Skipton Building Society

Financial Planning and Analysis

• Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
• Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
• Holding meaningful customer conversations that explore their circumstances, preferences and future plans
• Maintaining high standards of quality, compliance and risk management in every customer interaction
• Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led

Financial Adviser

• Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
• Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
• Holding meaningful customer conversations that explore their circumstances, preferences and future plans.
• Maintaining high standards of quality, compliance and risk management in every customer interaction
• Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led

Consultant

• 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 utilize 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 limits of authority applicable to your role, supported by training, coaching and appropriate communication

Customer Relationship Consultant

Customer Support

• Divide time between customers and the team
• Develop relationships with customers, having great conversations
• Highlight products and services that Skipton Building Society provides through face to face, over the phone, and by video
• Ensure that the team understand the branch’s contribution plan and understand key messages and actions
• Coach and develop the team through effective observations and one-to-ones
• Support customers face to face, virtually and by outbound contact

Customer Service Lead

• Working closely with branch teams and Financial Advisers to support the delivery of first meetings with new customers
• Leading discussions around key areas such as pensions, investments and inheritance tax, introducing our proposition in a clear and engaging way
• Preparing customers ahead of their first meeting with a Financial Adviser, ensuring they feel confident and well informed
• Gathering and accurately recording all relevant information on our customer relationship management (CRM) system to support the advice process
• Providing advisers with a full picture of each customer (including key ‘soft facts’) to help create a seamless and positive customer journey
• Using your communication skills to build rapport, understand each customer’s goals and motivations, and help them make informed decisions about their finances

Financial Adviser

Financial Adviser

Financial Adviser

Customer Relationship Consultant

Customer Service Lead

Trainee Financial Adviser