Job introduction

Are you passionate about helping others and providing exceptional customer service?

If so, then we have the perfect opportunity for you! We are recruiting for a Financial Consultant within our Solihull branch.

The role of Financial Consultant includes engaging with our customers through our ‘My Review’ appointments 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 and through this proactively identify the most appropriate products to suit their needs.

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.

Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing. Together, you can help us build a better Society!

What Will You Be Doing?

• Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct ‘My Review’ appointments, updating customers on products and services on a non-advised basis while proactively identifying new opportunities. Interactions may be face-to-face, virtual or by telephone.
• Taking a proactive approach to business development, you will actively reach out to both existing and potential customers to build relationships, generate new leads, and invite customers into the branch to explore the benefits of financial advice and membership with the society.
• Confidently engaging with customers over the phone, you will make outbound calls to reconnect with customers, promote financial review appointments, and create opportunities to bring new and existing customers into the society.
• Engaging with customers through ‘My Review’ appointments to understand and identify their needs by asking great questions, listening to their specific circumstances, and tailoring appropriate solutions—always ensuring the right outcome for the customer and the society.
• Acting as an advocate for financial advice within the branch, championing the value of advice-led conversations and supporting colleagues in identifying opportunities to refer customers for advice.
• Supporting the Branch Manager with the coaching, training, and development of colleagues, helping to build confidence and capability across the team in financial conversations and customer engagement.
• Sharing your expertise and knowledge with the wider branch team to help drive performance, customer outcomes, and a strong service culture.
• Using internal systems to ensure customer records are accurately maintained and up to date, with particular care taken to identify and support vulnerable customers appropriately.
• Adhering to and understanding the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and clear communication.
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