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Customer Relationship Advisor — Clients Finances

Job in Skipton, North Yorkshire, BD23, England, UK
Listing for: Skipton Building Society
Full Time position
Listed on 2026-07-13
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 24075 - 29425 GBP Yearly GBP 24075.00 29425.00 YEAR
Job Description & How to Apply Below
Position: Customer Relationship Advisor — Help Clients Grow Finances

Skipton Building Society in Skipton & Settle branches is looking for a Customer Relationship Consultant who will listen to customers, understand their needs and explain our savings products and services that we offer. You will conduct My Review appointments, both in-branch and virtually, to help customers plan their financial goals with a friendly, proactive approach.

You will be the first point of contact in branch, support online channels, and use internal systems to keep records up to date

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