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 memberswithout the pressure of sales targets.

Here at YBS no two branches are the same, they each have their own characteristics and qualities that makes working there so special. Here is what the hiring manager had to say about Portsmouth Branch.

Portsmouth Branch are looking forward to welcoming someone new to our small team to share our passion for delivering exceptional customer service and growing our business. We see lots of regular customers who we love getting to know a long with welcoming and encouraging new customers to our branch, our customers quite often comment on the family like atmosphere, and we take pride in the service they receive in the branch.

We are centrally located on Portsmouth high-street and are in close proximity to all of the other financial institutions and very easily accessible as near all of the bus stops and across the road from the train station.

You will have lots of opportunities to network with others and you may be required to cover other branches in the South Coast area. This is a really varied role and no working day in branch is the same, from serving customers on our counter, opening or changing accounts, helping us prepare and deliver Money Minds sessions to help educate adults and children on all matters money, to preparing and delivering frauds and scams sessions - we really are a branch that like to keep busy and are passionate about purposeful working.

We are invested in your personal development and will support your growth and actively encourage you to seek further opportunities to build your skills and capabilities and with such a varied role you will continually be learning everyday.”

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.