Intermediary Telephone Business Development Manager
Home/Manchester
CR1
Want to change the world? A career that makes a difference
We’re not a bank that follows the crowd. Instead, we like to stand out for all the right reasons. Our bank is built on co-operative values that stand strong today. A lot has happened in 150 years, we don’t just help people with their money, but help people fight for justice and the causes they care about. Our unique customer-led Ethical Policy, has made us a natural leader in environmental and social issues today, and we’re market leaders in ESG as rated by leading ESG ratings agency Sustainalytics*.
There has never been a more pressing time for our Bank to focus our efforts on causes that matter to our customers and colleagues. Why not see where you can make a change, and join the UK’s original ethical bank to continue our ambitions to lead the industry on environmental and social issues in 2024 and beyond.
The Role:
As an Intermediary Account Manager you will be responsible for managing the intermediary relationships from a defined broker panel in conjunction with your field based Business Development Manager within a defined geographical area. You will work to a business plan within your region to achieve all KPI’s using telephone and email as the main forms of communication with your relationships whilst ensuring that key business commercial, customer satisfaction and quality measures are met. Reporting directly to the manager of the Telephone Business Development team manager. This role is home based.
Key accountabilities
- Has an understanding of the mortgage market.
- Demonstrates excellent relationship skills and can hold conversations with brokers to drive incremental business to enhance existing relationships with brokers in the allocated region
- Provides factual information in a clear and concise manner in a style appropriate to the audience.
- Demonstrates a willingness to develop their skills with regards to relationship management and driving improvements in service requirements.
- Works well within a team environment supporting the Business Development Manager in the region
- A team player that shares best practice with colleagues helping drive overall performance.
- Provides accurate information leading to improved quality of intermediary mortgage submissions from assigned customers
- Ensures the achievement of personal services standards
- Ensure that all agreed processes and procedures are adhered to at all times.
- Demonstrates an excellent understanding of regulation and the requirements of both the intermediary and the bank
Conduct Risk
- To ensure all interactions with customers are delivered in line with defined processes and procedures
- To provide supervisory oversight that customer needs are delivered with positive customer outcomes and can be evidenced as such
- To escalate any matter which appears unusual or inappropriate. To initiate the risk event process when appropriate.
- To satisfactorily complete all risk training, including mandatory training, necessary for the role. To ensure colleagues in the team are competent for the role.
- To have an awareness of the key risks and issues effecting the function and an understanding of those effecting your team
Technical capabilities
- Experience in using CRM system
Knowledge, skills and experience required
Essential
- Proven communication skills, both written and verbal
- A track record of delivering against commercial and customer outcomes
- Demonstrates a willingness to develop/learn new skills
Desirable
- Currently working with residential mortgages
- Experience dealing with mortgage intermediaries
- Use of sales-force
- Experience with 1st or 2nd charge mortgage transactions
What You Can Expect From Us:
- Flexible and home working options
- 27 days holiday rising to 30 with service, plus opportunity to buy 5 extra days
- Competitive pension with up to 10% employer contribution
- Income protection / life assurance
- Commitment from employers on continued learning & development
- Wellbeing support ‘Help@Hand’ offers mental health support, physiotherapy, GP’s for both you and your family.
- 2 paid days for volunteering per year
- ‘MyReward’ corporate discount for over 800 retailers and Cycle to Work Scheme.
- Family friendly policies and supportive working environment
- Colleague network groups committed to inclusion and diversity within our Bank.
We can only consider candidates with the right to work in the UK at this time.
Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We welcome applications from talented individuals from all backgrounds and lifestyles who can work with us in maintaining a culture of belonging, where people are valued and respected.
If your application is selected for recruitment, we will ask if you require any reasonable adjustments in order to proceed to an interview with us. If you require more information or this document in a different format, please contact careers@co-operativebank.co.uk
As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.
*Rated by Morningstar Sustainalytics in the Regional Banks sub-industry with a score of 8.5 as of 9 October 2023.