Skipton Building Society
Customer Service Consultant
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Customer Service Consultant
Customer Consultant (Bolton Branch) – Permanent, Full-Time (36 hours per week)
Key Details
- Salary: £25,500 per annum
- Working Hours: Full time (36 hours/week) to support branch operating hours
- Closing Date: Thu, 25 Jun 2026
About the Role
Are you passionate about helping others and delivering exceptional customer service? Looking for an organisation that truly values customers and community?
Skipton Building Society is recruiting for a Customer Consultant to join our Bolton Branch. This fulfilling role focuses on understanding customers’ needs while providing tailored financial advice—both face-to-face and remotely.
Our Customer Consultants act as problem-solvers, guides, and trusted advisors. While our customers increasingly value flexibility (online and virtual support), our branches remain the heart of our local communities. Your role will bridge both worlds, ensuring they receive personalised, helpful service every time.
Responsibilities
- Be the First Point of Contact:
- Welcome customers warmly, whether in-branch or over the phone, ensuring their first interaction with Skipton is positive and memorable.
- Engage and Understand:
- Ask insightful questions to uncover your customers’ needs and goals, offering tailored solutions that truly add value.
- Listen and Tailor Solutions:
- Carefully listen to your customers’ circumstances, then create personalised financial recommendations for their best outcomes.
- Proactive Outreach:
- Actively connect with customers via phone calls or virtual meetings, addressing their needs and guiding them towards the right products/services.
- Maintain Accurate Records:
- Update internal systems with precision, with a special focus on identifying and supporting vulnerable customers.
- Adhere to Policies:
- Comply with Skipton’s standards, controls, and guidelines, backed by comprehensive training and coaching.
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About Skipton Building Society
We’re not just another building society—we’re the fourth-largest mutual organisation in the UK, owned entirely by our members, not shareholders.
What sets us apart?
- A diverse and inclusive workplace, celebrating the unique backgrounds of our colleagues.
- A purpose-driven culture: helping people secure a home, save for the future, and achieve long-term financial wellbeing.
- Community commitment: supporting financial resilience and local growth.
Our colleagues describe work here as rewarding, supportive, and full of purpose. No matter your background or aspirations, we’ll help you grow—both professionally and personally.
Your Qualifications & Attributes
We’re looking for individuals who:
- Have customer-facing experience (not exclusively in banking or finance):
- Experience could be in retail, hospitality, call centres, customer service, health/voluntary sectors, or similar.
- You don’t need experience in the building society/banking sector; we value exceptional service attitudes.
- Can demonstrate a passion for going above and beyond to enhance the customer experience.
- Possess strong soft skills:
- A collaborative mindset—prioritising teamwork and unity.
- Adaptability and the ability to thrive in fast-paced environments.
- Excellent time management and problem-solving.
- Commit to continuous growth, embracing change and evolving alongside Skipton’s evolving business needs.
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What’s in It for You
Skipton Building Society rewards commitment with comprehensive benefits, including:
- Salary: £25,500 per annum.
- Annual Leave:
- 25 days standard holiday + bank holidays.
- Progresses +1 day per year, capped at 30 days after 5 years.
- Flexible Leave Options:
- Ability to trade additional annual leave days via our holiday scheme.
- Pension Benefits:
- Employer-matched contributions up to 10% of your salary.
- Health & Wellbeing:
- Access to an Employment Assistance Programme (EAP).
- Employee discounts for retail, entertainment, dining, and travel.
- Community & Social Impact:
- Three paid volunteering days per year.
- Ongoing initiatives to support local and national charities.
- Personal Finance Opportunities:
- Colleague mortgage and savings accounts.
- Exclusive discount schemes for products and services.
- Career Development:
- Strong commitment to training and professional growth.
- Private Medical Insurance: Available for all colleagues.
- Car Salary Sacrifice Scheme: Hybrid or dedicated electric vehicles.
This is a permanent, full-time position with long-term growth potential. Join Skipton and be part of an organisation that genuinely prioritises people and communities, helping build—and maintain—a better future for everyone.
Ready to go above and beyond? Apply today!
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