Customer Service Advisor – Yorkshire Building Society

As one of the largest and most impactful teams at YBS, our Branch Network plays a vital role in shaping the success of our organisation. We’re always looking for ways to enhance the customer experience, improve efficiency, and explore new ideas. And as we embark on an exciting digital transformation, the future is full of possibilities for us and for you.

About the Role

As a Customer Service Advisor you’ll:

• Build meaningful relationships with our members and help them find the right products and services to support their goals whether that’s saving for a special trip, buying a first home, or planning for the future.
• Communicate confidently across multiple channels, including in-branch, over the phone, and online, to support members with their accounts.
• Focus on doing what’s right for our members without the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Ripon Branch.

“Are you passionate about helping others and do you feel that being the best version of yourself each and every day is part of your DNA. If so I would love to hear from you.

What will you get in return? You will become part of a thriving and passionate team. A team committed to honouring and unleashing their unique gifts and talents to support new and existing members with their financial wellbeing.

And that’s not all, we regularly go out into our community delivering a range of money mind activities, and topics that are relevant to everyone.

Our in branch activities helps us raise awareness of local charities and fundraising to support our charity partnerships. Is it possible to have fun at work whilst we are stretching and learning, absolutely, in fact it’s essential.

The branch itself has a wonderful energy, we make it that way, although the view overlooking the market square adds to the beauty.”

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

• Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
• Thrives in dynamic environments and embraces change with curiosity and positivity.
• Values diversity and understands the importance of different perspectives, experiences, and skills.
• Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
• Builds strong, respectful relationships with members and teammates.
• Has a growth mindset and is eager to learn through our training and development opportunities.
• Is confident using digital tools and open to learning new technologies.
• Is committed to personal development and staying future-ready.

This role will predominantly be based in Ripon Branch, however the initial training will take place in Richmond Branch so some travel will be required.