Telephone Business Development Manager

at  Chetwood Bank

ABOUT CHETWOOD BANK:

We’ve been challenging the way financial services firms should operate ever since our launch back in 2016. From day one, we’ve been focused on helping customers underserved by the mainstream banks, creating highly targeted products to meet their specific needs. Today, we focus on mortgage and savings products. We understand real people and their real lives, and our simple, clear approach is designed to help customers make sense of their money. We work hard to make sure customers get the quick and helpful support they need in the moments that matter, when they matter. We’re a secure, stable, and well-funded bank backed by a large investor. We generate funding using retail deposits through our savings brand, SmartSave.

ESSENTIAL SKILLS & EXPERIENCE:

• Hands on experience of modern data platform architectures
• Excellent experience working with AWS, including Lambda, S3, LakeFormation, Glue, Step Functions, Athena, EventBridge, SNS, SQS, DynamoDB and the IAM policies that support them all
• Highly proficient in developing with Python
• Good experience of building CI/CD pipelines, especially via GitHub actions
• Experience working with Infrastructure as Code, ideally with Terraform
• Understanding of how to architect resilient, highly available and efficient data pipelines
• Experience with serverless architecture, design patterns, and best practices
• Good communication skills - you are able to communicate with engineering teams and other stakeholders so that they understand and buy in to your proposals
• Problem solving - you enjoy the challenge of solving complex engineering problems and designing & implementing large scale systems (and the challenges this can entail)
• Automation & efficiency - you look for ways to increase productivity and flow by removing manual work from both engineering teams and the solutions that the teams build.
• Quality mindset - you care about building high quality systems and have experience of building a quality culture in teams
• Care - you understand that people are the heart of our engineering team and enjoy coaching / mentoring others to help them grow and develop their skills and progress their careers

DESIRABLE SKILLS & EXPERIENCE:

• 12m previous experience in a mortgage related sales or account management role is essential
• Intermediate level skills in Microsoft Word and Excel are essential
• Intermediate knowledge of the mortgage market (products and regulation) is essential
• Intermediate knowledge of mortgage distribution routes is desirable

ROLE PURPOSE:

Working closely with the field based Business Development Managers, the office-based Telephone Business Development team will individually take responsibility for a regional target alongside the BDM for that territory.
They will ensure that maximum contact with new and accredited brokers and distributors takes place with a view to brokers submitting mortgage applications leading to successful completions. This will be in accordance with an annual sales plan to be agreed with the Head of Mortgage Distribution.
They will be expected to drive market awareness and volumes of business and to play their part in ensuring that quality and profitability metrics meet company requirements.

KEY RESPONSIBILITIES:

• Deliver agreed mortgage loan completion and associated activity targets in accordance with pre-determined Key Performance Indicators and through provision of telephone support to broker partners
• Utilise account development strategies to grow & develop partner relationships and create opportunities to deliver incremental, quality mortgage business
• Identifies new business opportunities to ensure territory size is adequate to fulfil the banks’ lending requirements and continued growth is maintained as the business grows and matures
• Demonstrate full understanding of the brands product suite and sales process through successful completion of the induction programme and on-going training
• Establish and maintain effective communication and relationships with all internal management, stakeholders and departments
• Clear demonstration of adherence to due diligence with brokers both at initial stages and on an ongoing basis in line with documented procedures
• Ensure that all communications with intermediaries are professional and that they address any identified training that is required and deemed necessary to ensure compliance and due diligence being maintained
• Ensures all communication to territory partners and intermediaries are delivered in a timely manner and that any relevant messages are embedded within key account contacts
• Promote and develop awareness of products and proposition in our chosen markets to channel partners through attendance at events, meetings and roadshows
• Contributes to product development by sharing ideas in order to generate new business through communications with line management and other key stakeholders e.g. Mortgage Product Manager
• Provide feedback to Line Manager and relevant colleagues on any service issues that intermediaries raise, ensuring our service proposition is appropriately maintained
• Deals effectively with queries and complaints in accordance with Bank guidelines and standards of service.
• Maintain the company’s compliance standards and own compliance training

We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies. Chetwood Financial Ltd does not accept speculative or unsolicited CVs from Recruitment Agencies.

• Any unsolicited CVs received will be treated as the property of Chetwood Bank and Terms & Conditions associated with the use of such CVs will be considered null and void