At a Glance
- Tasks: Lead the evolution of customer service strategy and enhance customer experience across channels.
- Company: Join Triodos Bank, a leader in sustainable banking with a commitment to positive impact.
- Benefits: Enjoy a competitive salary, extensive benefits, and flexible hybrid working options.
- Other info: Diverse and inclusive workplace welcoming applications from all backgrounds.
- Why this job: Shape customer experiences and drive meaningful change in the financial services sector.
- Qualifications: Proven leadership in customer service and strong understanding of banking regulations required.
The predicted salary is between 62000 - 72000 £ per year.
The Opportunity
As the Customer Strategy and Experience Lead, you will own and evolve the TBUK Customer Services strategy and the enabling capabilities that deliver our customer experience. This includes responsibility for Existing Customer Communications (ECC), Knowledge Management (KM), Change & Continuous Improvement, and Workforce Management Strategy (WFMS). You will partner closely with frontline leaders and control functions to deliver reliable, compliant, and human customer experiences across channels, improve cost-to-serve, and embed measurement and learning into the operating rhythm. You will ensure that service plans and change portfolios anticipate demand, protect customer outcomes, and align with regulatory expectations (such as Consumer Duty, DISP, and vulnerable customers), as well as internal governance.
We offer flexible, hybrid working, typically with two to three days per week in our Bristol Head Office, and the option to work from home on other days. Occasional travel to our Group Head Office in the Netherlands may be required to support collaboration with our international colleagues.
Key Responsibilities
- Design and implement a new TBUK customer service strategy and structure, aligning with the Fit For Impact framework and in collaboration with the Head of Customer Services.
- Develop and maintain a 12–24-month Customer Services strategy and roadmap, setting clear customer experience standards and service design principles, and ensuring alignment with the bank’s digital and data strategies.
- Lead continuous improvement initiatives, working with relevant teams to effectively plan, schedule, and embed change, with a focus on increasing customer self-service and reducing low-value contact.
- Lead and work with the existing Knowledge Manager to create a knowledge management support function, including strategy, content lifecycle, and process optimisation, to improve customer service and reduce costs.
- Manage forecasting, capacity planning, and real-time management across all service channels; produce actionable insights and reports to inform decision-making.
- Oversee Customer Communications, ensuring effective alignment with strategy and ensuring regular reviews and updates are performed.
- Act as the main point of contact for compliance activities, coordinate improvement actions, manage third-party contracts, and deputise for the Head of Customer Services as required.
- Line Manage key roles within the Strategy and Experience Team.
What We’re Looking For
You will be a proactive leader with significant experience delivering outstanding customer service within financial services at management level. You will bring a solid understanding of banking, compliance, and regulatory requirements, as well as a genuine commitment to making a positive impact and supporting the Triodos mission and values.
Key skills and experience include:
- Proven ability to design and implement effective, multi-channel customer service strategies and frameworks.
- Strong communication skills, able to engage across all levels, including executive and Board audiences.
- Practical knowledge of UK banking regulation (such as Consumer Duty and DISP) and experience translating policy into robust controls and governance.
- Expertise in driving change, leading continuous improvement initiatives, and measuring benefits.
- Hands-on experience in knowledge management and content operations to enhance service delivery.
- Analytical, data-driven approach with experience producing actionable insights and managing performance across channels.
- Confident in adopting new technologies to improve customer service, and skilled in building strong relationships with stakeholders.
If you’re passionate about shaping customer experience and delivering positive outcomes, we’d love to hear from you.
What We Offer
In return for your hard work and expertise, you will receive a competitive full time equivalent salary of between £62,000 and £72,000, depending on experience, plus access to our extensive benefits package, where most of our benefits are non-contributory.
Pension & Insurance
- Non-contributory pension scheme offering 8% salary in your first year and 10% salary thereafter.
- Life Assurance (worth 4 times basic pay).
- Income Protection.
- Private Medical Insurance.
- 27 days’ holiday (full-time equivalent) plus bank holidays, rising to 30 days after 2 years.
- A buy and sell holiday scheme.
- 1 wellbeing day and £200 wellbeing allowance per year.
- Vitality Leave – a part paid sabbatical of up to 3 months after you’ve been with us for 5 years, and every 7 years thereafter.
- Company sick pay.
- Health Cash Plan.
- Family Company maternity, adoption and partners’ pay including additional leave for premature births.
- 5 days fully paid carers’ leave.
- 10 days fully paid fertility leave.
- 10 days fully paid miscarriage leave.
- Other Cycle to work scheme.
- Refer a Friend scheme.
Our Commitment to Inclusion
At Triodos Bank, we are committed to building a diverse and inclusive organisation. We particularly welcome applications from underrepresented groups and neurodiverse candidates, and we value different career paths and lived experiences.
Please apply as soon as possible if this opportunity is of interest, as we reserve the right to close the vacancy once sufficient applications are received.
Customer Strategy and Experience Lead in England employer: Triodos Bank
Triodos Bank is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary alongside an extensive benefits package, including a non-contributory pension scheme and generous holiday allowances. With a flexible hybrid working model based in Bristol, employees enjoy a collaborative work culture that values diversity and inclusion, empowering them to make a meaningful impact in customer experience within the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Strategy and Experience Lead in England
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those who work at Triodos Bank. A friendly chat can open doors and give you insider info about the company culture and what they really value.
✨Tip Number 2
Prepare for interviews by diving deep into the company's mission and values. Show us how your experience aligns with their goals, especially around customer service and compliance. We love candidates who are genuinely passionate about making a positive impact!
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples of how you've led change or improved customer experiences in the past. We want to hear about your successes and how you can bring that magic to our team.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows us that you're enthusiastic about the role and appreciate the opportunity to connect.
We think you need these skills to ace Customer Strategy and Experience Lead in England
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in customer service strategy and compliance. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Leadership Skills:As a Customer Strategy and Experience Lead, we’re looking for someone who can lead and inspire teams. Use your application to share examples of how you've successfully managed teams or projects in the past, especially in financial services.
Be Data-Driven:We love a good analytical approach! Include any experience you have with data analysis and how it has informed your decision-making in previous roles. This will show us that you can produce actionable insights and manage performance effectively.
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 this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Triodos Bank
✨Know Your Customer Strategy
Before the interview, dive deep into the company's customer service strategy. Understand their approach to customer experience and be ready to discuss how your experience aligns with their goals. This shows that you’re not just interested in the role but also invested in their mission.
✨Showcase Your Change Management Skills
Prepare examples of how you've successfully led continuous improvement initiatives in previous roles. Be specific about the challenges you faced, the actions you took, and the results achieved. This will demonstrate your ability to drive change effectively.
✨Familiarise Yourself with Regulations
Brush up on UK banking regulations like Consumer Duty and DISP. Be prepared to discuss how you’ve navigated compliance in past roles and how you can ensure adherence to these regulations in the new position. This will highlight your expertise and readiness for the role.
✨Engage with Data-Driven Insights
Since the role requires an analytical approach, come prepared with examples of how you've used data to inform decision-making. Discuss specific metrics you’ve tracked and how they influenced customer service strategies. This will show your capability in managing performance across channels.