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...