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Branch Personal Finance Advisor

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Skipton Building Society
Full Time position
Listed on 2026-09-01
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Job Description & How to Apply Below

Skipton Building Society is hiring a Customer Relationship Consultant at our Otley branch. You will engage with customers to understand needs, promote savings products and services, and run 'My Review' appointments to discuss financial goals in a friendly conversation.

You may work face-to-face, virtually or by phone, in-branch or via contact centre channels. The role emphasizes listening, problem solving and delivering first-class service with a welcoming, helpful approach.

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