
Customer Relationship Consultant Ripon, England
Job description
As a Customer Relationship Consultant, you will be engaging in conversations to find out our customers’ needs, providing information to customers 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.
- 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 and over the phone 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 limits of authority applicable to your role, supported by training, coaching and appropriate communication.
- Annual discretionary bonus scheme: on average our Customer Relationship Consultants received an on-target bonus of 8% dependent on personal and company performance. This means you could receive a possible £1972 per annum.
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days after 5 years.
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Generous employer pension contributions – up to 10% per annum dependent on employee selection
- Access to the Lifeworks, via telephone or online 24/7. Giving free access to wellbeing apps, including Employee Assistance Programme and online employee discount platform including retailers, entertainment, eating out and travel.
- There are always initiatives to get involved with charities with two paid volunteering days for you to use each year.
- Are really passionate about delivering exceptional customer service and challenge themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
- Have previous experience of working in a customer service or sales environment whether that be face to face, telephony or Financial Services environment is beneficial.
- Enjoy meeting new people and engaging in purposeful conversation
- Work well with others, with a ‘one-team’ mindset across multiple channels.
- Are effective communicators with the ability to influence different audiences using suitable channels for achieving clear outcomes.
- React fast when the day gets busy and handle a wide variety of different customers – with excellent time management
- Are open to a broad range of activities even if outside of standard expectations
- Are able to grow, adapt and change accommodating business needs and priorities