Skipton Building Society

Consultant

• Engage customers in conversations to understand their needs and circumstances
• Provide information about the full savings range, products, and services
• Conduct My Review appointments face to face, virtually, or by telephone
• Proactively contact customers by phone to identify and discuss their needs
• Educate customers about products, services, and communication channels
• Act as the first point of contact for customers in branch
• Tailor relevant solutions while ensuring appropriate outcomes for customers and the Society
• Maintain accurate and up-to-date customer records using internal systems
• Identify and appropriately support vulnerable customers
• Follow applicable policies, standards, controls, and limits of authority

Customer Relationship Consultant