Customer Consultant Haverfordwest - Fixed Term 12 Months
Based in our branch network, our Customer Consultants are at the heart of our business. You will be a friendly face for our customers in branch and pride yourself on maintaining an excellent level of customer service!
We need hard working and energetic people to take on a busy and varied role - building strong relationships with our customers, understanding their needs and providing them with information to choose the right products for them
What you’ll do:
Reporting into your Branch Manager and working closely with the Senior Customer Consultants, you will be responsible for:
- Achieving the right customer outcome whilst adhering to our service standards
- Deal with all customer enquiries efficiently.
- Have focused conversations with customers to identify their needs for savings, insurance and protection products
- Process customer transactions and identify mortgage and investment needs and referring to specialist colleagues
- Interact with customers over the telephone (both inbound and outbound)
What we are looking for:
We are looking for enthusiastic, ambitious and customer focussed people with a proven record of success in a retail or customer focussed environment, ideally within financial services. You should have experience of face to face sales and service and ensuring your customers are happy. You must be able to pass a credit and criminal record check.
Who are we?
It’s official! We’re a Great Place to Work! We are delighted to announce that in our first year of participating, we have been named one of the best workplaces in the UK in the large category on the Best Workplaces™ list for 2018.
With 53 branches and 18 agencies across Wales and the borders, Principality is the 6th largest Building Society in the UK. As a mutual society, we’re owned by and run for the benefit of our 500,000 members.
It’s an exciting time to join us as we’re currently on a Group wide transformational journey that will see our brand, technology, colleague and customer offerings updated and enhanced to really put Principality on the map and make us a brand and employer of choice within Wales and beyond. This is supported by our recent sponsorship of the iconic Principality Stadium which has put us on a global stage.
Steve Hughes, CEO, said: “Principality is a unique organisation. We are big enough to have large ambition, but small enough to value, respect and engage everyone as individuals. Our colleagues live and work in the communities they serve and have developed a strong connection with them. We strive to be an inclusive business with colleagues who are passionate about doing the right thing for Members.
As a business, Principality is keen to recruit talented individuals who are interested in joining a company in which they can really make a difference. Although the Society has been established for nearly 160 years, we pride ourselves on a progressive culture, which encourages its employees to thrive.
Our culture is renowned for being friendly, open and inclusive where we actively encourage everyone to bring themselves to work. Our people are our most important asset and make us stand out in the finance sector. They're the driving force behind our success and we're committed to creating and maintaining a great place to work
What can we offer you?
As well as a great working environment with a strong family feel and plenty of opportunities for development and growth, you can expect a generous package that includes pension, bonus and incentive schemes, free life assurance cover, critical illness protection, private healthcare and the option to buy extra holiday each year. You can also be a part of our Sports & Social club which gives our colleagues access to discounted theatre, sporting and family events and to top it all off, we always have tickets up for grabs for the latest events at Principality Stadium.
As Principality colleagues, we want you to walk a mile in our customer’s shoes. This is why we provide all staff with £100 to open a savings account at your local branch to really feel a part of our core business. £100 also grants you voting rights at the Principality Annual General Meeting.For more information about our Reward & Benefits, visit
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