Close Brothers Group
Job title:
Customer Relationship Specialist
Company
Close Brothers Group
Job description
OVERALL SUMMARYAt 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 Asset Finance team where you will provide an effective service to our customers. Understanding their needs and requirements, along with processing and managing finance applications and agreements throughout the full lifecycle. Our ideal team member will have previous experience handling financial applications and present excellent interpersonal skills with both internal and external customers.RESPONSIBILITIES
- Work closely with customers and the Sales team to ensure a smooth onboarding and agreement set up processes, focussing on providing an efficient and effective service to customers.
- Check and collate customer documentation and associated paperwork in timely manner to ensure customer needs are met and that we are in full compliance with current legislation and credit approvals.
- Process deposits and initial payments on ALFA system
- Preparing accurate payments to suppliers, brokers and customers.
- Issue welcome packs to all customers within agreed timescales and include relevant documents
- Support the sales team by speaking to Customers and internal stakeholders to progress with new business transactions.
- Assisting with customer calls, which may include a phone divert when sales are unavailable or on annual leave.
- Receive enquiries by email or telephone, addressing these in effectively and in a timely manner
- Address customer complaints in accordance with policy and respond both promptly and accurately to general sales requests or queries.
WE WOULD LOVE TO HEAR FROM YOU IF YOU:
- Have experience of working proactively and taking initiative.
- Are highly numerate and analytical.
- Have strong interpersonal skills, the ability to develop and maintain relationships both internally and externally
- Have experience providing great customer support
- Have Excellent communication skills
- Are highly organised
- Possess effective problem solving skills
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Have previous knowledge and experience within a Financial services industry and in a similar operational or customer facing role.
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 USClose 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 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:#LI-TW1 #LI-Onsite #LI-CBAFLFounded 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.
Expected salary
Location
Burton upon Trent, Staffordshire
Job date
Tue, 24 Dec 2024 05:01:05 GMT
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