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Financial Wellness Advisor - In-Branch

Posted 3 hours 35 minutes ago by Skipton International Ltd

Permanent

Full Time

Other

Lancashire, Preston, United Kingdom, PR0 2

Job Description

Skipton Building Society is seeking a Customer Relationship Consultant for our Preston branch. The role focuses on understanding customer needs, promoting savings products, and supporting customers through My Review appointments, by branch, video, or phone.

You will help customers review goals and select suitable financial products while delivering a friendly, proactive service aligned with our mutual values.

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