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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 a competitive salary, generous leave, bonuses, and health benefits 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 interaction experience is essential; retail or contact centre backgrounds are welcome.
- Other info: Flexible working hours and opportunities for personal growth and development.
The predicted salary is between 22800 - 28500 £ per year.
Join to apply for the Customer Relationship Consultant role at Skipton Building Society
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Join to apply for the Customer Relationship Consultant role at Skipton Building Society
Hours
The role of Customer Relationship Consultant is a permanent position working 36 hours per week (Monday – Saturday to cover branch opening).
Hours
The role of Customer Relationship Consultant is a permanent position working 36 hours per week (Monday – Saturday to cover branch opening).
Salary
£28,500 Per Annum
Closing Date
Sun, 7 Sept 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 within our Clitheroe and Barnoldswick Branches.
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, retirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their nee ds. 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 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. We’re happy to ‘think outside the box’ of wanting people who have previously worked in a bank or building society before.
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.
Your experience may be in retail, food & beverage, guests services or even the health/care sector. Whatever your background, if you can demonstrate a passion for delivering exceptional service and going above and beyond we’re happy to consider you.
- 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 communicators 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 standard expectations
What Is In It For You?
The role of Customer Relationship Consultant is a permanent position working 36 hours per week (Monday – Saturday to cover branch opening).
The salary for the role of Customer Relationship Consultant is up to £28,500 dependent on skills and experience, plus 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
Full-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 went above and beyond for a customer, as this role heavily focuses on exceptional service and understanding customer needs.
✨Tip Number 3
Practice your communication skills, especially how you engage in conversations. Since the role involves conducting 'My Review' appointments, being able to ask insightful questions and listen actively will be crucial.
✨Tip Number 4
Research common financial products and services offered by building societies. Being knowledgeable about these can help you feel more confident when discussing options with customers and demonstrate your proactive approach.
We think you need these skills to ace Customer Relationship Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service. Emphasise any roles where you've engaged with customers, solved problems, or provided exceptional service, as these are key aspects of the Customer Relationship Consultant role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping others and providing excellent customer service. Mention specific examples from your past experiences that demonstrate your ability to understand customer needs and deliver tailored solutions.
Showcase Your Communication Skills: Since the role requires effective communication, ensure your application reflects your ability to engage with different audiences. Use clear and concise language, and consider including examples of how you've successfully communicated with customers in previous roles.
Highlight Flexibility and Adaptability: The job description mentions the need for flexibility in working hours and adapting to various customer needs. Make sure to include any experiences that showcase your ability to handle diverse situations and work well under pressure.
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 from your past experiences where you went above and beyond to provide exceptional service, as this aligns perfectly with what Skipton Building Society values.
✨Prepare for 'My Review' Scenarios
Since the role involves conducting 'My Review' appointments, be ready to discuss how you would approach these conversations. Think about questions you could ask to uncover customer needs and how you would tailor solutions to meet their financial goals.
✨Demonstrate Flexibility and Adaptability
Highlight your ability to adapt to different customer interactions, whether in-person or over the phone. Discuss any experiences where you successfully managed a busy environment while maintaining excellent service, as this is crucial for the role.
✨Research Skipton Building Society
Familiarise yourself with Skipton's values, products, and community involvement. Being knowledgeable about the organisation will not only impress your interviewers but also help you articulate why you want to be part of their team.
