Customer Relationship Advisor - Help Clients Grow Finances

Posted 19 hours 28 minutes ago by Skipton Building Society

Permanent
Full Time
Other
Yorkshire, Skipton, United Kingdom, BD231
Job Description

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