OVERALL SUMMARY 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 Motor Finance 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. Working as part of the Operations team our ideal team member will have previous experience in customer service and relationship management with excellent communication skills. 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, and improve dealer efficiencies. Supporting with dealer commission payments and any associated pricing queries Providing sales support on dealer oversight queries. HPI clearance, return of advance monitoring and Invoice follow up and recovery. Supporting sales colleagues on complex complaint handling, consulting with dealer partners to ensure good customer outcomes. Providing focused support for the dealer funding proposition Adhering to set sales and operations policies and procedures Working effectively within a workflow management structure Managing the dealer onboarding process at 30, 60 and 90 day stages Risk & Compliance: 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, escalating to relevant departments where necessary. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: 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 IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE/ARE: 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, 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: https://www.closebrothers.com/careers To find out more about life at Close Brothers:https://www.closebrothers.com/life-close-brothers374017299-899295541 To find out more about our benefits:https://www.closebrothers.com/employee-benefits To find out more about our commitment to creating an inclusive environment:Our Responsibility - Diversity and inclusion ¦ Close Brothers Group