through. We want to see that you genuinely care about providing exceptional customer service and are excited about the opportunity to join Skipton Building Society.
Tailor Your Experience: Make sure to highlight any relevant experience you have in customer interactions, whether in person or over the phone. We’re looking for how your background aligns with the role of Customer Relationship Consultant, so be specific about your skills and achievements.
Be Personable: Use a friendly and approachable tone in your application. We value candidates who can engage in purposeful conversations, so let your personality come through in your writing. Remember, we’re all about connecting with our customers!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Skipton Building Society
✨Know Your Customer Service Stuff
Make sure you brush up on your customer service skills and experiences. Think of specific examples where you've gone above and beyond for a customer, as this role is all about engaging with customers and understanding their needs.
✨Practice Active Listening
During the interview, show that you can listen actively. This means not just hearing what the interviewer says but responding thoughtfully. You might even want to practice asking clarifying questions, as this will demonstrate your ability to engage in meaningful conversations.
✨Familiarise Yourself with the Company
Do a bit of homework on Skipton Building Society. Understand their values, products, and services. Being able to discuss how you align with their mission of putting customers at the heart of what they do will definitely impress them.
✨Show Your Flexibility
Since the role involves both in-branch and virtual interactions, be ready to discuss how you can adapt to different customer needs. Share examples of how you've successfully handled various situations, whether in person or over the phone, to highlight your versatility.
