Grow with UTB

This is a hybrid role – 3 days in the office (City of London location) and 2 days working from home.

Role Purpose: 

To profitably develop and grow United Trust Bank’s broker channel by aiding external Sales and the relationship management of allocated accounts.

Responsibilities:

• To profitably develop and grow United Trust Bank’s broker channel by aiding external Sales and the relationship management of allocated accounts
• Provision of telephone based sales support to BDM’s and specified, strategic brokers
• Work alongside external BDMs on the growth and account plans on specified, strategic brokers
• To manage and develop assigned broker relationships proactively by telephone, developing incremental business opportunities in line with agreed business strike zones and credit policies
• Achieve agreed sales targets in terms of volume and blended yield
• Attend external broker face to face meetings as and when required
• Promote and train broker on UTB proposition and service to maximise our business share
• Monitor proposal quality and conversion rates taking appropriate action if these are not being met
• Assistance with the production of quotations and credit papers
• Enhance any credit proposal that is deemed worthy of an appeal and to represent the proposal in a professional manner
• Build a strong profile on LinkedIn, grow your network, and Promote UTB AF through this channel
• Timely completion of annual reviews for all brokers allocated

Skills and Experience sought:

• Asset Finance industry experience in a broker/customer facing role
• An excellent knowledge of Asset Finance products, e.g. Hire Purchase and Finance Lease
• Ability to analyse financial information at a basic level and to be able to use data to support a credit application preferred but not mandatory
• Driving license
• A confident, ambitious and stand out character with the ability to build relationships over the phone or in person
• Excellent communication skills both verbal and written
• An organised self-starter encompassing a sales mentality with conviction to proactively canvass for incremental business
• Must demonstrate empathy and an ability to work within a team environment
• A ‘can do’ positive attitude
• Passionate about customer service, UTB and our offering

UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

• competitive salary and discretionary bonus scheme
• matched pension contributions up to 7%
• 26 days annual leave plus two wellbeing days and opportunity to purchase additional holiday
• flexible and hybrid working
• private medical insurance via Vitality
• life, income protection and critical illness insurance
• enhanced family leave pay
• extensive learning and personal development opportunities
• electric car scheme and cycle to work scheme
• season ticket loan
• wellbeing support – discounted gym membership, employee assistance programme, 24/7 private GP access for staff and their immediate family (online), 1:1 key life stage coaching

Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

Click here to apply >