Customer Relationship Consultant

Location: Newcastle upon Tyne

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Customer Relationship Consultant page is loaded## Customer Relationship Consultant locations:
Newcastle, England time type:
Full time posted on:
Posted 5 Days Agojob requisition :
JR3699##
*
* Hours:

** This role is for a permanent position working 36 hours per week to support branch operating hours.##
** Salary:**£26,750 Per Annum##
** Closing Date:
** Tue, 20 Jan 2026

If so, then Skipton Building Society have the perfect opportunity for you! We are recruiting for a
** Customer Relationship Consultant
** to work at our
** Newcastle branch.
** The role of Customer Relationship Consultant includes engaging in conversations to find out our customers’ needs, providing information to them about our full savings range, products, and services that we offer. You will also engage with our customers through our ‘My Review’ appointments which is a great opportunity to understand and discuss our customers financial goals in a friendly conversation.

By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are, whether that be financial, family, retirement, peace of mind or even a new home and through this proactively identify the most appropriate products to suit their needs. All the while providing a straightforward, helpful service that lets your enthusiasm shine through.

Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.

For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.

Together, you can help us build a better Society!## Not just another building society. Not just another job.

We are the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We do not have shareholders; we are owned by our members.

Our colleagues say Skipton Building Society is a great place to work, and you could be one of them. Whatever your background, and whatever your goals, we will help you take the next step towards a better future.##
* Engaging, understanding and identifying customer needs through asking great questions, listening to customers specific circumstances and tailoring the relevant solution to their needs whilst ensuring the right outcome for the customer and the society.
* Acting as the first point of contact for customers in branch with enthusiasm and a desire to help our customers.
* Conducting ‘My Review’ customer appointments face to face, virtually or by telephone.
* Proactively contacting our customers over the phone to identify and discuss their needs.
* Educate each customer on a range of products and services as well as the different communication channels they can utilise to engage with us directly.
* Use internal systems to ensure that a customer’s records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately.
* Adhere to and understand the appropriate policies, standards, controls and…