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- Tasks: Support dealer partners with account management and operational queries while building strong relationships.
- Company: Join Close Brothers, a leading UK merchant banking group with a focus on inclusivity and diversity.
- Benefits: Enjoy flexible work options and a hybrid working environment to balance your life and career.
- Why this job: Be part of a dynamic team that values collaboration and offers opportunities for personal growth.
- Qualifications: Excellent customer service skills and experience in a structured process are essential; CRM knowledge is a plus.
- Other info: We celebrate diversity and are committed to making our recruitment process accessible for everyone.
The predicted salary is between 28800 - 43200 £ per year.
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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 Close Brothers Partner Support Executive Team where you will be responsible for providing transactional account management support and guidance to our dealer partners at every stage of their journey to build sustainable long lasting relationships.
The Partner Support Executive is key to ensuring an efficient overall performance from the operational hub, ensuring service levels are maintained across the operational estate within CBMF (Close Brothers Motor Finance) and close collaboration with sales leadership and account management teams. The Partner Support Executive position sits between sales and operations teams and provides transactional support to the Account Managers with account and proposal queries, data analysis and insights, evolving dealer partner needs and focused dealer funding support.
RESPONSIBILITIES
- Proactively supporting our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone)
- Proactively engaging with the sales account management team to optimise the dealer partner experience and commercial performance
- Professionally responding to dealer calls and maintaining strong relationships
- Utilising Salesforce.com (CRM) to enrich dealer partner data to support sales activities
- Supporting with dealer commission payments and any associated pricing queries
- Providing focused support for the dealer funding proposition
- 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.
- Proactively record any Bwise incidents and Anti Money Laundering failings
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- Excellent customer service and relationship management skills
- Previous experience in a customer focused environment with professional communication skills
- Demonstrable experience of working within a structured process
- Excellent IT Skills (MS Word, Excel and Outlook)
- The ability to work well as part of a team
- Excellent organisation skills and the ability to self-manage priorities
- Excellent analytical skills and the ability to effectively analyse data and provide insights
- Strong attention to detail skills
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive or Consumer Credit Act
- Experience of using a CRM and/or Salesforce.com
- Previous experience or understanding of working within a sales process.
- Previous experience or knowledge of credit risk assessment and retail pricing models
- A sound understanding of the wider Motor Finance market
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
For roles offering hybrid working: 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.
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Partner Support Executive employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Support Executive
✨Tip Number 1
Familiarise yourself with Salesforce.com, as it's a key tool for the Partner Support Executive role. Understanding how to navigate and utilise this CRM effectively will not only help you in your day-to-day tasks but also demonstrate your readiness for the position.
✨Tip Number 2
Brush up on your customer service skills, particularly in handling transactional queries. Practising scenarios where you respond to dealer partners' needs can give you an edge in showcasing your ability to maintain strong relationships.
✨Tip Number 3
Gain a solid understanding of compliance regulations relevant to the finance sector, such as Anti Money Laundering and Consumer Credit regulations. This knowledge will be crucial in ensuring that you adhere to governance requirements in your role.
✨Tip Number 4
Network with professionals in the motor finance industry to gain insights into current trends and challenges. This can help you understand dealer partner needs better and prepare you for engaging discussions during the interview process.
We think you need these skills to ace Partner Support Executive
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and skills required for the Partner Support Executive position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous customer service experience and any relevant skills such as relationship management, data analysis, and proficiency in CRM systems like Salesforce.com.
Showcase Your Skills: Make sure to include specific examples that demonstrate your excellent communication, organisational, and analytical skills. Use metrics or outcomes where possible to illustrate your impact in previous roles.
Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention why you are particularly interested in working at Close Brothers and how you can contribute to their team.
How to prepare for a job interview at Close Brothers Group
✨Showcase Your Customer Service Skills
As a Partner Support Executive, you'll need excellent customer service skills. Prepare examples from your past experiences where you successfully managed customer relationships or resolved issues effectively.
✨Familiarise Yourself with Salesforce.com
Since the role involves using Salesforce.com for managing dealer partner data, it’s beneficial to brush up on your CRM skills. If you have experience with Salesforce, be ready to discuss how you've used it in previous roles.
✨Understand Compliance and Regulatory Requirements
Knowledge of compliance regulations is a plus for this position. Research the relevant regulations such as Anti Money Laundering and the Consumer Credit Act, and be prepared to discuss their importance in the finance sector.
✨Demonstrate Analytical Skills
The role requires strong analytical abilities. Think of instances where you've analysed data to provide insights or improve processes, and be ready to share these examples during your interview.
