Customer Service Advisor

Yorkshire Building Society Group; Preston; On-site; GBP 20,000 - 30,000; Full time

Job summary

A community-focused financial institution in Preston is seeking a Customer Service Advisor to build meaningful relationships and support members with their financial goals. This role emphasizes empathy, teamwork, and personal development in a welcoming environment. The ideal candidate thrives in dynamic settings and embraces change. The organization offers flexible working arrangements, comprehensive training, and various benefits, including health and wellness programs. This position presents an opportunity to make a positive impact while growing your career.

Benefits

25 days of holiday plus Bank Holidays

Bonus up to 15%

Pension contribution of up to 11%

Private medical insurance

Health discounts through benefits portal

Qualifications

• No background in financial services required.
• Eager to learn through training and development opportunities.
• Values diversity and understands different perspectives.

Responsibilities

• Build meaningful relationships with members.
• Support members with their accounts across various channels.
• Focus on doing what’s right without pressure of sales targets.

Skills

Motivated to go the extra mile

Thrives in dynamic environments

Empathy and emotional intelligence

Strong relationship-building skills

Growth mindset

Confident using digital tools

Job description

If you enjoy connecting with people and making a difference, a career in Customer Service within our Branch Network could be a fantastic opportunity for you. As one of the largest and most impactful teams at YBS, our Branch Network plays a vital role in shaping the success of our organisation. We’re always looking for ways to enhance the customer experience, improve efficiency, and explore new ideas. And as we embark on an exciting digital transformation, the future is full of possibilitiesfor us and for you.

About the Role

As a Customer Service Advisor, you’ll:

• Build meaningful relationships with our members and help them find the right products and services to support their goalswhether that’s saving for a special trip, buying a first home, or planning for the future.
• Communicate confidently across multiple channels, including in-branch, over the phone, and online, to support members with their accounts.
• Focus on doing what’s right for our memberswithout the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Malton Branch.

“We have an exciting opportunity to join our friendly team here in Malton. This is a branch that prides itself on creating a welcoming atmosphere and providing our customers with an outstanding level of support and service. As well as helping our customers in branch and over the phone, we love to get out and about in the community delivering financial education sessions along with a range of other workshops in schools and community groups.

Malton Branch is a dual location with our branch at Pickering. There will be opportunities to be able to both engage and work with the Pickering branch as well as others outside of your branch team including other new candidates who are also on boarding as well as the wider business.

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

• Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
• Thrives in dynamic environments and embraces change with curiosity and positivity.
• Values diversity and understands the importance of different perspectives, experiences, and skills.
• Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
• Builds strong, respectful relationships with members and teammates.
• Has a growth mindset and is eager to learn through our training and development opportunities.
• Is confident using digital tools and open to learning new technologies.
• Is committed to personal development and staying future-ready.

About Us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility

We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.

Development

We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity

We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

• Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
• Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
• Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
• Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
• My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts

Ready to apply?

Great with people? Then we think it would be great to meet you. Apply now.