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Mortgage Advice Bureau (MAB) is seeking a skilled Customer Relationship Manager to join our team in Leeds. As a key business partner, we are looking for an individual who can promote our brand and services by maintaining long-term relationships with our key customers to generate further business opportunities.
Key Responsibilities- Manage remortgage leads to ensure timely communication with clients, maximize appointments, and maintain accurate records.
- Develop and maintain relationships with clients, providing a nurturing journey and passing leads back to advisers when clients are ready to proceed.
- Stay up-to-date with key areas, including the Financial Services Market, Regulatory & Compliance, Products, Systems & Processes, Quality Service Delivery, Customer Communications & Relationships, Team Working & Collaboration, Planning & Prioritising, and Record and Document Productions.
- GCSE or equivalent in English and Maths.
- Excellent interpersonal and communication skills.
- Proficient in all Microsoft applications and CRM management systems.
- Superior product knowledge.
- A team player with a positive attitude focused on customer satisfaction.
- Advanced Administration and/or soft sales selling experience.
- Exemplary qualities, including integrity, reliability, self-motivation, being proactive, and a positive attitude.
- Honesty & Integrity: truthful, sincere in actions, and doing the right thing.
- Adaptability, Enthusiasm, and Dependability.