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 Finance Channels Islands team where you will work within our Customer Support and Sales team, providing customer services taking incoming calls and assisting with front of house to the Guernsey office. Working as part of our team our ideal team member will have previous experience in a customer focused environment with enthusiasm and a commitment to learn.

RESPONSIBILITIES

• Processing of customer proposals and recommending them in line with company policies and procedures
• Liaising with motor dealers/brokers regarding the outcome / decisions of a proposal that has been submitted for underwriting.
• Processing documents received that need to be paid out
• Adhering to requirements of new dealer procedures along with certain database checks for items that may occur when underwriting
• Operation of our proposal system with clear notes and rational that is to our company standard and audit process and within company and Group policies.
• Assisting with the collection of fees that have accrued on customer accounts
• Dealing with customer complaints and general queries

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent customer service skills
• Previous experience in a customer focused environment
• 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:

• Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering,
• Previous experience in a lending and/or underwriting position

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 recruit.ssc@closebrothers.com or request a call back.

ABOUT US

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-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:
https://www.closebrothers.com/inclusion