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Account Manager

Posted 22 January by WB Employment Easy Apply Ended

Our client is part of one of the largest European banks. They have almost 40 years' experience in the UK as a leading provider of tax efficient financial solutions for thousands of different businesses across a number of market sectors - from small/medium-sized enterprises and large multinational companies, to public sector organisations and local authorities.

Working in a fantastic, vibrant and friendly atmosphere they have an extremely low turnover of staff, talent is continually spotted and developed. If you are looking for advancement opportunities it is worth applying for this vacancy. Candidates we placed a few years ago are now the managers we are recruiting for.


To provide a timely, accurate and efficient service to new and existing clients. Building and maintaining relationships and proactive management of pipeline business.


Ensure that Dealer & Broker relationships are maximised by taking the initiative on communication, which should be prompt, accurate and courteous at all times with the emphasis on keeping them informed and being proactive.
Initiate and maintain excellent relationships Dealers & Brokers, covering all aspects of the established account.

Proactively manage pipeline business and chase to successful conversion.
Develop technical skills and knowledge in line with the growth of the business.
Consistently take a proactive approach to the successful management of Dealer & Broker relationships
Take ownership of the processing of new business proposals onto the in-house database and IT tools.

Ensuring procedures, policies and guidelines are adhered to and a consistent and high quality service is provided to ensure SLA’s are met.

Complete credit searches and process credit decisions via matrix underwriting tools, in-line with published SLA’s and company procedures and guidelines.
To liaise with all relevant internal departments to remedy or clarify proposal issues.

To develop technical skills and knowledge in line with the growth of the Business

To consistently review processes and IT systems to ensure optimum service levels can be maintained.
Handle all queries professionally and efficiently, and within given time frames.
Ensure Corporate Compliance policies are adhered to at all times.

To apply please foward your CV as per below.

Required skills

  • Account Management
  • B2B
  • Customer Service
  • Finance
  • Sales

Reference: 33643451

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