At a Glance
- Tasks: Support customers by making calls and scheduling appointments for our sales team.
- Company: Join Together Money, a leading mortgage provider with over 50 years of experience.
- Benefits: Starting salary of £26,500, with OTE at £35,000 and generous holiday perks.
- Other info: Diverse and inclusive workplace with opportunities for career progression.
- Why this job: Make a real difference in customers' lives while building a rewarding career.
- Qualifications: Strong communication skills and a desire to learn about mortgages.
The predicted salary is between 26500 - 35000 £ per year.
Salary starting at £26,500 with OTE at £35,000. Based on site in Cheadle – Monday to Friday.
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Free access to company holiday homes
- Buy & sell holidays
- Discretionary annual bonus plus an additional Shared Reward Bonus
- Matched pension contribution
- Health cash plan plus Private medical insurance
- Life assurance and Critical illness cover
- Travel season ticket loans and Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans. We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 750 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.
As a Customer Relationship Manager at Together Money, you will work as part of our fantastic Direct Sales team supporting customers. You will be taking inbound calls from potential customers, establish what the Customer requires and then make appointments for the Business Development Managers & Mortgage Advisors to support the Customers further. You will also make proactive outbound calls to existing customers who may be coming to the end of their mortgage term or looking to refinance etc with the view to getting repeat business. This role is focused on providing an exceptional customer experience and supporting the sales team to deliver against our lending goals. We want you to have a long career with us. We promote from this team and you will have the opportunity to go down multiple career avenues, one of which includes gaining qualifications in Mortgage Advice Practice (CeMAP).
Responsibilities:
- Make ‘warm’ outbound calls to existing customers to fact find about additional lending we may be able to offer them
- Take inbound calls from new customers and make appointments with the most suitable Business Development Manager or Mortgage Advisor
- Have an appetite to learn about Together’s products and underwriting criteria (you would be given full training) so you are able qualify a customer’s suitability for a loan with Together
- Consistently provide a high level of service to all customers, to maximise the potential from each call and help customers achieve the best outcome
- Ensure all policies and procedures are adhered to with all contacts so that regulatory requirements are met
Qualifications:
- Ideally experience of generating new Sales leads and creating sales appointments
- Strong interpersonal and communication skills
- We can provide a career; Ideal candidates will want to progress and develop the skills that we can give you.
- Full use of Microsoft suite of products
Note: shifts alternate between 9 am – 5:30 pm and 10:30 am – 7 pm.
If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role. Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you feel you’d benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.
Recruitment Process:
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Customer Relationship Manager in Cheadle employer: Together - Loans, Mortgages & Finance
At Together Money, we pride ourselves on being an exceptional employer, offering a supportive work culture in Cheadle that prioritises employee growth and well-being. With competitive salaries, generous holiday allowances, and unique benefits like free access to company holiday homes and local discounts, we ensure our team feels valued and motivated. Join us as a Customer Relationship Manager and take advantage of our commitment to your professional development, including opportunities for qualifications in Mortgage Advice Practice.
Contact Details:
Together - Loans, Mortgages & Finance Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Manager in Cheadle
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Together - Loans, Mortgages & Finance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Relationship Manager in Cheadle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Together - Loans, Mortgages & Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Together - Loans, Mortgages & Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Together - Loans, Mortgages & Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Together - Loans, Mortgages & Finance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Together - Loans, Mortgages & Finance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Together - Loans, Mortgages & Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
