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 Asset Finance (CBAF) team where will oversee a team of Account Managers across regional sales hubs. You’ll drive new business growth by supporting customer acquisition and retention, overseeing proposal submissions, ensuring robust initial due diligence, and working closely with operations to deliver a seamless customer journey from sign-up to facility activation.
As the key contact for the direct sales team, you’ll play a hands-on role in strengthening customer relationships and improving conversion. You’ll proactively manage the proposal lifecycle, ensuring timely actions, consistent service delivery, and effective collaboration across teams.
You’ll bring strong leadership and coaching capability, with experience implementing effective processes and frameworks. With excellent stakeholder-management skills, you’ll build strong relationships with stakeholders and thrive in a target-driven, commercial environment.
Please note that while we have a preference for this role to be based in Manchester, we are also open to candidates to work from Burton, Sidcup or Glasgow.
RESPONSIBILITIES
Driving High Performance within team
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Allocate workloads and monitor service levels
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Ensure all Account Management teams are working to our set standards and at the required quality
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Work proactively to achieve individual and team performance targets.
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Exchange best practices and contribute positively to team culture and collaboration
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Maintain high levels of accuracy and adopt a “right first time” approach to drive positive customer outcomes
Sales Support
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Work closely with the Direct Sales team leaders to provide exceptional service to our Customers and Brokers
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Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
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Engage with Customers, Brokers and Suppliers to provide outstanding support to address proposal related enquiries and to resolve issues
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Manage relationships to ensure services provided by the internal Credit and Operations functions are being utilised effectively by your team
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Collaborate with other departments to ensure seamless communication and problem-solving for brokers and customers
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Monitor customer satisfaction levels and implement strategies to improve overall customer experience.
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Keep accurate records of customer interactions and transactions using our internal systems.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
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Strong leadership capability – people management, coaching & development, operational execution and change management
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Excellent interpersonal skills, with the ability to communicate effectively with both customers and colleagues at all levels of seniority
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Experience with process improvements and change - building processes and KPI frameworks
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Experience in handling customer enquiries and resolving issues with a customer-centric approach
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The ability to work and thrive in a target-driven, sales environment
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Strong attention to detail and a high degree of accuracy
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Good critical thinking skills with strong numeracy and analytical ability
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
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Experience of team leadership in a Financial Services/Sales support environment
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Familiarity with CRM software and other customer support tools (such as Salesforce)
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Good knowledge of Microsoft products
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Previous knowledge of the Financial Services industry and in a similar customer facing role.
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at [email protected] 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 and is a constituent of the FTSE 250.
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-brothers#374017299-899295541
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-JN1 #LI-Hybrid #LI-JN1
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
