Customer Relationship Consultant

Hours:

This role is for a permanent position working full time 36 hours per week to support branch operating hours. Salary: £26,750 Per Annum. Closing Date:
Thu, 2 Jul 2026.

Are you passionate about helping others and providing exceptional customer service? Would you like to join an organisation that puts its customers at the heart of what they do? If so, then Skipton Building Society have the perfect opportunity for you! We are recruiting for a Customer Relationship Consultant to work at our Newark branch.

The role of Customer Relationship Consultant includes engaging in conversations to find out our customers’ needs, providing information to them about our full savings range, products, and services that we offer. You will also engage with our customers through our ‘My Review’ appointments which is a great opportunity 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, whether that be financial, family, retirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their needs. All the while providing a straightforward, helpful service that lets your enthusiasm shine through.

In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. 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.

• Engaging, understanding and identifying customer needs through asking great questions, listening to customers specific circumstances and tailoring the relevant solution to their needs while ensuring the right outcome for the customer and the society.
• Acting as the first point of contact for customers in branch with enthusiasm and a desire to help our customers.
• Conducting ‘My Review’ customer appointments face to face, virtually or by telephone.
• Proactively contacting our customers over the phone to identify and discuss their needs.
• Educating each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly.
• 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.

• Previous experience of interacting with customers, whether in a bank, building society, contact centre, retail, food & beverage, guest services or health/care sector.
• Demonstrated passion for delivering exceptional service and going above and beyond.
• The ability to work well alongside others with a ‘one-team’ mindset.
• The ability to react fast when the day gets busy and handle a wide variety of different customers with excellent time management.
• The desire and ability to grow, adapt and change while accommodating business needs and priorities.
• Effective communication skills with the ability to influence different audiences using suitable channels for achieving clear outcomes.
• An openness to a broad range of activities even if outside of standard expectations.

• Permanent position working 36 hours per week.
• Salary of £26,750 per annum.
• Annual discretionary bonus scheme.
• 25 days standard annual leave + bank holidays, with an additional day per year of service up to a maximum of 30 days after 5 years.
• Holiday trading scheme allowing you to buy and sell additional annual leave days.
• Generous employer matched pension contributions – up to 10% per annum.
• Access to benefits portal including Employee Assistance Programme and online employee discount platform.
• Three paid volunteering days per year.
• Colleague mortgage and savings accounts and a host of colleague discount schemes.
• Commitment to training and development.
• Private medical insurance for all colleagues.
• Salary Sacrifice Scheme for hybrid/electric car.