Branch Financial Advisor: Customer-Centric Reviews

Skipton Building Society in Solihull seeks a Financial Consultant to support branch operations with a focus on delivering exceptional customer service and financial guidance. You will conduct My Review appointments to understand customer goals and propose suitable products, either face-to-face, virtual, or by phone.

Working with Advisors, you will generate new leads, reach out to customers, and promote advice-led services while upholding strong service standards and the society’s values.

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