Customer Service Advisor

If you enjoy connecting with people and making a difference, a career in Customer Service within our Branch Network could be a fantastic opportunity for you. As one of the largest and most impactful teams at YBS, our Branch Network plays a vital role in shaping the success of our organisation. We’re always looking for ways to enhance the customer experience, improve efficiency, and explore new ideas. And as we embark on an exciting digital transformation, the future is full of possibilitiesfor us and for you.

About the Role

As a Customer Service Advisor, you’ll:

• Build meaningful relationships with our members and help them find the right products and services to support their goalswhether that’s saving for a special trip, buying a first home, or planning for the future.
• Communicate confidently across multiple channels, including in branch, over the phone, and online, to support members with their accounts.
• Focus on doing what’s right for our members without the pressure of sales targets.

Each YBS branch has its own unique character and strengths, making every location a special place to work. Here’s what the hiring manager says about our Edinburgh Branch.

Come and join a truly fantastic team here at Edinburgh HS and have the opportunity to really showcase your skills and enthusiasm in the Capital City Branch of Scotland!

We are passionate about finding an individual who is eager to provide great service to our customers through a variety of channels at first point of contact; F2F, telephone & online. The role of customer consultant here at Edinburgh is constantly changing and no day is ever the same, so we are looking for candidates who are keen to learn and can adapt to fulfil our branch action plan. The Edinburgh team are brilliant and has a real sense of belonging and we are excited to add a new member to our team and we hope that can be you!

Alongside your daily tasks and activities, there will be opportunities to engage and work with other branches across the network, as well as taking part in community activities both in and out of the branch. We pride ourselves on strong communication and teamwork, and we are looking for someone who is keen to be involved in an environment focused on supporting both customers and colleagues, and someone who is looking to build a career at YBS!

About You

You don’t need a background in financial services or years of customer service experience. What matters most is your mindset and values. We’re looking for someone who:

• Is motivated to go the extra mile for colleagues and members, contributing to shared goals.
• Thrives in dynamic environments and embraces change with curiosity and positivity.
• Values diversity and understands the importance of different perspectives, experiences, and skills.
• Shows empathy and emotional intelligence, creating a welcoming and supportive atmosphere for everyone.
• Builds strong, respectful relationships with members and teammates.
• Has a growth mindset and is eager to learn through our training and development opportunities.
• Is confident using digital tools and open to learning new technologies.
• Is committed to personal development and staying future-ready.