OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Commercial Team where you will support the direct sales teams local to your regional sales hub throughout the customer onboarding journey leading a team of Account Managers in liaising with new and existing customers to drive new business manage or support the submission of proposals to underwriting performing initial due diligence activities requesting timely support from the operations function to support customer sign-up and facility activation.
Working as part of the Asset Finance teamour ideal team member will have previous experience incustomer service andrelationship management with excellent communication skills.
RESPONSIBILITIES
- Liaise with Credit and Operations functions plus customers brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
- Support work allocation and monitor service levels
- Empower and engage team members through effective coaching mentoring and development to enhance individual and team performance
- Work with the HR Business Partner to implement a structured performance review process including clear objectives personal development plans and defined performance standards
- Work in tandem with the Direct Sales teams and their leadership to provide exceptional service to our Customers and Brokers
- Act as a brand ambassador promoting our companys values and maintaining a positive brand image at all times.
- Understand the team business strategy vision/mission and personal contribution to it.
- Understand and comply with standard operating procedures to meet the Groups Conduct Risk policies and the expectations of our regulators
- Understand the main risks arising in your area of responsibility how to mitigate them and escalate where you are unable to comply and to meet all data requirements
Developing Our People: as a line manager you will be responsible for inspiring and motivating your team as well as developing performance through coaching. You will encourage your team to take responsibility for their own personal development and provide support through regular feedback.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- An ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
- Proven experience in customer service relationship management or a related role.
- Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
- A strong attention to detail.
- A numerate and analytical ability.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- A familiarity with CRM software and other customer support tools
- Good knowledge of Microsoft products
- Previous knowledge of the Financial Services industry and in a similar customer facing role.
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format or any other adjustments are encouraged to email us at or request a call back.
ABOUT US
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending deposit taking and securities trading. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers please visit our careers page: find out more about life at Close Brothers:
find out more about our benefits:
find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion Close Brothers Group
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The Company
Close Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.
Our specialist lending and deposit solutions include:
- Commercial: Offers specialist and predominantly secured lending principally to the SME market.
- Retail : Provides intermediated finance through motor dealers motor finance brokers and insurance brokers and savings products for individuals and corporates.
- Property: Offers residential development finance to established UK property developers funding for commercial properties and bridging and refurbishment loans.
At Close Brothers we are here to help people and businesses thrive over the long term.
Through our deep sector knowledge and expertise focus on delivering excellent and specialist service and strength of established relationships we support our customers through the cycle. Our values of deep expertise consistent service and long-term relationships embody our distinctive culture and customer-centric approach.
We also recognise our responsibility to help address the social economic and environmental challenges facing our businesses employees and customers now and into the future.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Cycle to work scheme
Gym discounts
Purchase additional holiday
Documents
Required Experience:
Senior IC
Employment Type : Full Time
Experience: years
Vacancy: 1