• Deliver personalised financial guidance through expert questioning, active listening, and tailored recommendations, tailored to each member’s unique circumstances.

• Promote and support financial advice conversations: explains value of advice, identifies where advice could help, partners with Advisers to enable next step referrals.

• Contribute to the branch’s ongoing prosperity by coaching staff, sharing knowledge and promoting a positive customer-centric culture.

• Ensure accurate and consistent updates in member records, with a focus on vulnerability awareness and support.

• Operate within clear compliance frameworks and policies.

Requirements

• Actual or relevant customer service experience, demonstrating good relationship-building skills.

  • Face-to-face, email, phone – whichever resonates.

• Three or more years of process-based interaction experience with a clear understanding of customers’ pain points and drivers.

• Prior exposure to the Financial Services sector is attractive, but not mandatory—transferable skills are welcome.

• Communication & change-discipline: Excels in proactive inquiries and support, engages clearly and solves problems.

• Thoughtful: Questions effectively, cultivates trust.

• Manage priorities in fast-paced environments, juggling technical detail whilst maintaining a balance.

• Comfortable adapting—technical processes are constantly evolving, but customers’ faith in guidance never is.

Why Join Us? What’s In It For You?

We’re not just a building society—we’re a mutual organisation with values as strong as any business. Passionate about our employees’ well-being, we offer a supportive big-tent approach, award-winning benefits, and a culture of growth.

On the Job:

• Permanent role for 36 hours/week, full cover for branch opening hours.

• £30,400 per year base salary, with realistic potential to earn significantly more above this base.

On Top:

• Annual bonus scheme (discretionary).
• 25 paid days leave, plus bank holidays, escalates to 30 days after five years.

• Holiday trading scheme, and further flexibility to swap leave days if plans change.

• Generous pension benefits: Employer matches up to 10% of your contributions—your funds save too.

• 5 paid volunteering days per year: Entitlement to spend hours on meaningful causes.

• Health and wellbeing resources, including a dedicated Employee Assistance Programme, OTG Discount platform and discretionary support when things get tough.

• Discount schemes for buying/selling eyes, travel, products and time—how could we stump you?!

• Employee Development: From on-the-job mentoring to continuous training. Financial and professional skills investment is central.

• Private medical insurance added for every colleague as a matter of course.

• Salary Sacrifice – benefits from early uptake, great considerations with E/Car technology, all wrapped around economic sense.

• Employee benefits portal with bespoke challenges—entertainment, dining deals, or gift vouchers to celebrate the well-earned things.

The Skipton Difference

Playing for a team, without shareholders. No quotas, no office politics—step up to upward potential based on what you bring to building better futures in high-pressure and low-stress moments.

Sustainability gets as much choice as solutions; there are no compromises in our behalf of that. You’ll feel the passion from the ground-up:

• Our colleagues aim to put the ‘purpose’ of the building society into every comment you hear and every aim you work towards.
• Discounts for our customers and/or suppliers, with tailored packages that keep you feeling supported.
• Work that’s personally meaningful to you, but collectively powerful.
• Access to extensive training and personal growth, tailored to where you are on your journey.

Don’t ask “why would I?” Ask: “Why not you.I?”

We provide as strong as any best player; those who stick with our ways go on to do great things. It’s the way we’ve been doing it for 160 years. So here’s your opportunity to join the most passionate place to be: In a brighter future.