Job Description
Job Details
- Hours: 21.45 hours per week over 3 days (part‑time, permanent)
- Salary: £26,750 pro‑rata per annum
- Closing date: Thu, 18 Jun 2026
- Location: Wilmslow branch & occasionally Warrington branch
Key Responsibilities
- Engage customers in face‑to‑face, virtual or telephone interactions to understand their financial goals and identify needs.
- Deliver information about savings, products and services, and guide customers to suitable solutions.
- Conduct “My Review” appointments and use this to discuss customers’ financial objectives.
- Proactively contact customers over the phone to discuss requirements.
- Educate customers on multiple communication channels available to interact with the Society.
- Maintain accurate customer records in internal systems and ensure vulnerable customers are supported appropriately.
- Adhere to policies, standards, controls and limits of au...
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