Customer Relationship Specialist

**OVERALL SUMMARY**

Join the Close Brothers Wholesale Finance team where you will work closely with management, sales and the new business administration teams to support with the day to day administration and processing of new business deals for our relationship customers within Close Leasing. You may also liaise directly with customers to ensure we maximise our funding opportunities.

**RESPONSIBILITIES**
- Process all associated documentation for new business transactions on the ALFA lease management system.
- To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies.
- Checking and producing pricing reports against accepted models to ensure the correct profitability on the transaction.
- To help support the team with additional tasks as required to maintain the smooth running of the office.
- Ensure prompt and professional answering of the phone and handling of queries.
- Provide a first point of contact for customer queries ‘in life’ for the Wholesale Finance customer base.
- Appropriate scanning and filing of documents to ensure our obligations under GDPR are met.

**WE WOULD LOVE TO HEAR FROM YOU IF**:

- You possess a questioning mind in relation to both documentation and processes to help the department develop and refine.
- You have tenacity to pick up problems quickly and solve them within a structured environment.
- You have a good understanding of Excel and simple / intermediate calculations.
- You are excellent in verbal, written and interpersonal skills.
- You have experience and a willingness to work to KPIs and SLAs agreed within the team.
- You have the ability to multitask and prioritise tasks on a daily basis in a busy role.
- You are capable of adapting to different working situations when required.

**IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU**:

- Have previous knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high-performing team.

**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, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.

**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**:
LI-TW1 #LI-CBAFL #LI-hybrid

**The Company**

Founded in 1987 Close Brothers Asset Finance has grown and expanded, and now has multiple offices across the UK including our head office in Wimbledon, as well as offices in Chester, Burton, Glasgow, Sidcup and Manchester.

We remain focused on markets and services we know and understand. We have developed long-term relationships with our customers to fully understand their intricate business operations in order to support their long-term growth.

We remain committed to our traditional values of service, expertise and relationships alongside teamwork, integrity and prudence, to help the people and business of Britain thrive over the long term.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below: