Customer Relationship Specialist – Materials Handling

Job title:

Customer Relationship Specialist – Materials Handling

Company

Close Brothers Group

Job description

OVERALL SUMMARYAt 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 Leasing Team where you will be supporting the day to day administration and processing of new business, specifically targeting the materials handling dealers and end users. Our ideal team member will have previous experience in collating and reviewing finance documentation with excellent problem solving skills.RESPONSIBILITIES

• Process all associated documentation for new business transactions on the ALFA lease management system.
• To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies.
• Checking and producing pricing reports against accepted models to ensure the correct profitability on the transaction.
• To help support the team with additional tasks as required to maintain the smooth running of the office.
• Ensure prompt and professional answering of the phone and handling of queries.
• Provide a first point of contact for customer queries ‘in life’ for the Materials Handling customer base.
• Appropriate scanning and filing of documents to ensure our obligations under GDPR are met.

WE WOULD LOVE TO HEAR FROM YOU IF:

• You should possess a questioning mind in relation to both documentation and processes to help the department develop and refine.
• You demonstrate tenacity to pick up problems quickly and solve them within a structured environment.
• You have strong understanding of Excel and simple / intermediate calculations.
• You have excellent verbal, written and interpersonal skills.
• You have experience and a willingness to work to KPIs and SLAs agreed within the team.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Previous knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high performance team.

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 USFor 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:To find out more about life at Close Brothers:To find out more about our benefits:To find out more about our commitment to creating an inclusive environment:#LI-TW1 #LI-Hybrid #LI-CBAFLFounded in 1987 Close Brothers Asset Finance has grown and expanded, and now has multiple offices across the UK including our head office in Wimbledon, as well as offices in Chester, Burton, Glasgow, Sidcup and Manchester.We remain focused on markets and services we know and understand. We have developed long-term relationships with our customers to fully understand their intricate business operations in order to support their long-term growth.We remain committed to our traditional values of service, expertise and relationships alongside teamwork, integrity and prudence, to help the people and business of Britain thrive over the long term.

Expected salary

Location

Manchester

Job date

Sun, 06 Oct 2024 05:00:30 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobs-near-me.eu) you saw this job posting.