Customer Service Consultant
Core
Face-to-face and phone-based customer service role supporting branch operations, identifying customer needs, and providing tailored financial solutions.
Role type
Customer Service Consultant (Financial Services)
Builds
Savings products, accounts, and financial advice for individual customers
Domain
UK Financial Services / Building Society
Deliverable
client delivery
Required skills
Customer interaction, active listening, problem solving, time management, record keeping, policy adherence
Preferred skills
Experience in retail, food & beverage, guest services, or health/care sectors
Responsibilities
Welcome customers in-branch and over the phone, uncover customer needs through questioning, offer personalized financial solutions, proactively reach out to customers via phone, maintain accurate customer records, adhere to organizational policies and standards
