Customer Relationship Consultant

Job Details

Hours: 36 hours per week to support branch opening times.

Salary: £26,750 per annum.

Closing Date: Monday, 22 June 2026.

Key Responsibilities

As a Customer Relationship Consultant, you will engage with customers to assess their needs, recommend suitable products and provide first class service.

• Engage with customers face to face, virtually or by telephone to assess needs and tailor solutions.
• Act as the first point of contact in branch, supporting customers with enquiries and transactions.
• Carry out 'My Review' appointments to discuss financial goals and recommend appropriate products.
• Proactively contact customers by phone to discuss needs and opportunities.
• Educate customers on the range of products, services and communication channels available.
• Maintain accurate customer records in internal systems and identify vulnerable customers for appropriate support.
• Adhere to policies, standards, controls and limits of authority applicable to your role.

What We Need From You

• Previous experience of interacting with customers, either in person or by phone.
• Experience in banking/building society, contact centre, retail, food & beverage, hospitality or health/care sectors is desirable.
• Passion for delivering exceptional service and a willingness to go above and beyond.
• Strong communication skills, ability to influence and adapt to changing business needs.
• Effective time management and the capacity to work well with a 'one team' mindset.

Benefits and Remuneration

• Permanent role with 36 hours per week.
• Annual salary of £26,750.
• Annual discretionary bonus scheme.
• 25 days standard annual leave + bank holidays, rising 1 day per year of service to a maximum of 30 days after 5 years.
• Holiday trading scheme.
• Employer matched pension contributions - up to 10% per annum.
• Employee Assistance Programme and online employee discount platform.
• Three paid volunteering days per year.
• Colleague mortgage, savings accounts and discount schemes.
• Private medical insurance, salary sacrifice scheme for hybrid/electric car, and training & development commitment.

This role ensures you work in a supportive, customer centric environment and helps to further Skipton Building Society's mission of supporting long term financial wellbeing.