Skipton Building Society
Customer Relationship Consultant
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Customer Relationship Consultant
Hours
This role is a permanent position working full time (36 hours per week) to support branch operating hours.
Salary
£26,750 per annum
Closing Date
Fri, 26 Jun 2026
About the Role
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 everything it does?
If so, Skipton Building Society has a fantastic Customer Relationship Consultant role available at our Chester and West Kirby branches.
As a Customer Relationship Consultant, your role will include:
- Engaging in conversations with customers to understand their needs
- Providing tailored advice on savings products, services, and financial planning
- Conducting ‘My Review’ appointments, whether face-to-face, virtually, or over the phone
- Proactively contacting customers by phone and email
- Using internal systems to maintain acc accurate and up-to-date records
- Acting as a trusted advisor to help customers achieve their financial goals (home ownership, retirement, family planning, etc.)
Our branches are the heartbeat of local communities, but increasingly, we support customers through multichannel engagement: in-person, virtually, and via direct contact. Your key responsibility, whether promoting a product or resolving a problem, will be placing customer needs at the centre and delivering first-class service every time.
As a Customer Relationship Consultant, you will be more than just the friendly face and voice of Skipton—you’ll be a listener, problem solver, and trusted partner helping customers fulfil their financial dreams.
Who We Are
Skipton Building Society is more than just another building society or another job. We’re the fourth largest in the UK, but what makes us unique?
✅ Mutual ownership: We have no shareholders—we’re owned by our members, meaning we’re in business to serve you. ✅ Community-driven purpose: Our aim is to help homeowners, savers, and those planning for the future:
- Supporting more people in buying a home
- Empowering financial well-being
- Fostering long-term financial security
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We believe in diversity, celebrating the unique backgrounds and skills of our colleagues—because as a mutual society, our members come from all walks of life. Whether you’re from retail, hospitality, customer service, healthcare, or another industry, if you bring energetic ambition, emotional intelligence, and a strong passion for service, we’re listening.
You will become part of a team that makes a difference, where your goals—whether personal or professional—are our priority too. Together, we’re building a better society.
Key Responsibilities
- Engaging with customers:
- Asking insightful questions to identify needs
- Tailoring financial solutions that fit their circumstances
- Conducting ‘My Review’ appointments in person, virtually, or via telephone
- Customer interaction:
- Being the first point of contact for customers with enthusiasm and a solution-driven mindset
- Proactively contacting customers via phone or email for proactive service
- Product & advice knowledge:
- Educating customers on savings products, services, and the different communication channels available
- Advising on savings, mortgages, investments and financial planning
- Record management:
- Ensuring accurate and up-to-date customer files through digital systems
- Identifying and following up on vulnerable customers with appropriate support
- Compliance & policies:
- Adhering to regulatory standards, policies, and controls
- Utilising provided training, coaching, and communication channels
Requirements
Experience & Skills
- Previous experience in customer-facing roles—whether in retail, food & beverage, hospitality, healthcare, contact centres, or finance. Previous bank or building society experience is not essential—we encourage cross-industry talent!
- Proven ability in:
- Listening skills and problem-solving with confidence
- Engaging in conversations that identify needs and build trust
- Flexibility in handling different customer types and challenges
- Keen ability for role adaptation, with a positive attitude towards new challenges and changing business needs
- Excellent time management and ability to handle busy periods with a smile
- Outgoing and approachable personality with genuine passion for helping others
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Attitude & Values
- Enthusiasm for delivering exceptional customer service
- Commitment to continual improvement, whether through training or personal growth
- Open-mindedness to inclusive activities beyond the typical job scope
- Cultural fit with our collaborative and customer-first mentality
Benefits
This is a permanent role, including 36 hours per week with the following benefits:
Salary & Financial Rewards
✅ £26,750 per annum ✅ Annual discretionary bonus scheme
Leave & Work-Life Balance
✅ 25 days standard annual leave + UK bank holidays ✅ Network trading scheme—additional paid leave to buy or sell days ✅ 1 extra day of leave added annually towards a maximum of 30 days after 5 years
Wellbeing & Support
✅ Generous employer pension contributions—up to 10% of your salary ✅ Access to Employee Assistance Programme (EAP) for mental health support ✅ Discounted shopping, travel, dining, and entertainment via a platform with partner deals ✅ Private medical insurance for all colleagues ✅ Three paid volunteering days per year to support charitable initiatives
Development & Growth
✅ Full commitment to your training and progression, ensuring you get the tools needed for success ✅ Career opportunities in a growth-focused organisation ✅ Colleague discount schemes on mortgages, savings, and financial products
Hybrid Worker Benefits
✅ Salary sacrifice scheme for hybrid/electric vehi stability (if applicable)
So, ready to make a difference? Think you’re #SkiptonBuilt? Join us—we can’t wait to hear from you!
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