Customer Services Consultant

Skipton, The Bailey, BD23 1DN

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£15380 - £15380

Depending on skills & Experience

9th Nov 2017

Apply on or before this date

Full Time

35 hours per week, Monday - Friday 9am - 5pm



Job Introduction

At Skipton Building Society, we recognise that investing isn’t straightforward – especially with it being a riskier alternative to savings accounts. This is why we’re here to guide our customers in the right direction and in order to do so we need the right individuals to be able to support them.

We are currently looking for a motivated individual to join the Customer Services Team where you will be dealing with all customer administration. Working as part of the Customer Services Team you will provide a high standard of service, dealing with the on-boarding and post sale administration of customer and Financial Adviser requests.  

This is a fantastic opportunity to work within a company that has surged into the Times 100 best companies to work for and has been awarded Investors in People 'Gold'


Main Responsibilities

Main Activities/Tasks

  • Accurately input customer and investment details onto the back office system
  • Follow the checking process for all incoming files to ensure all submitted investments are sent to the provider with no errors and within agreed Service Standards
  • Compile valuation packs for customers and advisers
  • Process all customers correspondence pre and post sale
  • Activities and tasks have to be completed within set standard turnaround times and require a high level of accuracy
  • Individual tasks will be trained out in accordance with the pre defined Skills Matrix

Other Duties

  • Deal with correspondence from customers, insurers and third parties on a daily basis, forward on as required
  • Contact providers/customers via telephone or provider websites to chase outstanding documents or requests
  • Maintain an accurate and up to date diary whilst working within service standards

Ideal Candidate

We are looking for individuals who are highly organised and are able to adapt their workload to ensure all work is achieved on time. The successful individual will be able to work well as part of a team and also as an individual using their own initiative. You will also have a willingness to learn and have the ability to interact with customers.


About the Society

At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do.

The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers.

Package Description

In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:

  • Group Personal Pension Plan
  • Life Cover
  • 25 days’ holiday, plus one day for each year you’re with us, up to a maximum of 30 days (pro rata when working on a reduced hours basis)
  • SBS offer a range of preferential employee savings & insurance products
  • Paid course fees to study for a professional qualification (where relevant to the role)
  • Childcare vouchers
  • Head Office onsite shop and internet cafe
  • An opportunity to join Simply Health Cash Plan – offering twenty annual benefits including dental care, optical care and physiotherapy
  • Option to donate to charity direct through Payroll Giving
  • Online employee benefits scheme offering discounts with hundreds of high street and online retailers
  • Eye Tests

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