Customer Service Advisor.

  • Bolton, Greater Manchester
  • Up to £11190.40 per annum + Pro Rata

Customer Service Advisor

  • Bolton, Greater Manchester
  • Up to £11190.40 per annum + Pro Rata
  • Posted September 25, 2023

In-Branch Customer Service Consultant

The Hours: 20 hours per week – Applicants will be required to work 20 hours per week on a flexible basis across Monday to Saturday in line with the branch operating hours.

The Salary: £12,428 + company related performance bonus

Location: This is a multi-site role based in Bolton

We are currently recruiting on behalf of 1 of the UK’s largest building society’s who have been voted the 3rd Best Big Company to Work in 2022. This is an incredible opportunity to join a well recognised an reputable business who have an accolade of awards for being the best at what they do. If you are looking are passionate about delivering 1st class customer service and want a business who will invest in your learning and development, that can provide genuine career progression and offer a fantastic work environment APPLY NOW!
?The Role

As a Customer Consultant you will be more than a friendly face, we are looking for a passionate and customer focused individual with an enquiring mind. You will be at the heart of local communities being a listening ear, a problem solver and a fountain of support and knowledge. We want to help our customers to achieve their financial goals and get the best out of products and services to allow them to get more for their money whether we support them in branch or via telephone we are on hand to help.

  • 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.
  • 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.

What we are looking for…
As a Customer 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. 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.

  • Previous customer service experience, ideally within a financial industry but this is not mandatory – we are open to both face to face and contact centre based customer experience
  • Experience with cash or payment handling is required – card or cash.
  • A passionate for delivering 1st class customer service through face to face and telephone based conversations
  • Have a genuine curiosity and enquiring mind to get to know our customers and want to do the best for them.
  • The ability to multitask and work in what can be a very fast paced environment.
  • The want and desire to learn, you will receive 12 weeks training which will be aided by your manager and colleagues – they will be part of your learning and growth within the business, we can teach you what is needed but we are looking for someone who WANTS to learn and be the best they can be.
  • Hardworking, resilient, motivated and personable.

Rewards and Benefits:

  • 25 days annual leave increasing 1 day per year of service upto 30 days per annum + bank holidays
  • Holiday buy and sell scheme
  • Annual bonus scheme, on average our Customer Consultants received an on-target bonus of 8% dependent on personal and company performance. This means you could receive a possible £1,790.00 per annum.
  • Company pension – up to 10% employer contribution per annum
  • Volunteering Days – 2 paid days per annum so you can give back and get involved with your chosen charities.
  • Additional benefits include; access to discounts with retailers, 24/7 employee assistance access and a lot more!


Banking, Finance, Customer Service, Cashier, Pensions, Investments, Reading, Oxford, Financial Services

The Recruitment Co. is an equal opportunities employer and we’re committed to diversity and inclusion in the workplace.

This opportunity is no longer accepting applications.

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