Customer Consultant

Helping customers get the best out of us

About the role
Our Customer Consultant offers the full range of retail products, but not mortgages.

So what will you do? The majority of your time will be spent face-to-face with customers, talking through their financial situation, identifying what their needs are and matching them up with exactly the right product.

When new products are added to our range, you’ll be the first to know: we’ll give you all the training and coaching you need to know them inside out.

The person

Who’s right for these roles?
We’re looking for people with commitment. Commitment to our customers. Commitment to our organisation. And commitment to the team. We like to employ people who really care about their work, and the people they work with. You’ll need to be an honest, trustworthy, enthusiastic, positive, imaginative and tactful professional.

Experience in a customer-facing role is essential. You’ll have been successful generating referrals and exceeding your goals and objectives; you’ll thrive working with teams; you’ll be comfortable taking on responsibility; and you’ll be an expert relationship builder.

But above all you will want to work for a business that takes its responsibilities for service and quality seriously and promotes a culture of customer service excellence for everyone.

Where can you go from here?
You could develop into a team leader, you could develop your financial expertise, or you could take advantage of our training to work towards being our next fantastic Branch Manager.

It’s your choice.