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Customer Service Advisor

  • Job
    Full-time
    Entry Level
  • Customer Relations
    Sales & Business Development

AI generated summary

  • You excel in communication, go the extra mile for others, value diverse skills, embrace growth, and aspire to be an expert in our products and services.
  • You will assist members in finding suitable products, engage in meaningful conversations across various channels, and prioritize their needs without sales targets.

Requirements

  • Being great with people, and being able to talk to our members.
  • Challenging yourself to go the extra mile for your colleagues and our members, to help us grow and achieve our business objectives.
  • Understanding why it’s important to celebrate different people with different skills, experiences, and opinions.
  • Demonstrating a growth-mindset and making the most of the training and development we offer.
  • Having the ambition to become a leading expert on our products and services.

Responsibilities

  • Get to know our members and support them in finding the right products and services that can provide Real Help With Real Life - whether that’s saving for a gap year trip, buying a first home, or anything in between.
  • Facilitate great conversations confidently through channel of choice, as you support our members in branch, over the phone and with the operation of their accounts online.
  • Forget sales targets, and enjoy the freedom to do what’s right.

FAQs

What are the main responsibilities of a Customer Service Advisor at YBS?

As a Customer Service Advisor, you will get to know members and support them in finding the right products and services, facilitate great conversations in-branch, over the phone, and online, and focus on providing excellent customer service without the pressure of sales targets.

Is previous experience in financial services required for this role?

No, previous experience in financial services is not required. The emphasis is on being great with people and having the willingness to learn.

Where is the Woking Branch located?

The Woking Branch is located in the town center, just a 5-minute walk from the train station, with shops, cafes, and restaurants nearby.

Will I need to travel to other branches?

Yes, you may be required to cover other branches in the area, especially the 'buddy branch' in Guildford, depending on business needs.

What kind of training and development opportunities does YBS offer?

YBS is committed to personal development and provides a comprehensive induction and training plan designed to help you succeed and grow your skills and capabilities.

How does YBS approach work-life balance?

YBS offers a range of flexible working options to help employees find a healthy work-life balance, accommodating requests for early finishes or adjustments for personal commitments.

What benefits are included with this role?

Benefits include 25 days of holiday plus Bank Holidays, a bonus scheme, pension contribution of up to 11%, access to health benefits including private medical insurance, and various retail and health discounts.

What kind of work environment does YBS promote?

YBS promotes an inclusive and welcoming environment where everyone can be themselves and is encouraged to go the extra mile to help members and colleagues.

Is there a focus on community engagement at YBS?

Yes, employees at YBS are encouraged to assist the local community, including delivering financial education sessions for children and adults.

How can I apply for the Customer Service Advisor position?

If you're great with people and interested in the role, you can apply through the application process detailed in the job listing.

Finance
Industry
1001-5000
Employees
1864
Founded Year

Mission & Purpose

Here at Yorkshire Building Society, we Help Real Life Happen for our members. And we’ve been doing it for more than 150 years. We’re also owned by our 3 million members, which means everything we do, and every decision we make is for their benefit. We manage their £40 billion assets wisely.  But we’re also here to make things better for our people, too. We’re a business that really cares as much about our colleagues as we do about our customers and our communities. And we offer an exciting future for everyone who joins us on our journey. So, if you’re looking for a warm, welcoming, inclusive and flexible workplace, you’ll discover somewhere that can really help your career happen. References to 'YBS Group'​ or 'Yorkshire Group'​ refer to Yorkshire Building Society, the trading names under which it operates (Chelsea Building Society, the Chelsea, Norwich & Peterborough Building Society, N&P and Egg) and its subsidiary companies.