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- Tasks: Support customers and sales teams by managing finance applications and providing real-time updates.
- Company: Close Brothers values diversity and inclusivity, offering flexible work options for a balanced life.
- Benefits: Enjoy a supportive work environment with opportunities for growth and flexibility.
- Why this job: Join a dynamic team where your communication skills and initiative can shine while making a real impact.
- Qualifications: Strong communication skills, proactive mindset, and analytical ability are key; experience in finance is a plus.
- Other info: Open to applicants from all backgrounds; don't hesitate to apply even if you don't meet every requirement.
The predicted salary is between 28800 - 43200 £ per year.
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 Asset Finance & Leasing (CBAFL) team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team.
The role includes all activities involved in the processing and management of finance applications and agreements, ensuring we deliver an efficient and effective service to internal and external customers.
RESPONSIBILITIES
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Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required.
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Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets.
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Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and CBAFL are in full compliance with current legislation and credit approvals.
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Load all types of finance agreements to ALFA system, with a full understanding of how each agreement and product works.
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Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.
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Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
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Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s.
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Address Customer complaints in accordance with policy.
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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.
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You’re an open and effective communicator, able to build strong working relationships with peers and customers.
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You’re able to work independently as well as part of a team.
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You’ll have a proactive mindset and strong initiative.
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You are highly numerate with analytical ability.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
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Are good with Microsoft Products.
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Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
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Have previous experience in an administrative role.
Customer Relationship Specialist employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Specialist
✨Tip Number 1
Familiarize yourself with the finance application process and the specific systems used, like ALFA. Understanding these tools will help you demonstrate your ability to hit the ground running.
✨Tip Number 2
Showcase your communication skills by preparing examples of how you've effectively managed customer relationships in the past. This will highlight your ability to build strong working relationships.
✨Tip Number 3
Research Close Brothers and their approach to diversity and inclusivity. Being able to discuss how you align with their values can set you apart during the interview.
✨Tip Number 4
Prepare to discuss your analytical skills and how you've used them in previous roles. Being highly numerate is a key requirement, so be ready to provide specific examples.
We think you need these skills to ace Customer Relationship Specialist
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Customer Relationship Specialist position. Make sure you understand the responsibilities and requirements, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in customer service or administrative roles, especially within the financial services industry. Use specific examples to demonstrate how you've successfully met customer needs in the past.
Showcase Your Skills: Make sure to highlight your communication skills, ability to work independently and as part of a team, and your proactive mindset. Mention any familiarity with Microsoft Products or experience with finance applications, as these are beneficial for the role.
Craft a Strong Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Discuss how your background aligns with Close Brothers' values of diversity and inclusivity, and express your willingness to contribute to their team.
How to prepare for a job interview at Close Brothers Group
✨Show Your Customer-Centric Mindset
Make sure to highlight your ability to understand and meet customer needs. Share specific examples from your past experiences where you went above and beyond to provide excellent service.
✨Demonstrate Your Communication Skills
Since the role requires effective communication, practice articulating your thoughts clearly. Be prepared to discuss how you've built strong relationships with customers or colleagues in previous roles.
✨Familiarize Yourself with Compliance and Governance
Research the importance of compliance in the financial services industry. Be ready to discuss how you ensure adherence to policies and procedures in your work.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills. Think of scenarios where you had to handle customer complaints or process complex requests, and be ready to explain your approach.
