Customer Service Adviser - Money

As a Customer Service Adviser in Money Direct, you'll be on the front line in a fast-paced environment having great conversations with our customers about their savings accounts. Whether it's someone calling to withdraw money, set up a new account, or complete an ISA transfer – you'll be there to support them with their every need. Key role aspects: Answering queries from customers, completing basic transactions and amendments to customers savings products Having positive conversations about varying financial products Being genuinely curious and using open ended questions to understand what is important to customers and their plans for their money and their future Identifying and recommending products and services, such as financial planning, retirement and savings interest rates that could benefit a customer and their unique situation – where appropriate Liaising and working with our Financial Advice Team to support commercial targets An ability to work in a fast-paced environment whilst remaining resilient during busy service periods and financial events such as ISA Season and Tax Year End Being the first point of contact to help support our customers with their complaints through investigation and potential offers of resolution Identifying and supporting our customers with their vulnerabilities through genuine and empathetic conversation, offering our support through mindfulness and bespoke changes to services Modelling our behaviours of Be curious and Be brave, by challenging current processes and ways of working, driving continuous improvement to enhance the customer journey and experience Your conversations will be measured on service level agreements, customer experience, outcome, and potential commercial opportunities, whilst delivering an excellent customer experience.

Not just another building society. Not just another job. We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members. Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with younew ideas on how we can keep customers at the heart of what we do.