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For Companies At a Glance
- Tasks: Engage with customers to understand their financial goals and provide tailored solutions.
- Company: Join a community-focused financial institution dedicated to exceptional customer service.
- Benefits: Competitive salary, annual leave, bonus scheme, and professional development opportunities.
- Why this job: Make a real difference in people's lives by helping them achieve their financial dreams.
- Qualifications: Experience in customer service or sales, excellent communication skills, and a passion for helping others.
- Other info: Dynamic role with opportunities for growth and a supportive team environment.
The predicted salary is between 34000 - 34000 £ per year.
This role is for a permanent position working 36 hours per week to support branch operating hours.
Salary: £34,000 Per Annum
Are you passionate about helping others and providing exceptional customer service? If so, then we have the perfect opportunity for you. We are recruiting for a Financial Consultant within our Solihull branch.
The role of Financial Consultant includes engaging with our customers through our 'My Review' appointments 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 and through this proactively identify the most appropriate products to suit their needs.
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. Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing. Together, you can help us build a better Society.
What Will You Be Doing?
- Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct 'My Review' customer appointments to update customers on products and services on a non-advised basis whilst seeking new opportunities. This may be face-to-face, virtually or by telephone.
- Engaging with customers through the 'My Review' customer appointment to understand and identify their needs by asking great questions, listening to the customer's specific circumstances and tailoring the relevant solution to their needs. All the while ensuring the right outcome for the customer and the society.
- Sharing your expertise and knowledge with the rest of the branch team.
- Using 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.
- Adhering to and understanding 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 of developing relationships with customers - be that in a customer service or sales environment, whether that be face to face or over the phone.
- Experience of working in a Financial Services environment is beneficial.
- Someone who is passionate about delivering exceptional customer service and challenges themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
- Excellent communication skills and the ability to listen and ask appropriate questions, engaging in purposeful conversation.
- Experience of inspiring, motivating and even coaching others in your team to drive performance, with a 'one-team' mindset.
- The ability to react fast when the day gets busy and handle a wide variety of different customers – excellent time management.
- The ability to grow, adapt and change accommodating business needs and priorities.
What Is In It For You?
This role of Financial Consultant is a permanent position. The role is full time based on 36 hours per week to cover branch opening hours. The salary for this role of Financial Consultant is up to £34,000 per annum, plus benefits. We have a range of other benefits available to you including an annual discretionary bonus scheme and 25 days standard annual leave.
Financial Consultant in Solihull employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant in Solihull
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show you're genuinely interested and align with their goals.
✨Tip Number 2
Practice your listening skills! During interviews or conversations, focus on really understanding what they need. This will help you tailor your responses and demonstrate that you’re the right fit for their team.
✨Tip Number 3
Don’t shy away from showcasing your customer service experience! Share specific examples of how you've gone the extra mile for customers. This will highlight your passion for providing exceptional service, just like they value.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen to join our community-focused team.
We think you need these skills to ace Financial Consultant in Solihull
Some tips for your application 🫡
Show Your Passion: Let your enthusiasm for helping others shine through in your application. We want to see how you connect with customers and your commitment to providing exceptional service.
Tailor Your Experience: Make sure to highlight any relevant experience you have in customer service or financial services. We love seeing how your background aligns with the role of Financial Consultant.
Be Personable: Use a friendly tone in your written application. Remember, we’re looking for someone who can engage with customers in a warm and approachable way, so let your personality come through!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to receive your application and get to know you better!
How to prepare for a job interview at Skipton Building Society
✨Know Your Stuff
Before the interview, make sure you brush up on financial products and services. Understand the basics of what a Financial Consultant does and be ready to discuss how you can help customers achieve their financial goals.
✨Practice Active Listening
Since this role involves engaging with customers, practice your listening skills. During the interview, show that you can listen attentively and respond thoughtfully. This will demonstrate your ability to connect with customers and understand their needs.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you went above and beyond for customers. Highlight situations where you resolved issues or provided exceptional service, as this is key for a Financial Consultant role.
✨Ask Insightful Questions
At the end of the interview, have a few questions ready about the company culture, team dynamics, or customer engagement strategies. This shows your genuine interest in the role and helps you assess if it's the right fit for you.