Branch Financial Advisor: Customer-Centric Reviews

Branch Financial Advisor: Customer-Centric Reviews

Full-Time 25000 - 32000 Β£ / year (est.) No working from home possible
Skipton International Ltd

At a Glance

  • Tasks: Support branch operations by delivering exceptional customer service and financial guidance.
  • Company: Join Skipton Building Society, a trusted name in financial services.
  • Benefits: Enjoy competitive pay, flexible working options, and opportunities for personal growth.
  • Other info: Be part of a supportive team that values your contributions and career development.
  • Why this job: Make a real difference in customers' lives by helping them achieve their financial goals.
  • Qualifications: Strong communication skills and a passion for customer service are essential.

The predicted salary is between 25000 - 32000 Β£ per year.

Skipton Building Society in Solihull seeks a Financial Consultant to support branch operations with a focus on delivering exceptional customer service and financial guidance.

You will conduct My Review appointments to understand customer goals and propose suitable products, either face-to-face, virtual, or by phone.

Working with Advisors, you will generate new leads, reach out to customers, and promote advice-led services while upholding strong service standards and the society's values.

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Branch Financial Advisor: Customer-Centric Reviews employer: Skipton International Ltd

Skipton International Ltd. is an excellent employer that values innovation and analytical expertise, offering a supportive work culture where employees can thrive. With a hybrid working model, employees enjoy the flexibility of balancing office and home work, alongside opportunities for professional growth in the dynamic field of model validation. The company fosters a collaborative environment, ensuring that every team member's contributions are recognised and valued, making it a rewarding place to build a meaningful career.

Skipton International Ltd

Contact Details:

Skipton International Ltd Recruitment Team

We think you need these skills to ace Branch Financial Advisor: Customer-Centric Reviews

Customer Service
Financial Guidance
Communication Skills
Lead Generation
Product Knowledge
Face-to-Face Consultation
Virtual Consultation