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Customer Relationship Manager
2 months ago
JBR Capital is a bespoke specialist high-end vehicle finance lender dedicated to enabling customers to transform their automotive passion into reality. We combine the expertise of our colleagues with the efficiencies of cutting-edge technology to build a scalable platform that redefines passion asset lending.
Our Approach
We believe in taking a holistic view of each customer's unique situation, and we apply the same approach when seeking individuals who are passionate about delivering a premium service to join us. At JBR Capital, we are committed to fostering a dynamic and inclusive workplace where innovation and creativity are encouraged. By nurturing talent and providing development opportunities, we ensure that our team remains at the forefront of the industry, delivering exceptional experiences for our clients while enjoying career development.
Key Responsibilities
- Support the Business Development Managers and manage their accounts.
- Build and maintain relationships with brokers, dealers, and end customers.
- Quote various finance product types to different parties.
- Process financial applications from initial proposal stage to pay-out.
- Produce various finance agreement documents for customer signature.
- Adhere to all Legal, Regulatory, Compliance, and Business policies and procedures.
- Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload.
- Own, investigate, and resolve all Client enquiries regardless of complexity, provide excellent service via verbal and written forms of communications.
- Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimize financial loss.
- Support Senior/Client Support Manager through providing accurate reporting on processes completed and variance to ensure individual/departmental MI is available to drive performance and forecasting.
Requirements
- Sales admin/client services/account management within the financial services.
- Customer Service experience.
- Show initiative to work alone as well as in a team.
- Good computer skills including proficiency in Microsoft applications.
- Computer literate (good knowledge of MS Office suite – Excel, Word).
- Excellent consumer lending regulatory knowledge and understanding including FCA, JMLSG, BCOBBS.