New Business Deal Exec

Job Ref: 152839
Sector: Customer Service
Date Added: 13 February 2018
  • Staines , Middlesex, England
  • £23,000 - £24,000 per Annum
  • Tate
  • 01895 257931

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New Business Deal Management Executive To be the first and automatic choice of partner in our chosen sales channels. Be recognised as experts, leading the market with our knowledge and ease of service, breathing the FCA principles To be a rewarding place to work, creating a distinct identity PURPOSE:1. To support your customers and introducers, and to contribute to an excellent working environment by constantly demonstrating the behaviours defined within our values.2. To provide and deliver a market leading service to both internal and external customers including Introducers, end users and third parties.3. Handle all queries within defined SLAs whilst focusing on quality and exceeding the expectations of our customers. KEY STAKEHOLDERS:It is expected that in discharging the accountabilities described below the post holder will consult with and gain the support of the key stakeholders, in particular:· Team Leaders· Senior Operations Manager· Head of OperationsIn carrying out the responsibilities of the role, the post holder will work with (or have significant contact with):· Own team· Other Departments· Sales· Introducers, Suppliers and end user CustomersKEY ACCOUNTABILITIES · Provide full sales and administrative support to customers, introducers, suppliers and colleagues.· Displaying a flexible and pro-active attitude to work depending on the scenario.· Checking and preparing transactions for pay out. Ensuring that all necessary documentation is present and correct, in line with credit approval; thus ensuring risk to the business is minimalised and controlled.· Ensure that all new business entered into between our customers is correctly and fully documented and all relevant data is then accurately processed onto systems.· Taking responsibility and ownership of each pay out to ensure SLAs are met and any issues which may result in a delayed pay out are communicated to the relevant parties (Broker Support and Sales)· Close and regular liaison with colleagues in the Operations and Credit teams and other staff in the Staines office. · Build and maintain good working relationships with internal and external customers.· Cross training provided so that you can provide cover for other areas of Operations during periods of absence & promote our one team ethos.· Promote company values and ensure responsive resolution to problems that impact on service.· At times overseeing the appropriate mailboxes and responding within agreed SLAs.· Handle all queries within defined SLAs whilst focusing on quality and exceeding the expectations of our customers.· Identify process inefficiencies & recommending improvements to enhance the departments effectiveness and reputation.· Treating Customers Fairly (TCF) -Ensure the customers experience is considered at the centre of our serviceOperational Accountabilities· To undertake any other duties as specified from time to time in accordance with requirements.· Ensure compliance with all relevant legislation and specifically that which relates to Data Protection, Money Laundering and Treating the Customer Fairly (TCF) and attend update training as may be required from time to time.· Carrying out and be fully aware of actions as are required to meet the requirements of the Corporate Governance framework including attendance at any relevant management and committee meetings.· Operate within defined policies, processes and controls and delegated authorities.PERSON SPECIFICATIONEssential Desirable Strong written and verbal communication skills Experience with communicating at all level both internally and externally Experience of working in a targeted environment with tight deadlines Experience in managing own work load and working collaboratively with others to achieve business objectives Enjoys customer contact and resolves queries in a calm and professional manner.1 year plus experience in a similar role an advantage Ability to handle high volumes, without comprising on accuracy or quality Data input/ entry experience Strong interpersonal skills & and exceptional relationship building skills across teams Experience of working within a financial service environment an advantage Good level of numeracy and literacy Experience of DPA, CCA, OFT, DPA, TCF, SOX Minimum of 6 months experience working in a Service lead environment Basic Understanding of financial Services Basic working knowledge of MS Office Excellent attention to detail with strong analytical skills Ability to handle high volumes without comprising on accuracy or quality

Tate is acting as an Employment Agency in relation to this vacancy.