Account Manager

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont 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 Commercial Team where you will support the direct sales teams local to your regional sales hub throughout the customer onboarding journey liaising with new and existing customers to drive new business manage or support the submission of proposals to underwriting performing initial due diligence activities requesting timely support from the operations function to support customer sign-up and facility activation.

Working as part of the Asset Finance teamour ideal team member will have previous experience in customer service andrelationship management with excellent communication skills both written and verbal.

RESPONSIBILITIES

• Liaise with Credit and Operations functions plus customers brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
• Act as a brand ambassador promoting our companys values and maintaining a positive brand image at all times.
• Create or support the construction of inbound proposals and perform any initial due diligence activities required
• Engage with Customers Brokers and Suppliers via telephone and email providing outstanding support to address proposal related enquiries and to resolve issues
• Understand the team business strategy vision/mission and personal contribution to it.
• Develop and maintain relationships with existing customers via telephone emails and on occasion face to face meetings.
• Understand and comply with standard operating procedures to meet the Groups Conduct Risk policies and the expectations of our regulators

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• The ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
• Proven experience in customer service relationship management or a related role.
• Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
• A strong attention to detail.
• Numerate and analytical ability.

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

• Familiarity with CRM software and other customer support tools
• Good knowledge of Microsoft products
• Previous knowledge of the Financial Services industry and in a similar customer facing role.

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format or any other adjustments are encouraged to 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 3000 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: find out more about life at Close Brothers:
find out more about our benefits:
find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion Close Brothers Group

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Close Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.

Our specialist lending and deposit solutions include:

• Commercial: Offers specialist and predominantly secured lending principally to the SME market.
• Retail : Provides intermediated finance through motor dealers motor finance brokers and insurance brokers and savings products for individuals and corporates.
• Property: Offers residential development finance to established UK property developers funding for commercial properties and bridging and refurbishment loans.

At Close Brothers we are here to help people and businesses thrive over the long term.

Through our deep sector knowledge and expertise focus on delivering excellent and specialist service and strength of established relationships we support our customers through the cycle. Our values of deep expertise consistent service and long-term relationships embody our distinctive culture and customer-centric approach.

We also recognise our responsibility to help address the social economic and environmental challenges facing our businesses employees and customers now and into the future.