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Customer Relationship Specialist
2 weeks ago
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't 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 Wholesale Finance Team where the In-life Customer Relationship Specialist is responsible for the production of settlement quotes to customers along with other various administration processes which are vital to the efficient and sound running of the department from an In-life perspective.
Our ideal team member will also ensure that documentation and processes which support the role are kept up to date and relevant to the business being undertaken.
RESPONSIBILITIES
Service Management
- Build relationships with the customers who require settlements processed and adhere to SLAs which state a 48 hrs turnaround of such requests. Any breaches to be flagged to the Head of Commercial for reporting purposes.
- Ensure that for matured deals a monthly list is produced, and deals are processed prior to month-end.
- Process deals which require rescheduling as and when requested by the business / our customers, in line with the credit acceptance obtained.
- Manage DD lines for closing where bad debt cases are identified. NBVs for vehicles which are in default should be provided with the vehicles settled off once the payment is received. Finally arranging refunds of rentals owed back to contract hire companies once the vehicles are settled.
Reporting
- Work with the sales team to measure, monitor and analyse the processes for which the in-life Customer Relationship Specialist is responsible.
- Update any process map / procedures as the role and processes change.
- Guide continuous improvement efforts for the services to the business
Risk & Compliance
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- Good interpersonal, relationship management, diplomacy and negotiation skills
- Strong customer service and people management skills
- Experience and ability to deal with ambiguity, complexity and manage conflict
- The ability to effectively communicate technical and business concepts and ideas
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Experience gained within a Commercial banking experience
- Understanding of core finance products HP/ Lease / PCH / ECOS etc
- Degree in a numerate or business subject, or an equivalent qualification
- On the job learning from various bank orientated bodies e.g. FLA etc.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please 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 3,000 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:
To find out more about life at Close Brothers:
To find out more about our benefits:
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
