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 the Close Brothers Retail Team where you will be responsible for building and sustaining relationships with our broker accounts. Working as part of the Retail team our ideal team member will have previous experience in being responsible for sales and sales support functions, ensuring the business taken on is within the set parameters with excellent customer service skills. RESPONSIBILITIES Carry out duties to the company standard policy and procedures General sales / relationship management administration duties Management APEX Territory Portfolio system Utilise all business systems to required standards Complete new broker set-up process Support the Broker Relationship Manager to onboard collaboratively Work in collaboration with the Broker Relationship Managers to review underwriting challenges / declines Liaise with operations to ensure timely pay-out of new business Act as a primary contact and liaison for all assigned relationships Support operations in management of sales related work flow Manage dealer partnership management information requests WE WOULD LOVE TO HEAR FROM YOU IF HAVE/ARE: A strong communicator, with excellent negotiation and influencing skills. Previous experience in a customer focused environment 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 IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Proven Broker Account business development capability at an appropriate level Previous experience of working in business to business sales environment Demonstrable experience of a structured sales process Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act 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 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. 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 LI-TM1 LI-HYBRID