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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 on a permanent basis, working 36 hours per week to support operating hours in the branch.
Salary: £25,650 Per Annum
Closing Date: Fri, 17 Oct 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 Lincoln branch.
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.
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.
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?
- You will have previous experience of interacting with customers.
- Your experience working with customers may be in person or over the phone, either is fine as Skipton’s customers are increasingly looking for flexible ways of engaging with us so 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 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.
What Is In It For You?
The role of Customer Relationship Consultant will be a permanent position 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 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.
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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.
