Grow with UTB

Role Purpose: 

To develop and introduce Bridging loans to the Bank from existing and new broker accounts. Principally this is done via regular visits, telephone, and online interaction with introducers in an allocated region.

Responsibilities: 

Business Development

• Work closely with the HOS to support the management and growth of the overall region.
• Plan and maintain a strategic diary of appointments to develop credible and trust-based relationships with introducer base.
• Actively seek and grow new sources of business from inbound enquiry, requests for United Trust Bank broker registration, existing contracts, industry journals and elsewhere.
• Maximise bridging sales from introducer base by building relationships, identifying competitive advantage and other opportunities such as product innovation.
• Analysis of Property business levels to identify opportunities and manage any decreasing business from introducers.
• Work to and achieve agreed sales targets and additional KPI’s on a quarterly and annual basis.
• Attendance at exhibitions, workshops, seminars and other opportunities as required.

Knowledge 

• Develop and maintain a detailed understanding of UTB’s Property products and service.
• Develop and maintain a detailed understanding of Property competitors and UTB’s competitive advantages.

Account Management 

• Maintain high levels of customer service and exceed expectations wherever possible.
• Ensure that introducers are serviced efficiently with any problems resolved swiftly.

Reporting 

• Record all contacts and details of meetings on the Bank’s CRM system.
• Presentation of sales figures and achievements through Bank’s MI data.

General 

• Any matters required to be done to assist in the achievement of the Bank’s budget and business development plans

Skills and Experience Sought:

• Bridging & Property BDM background preferred, however will consider other BDM backgrounds within the financial services sector such as Buy to Lets and Commercial. Experience can be from an internal or external previous role.
• Ability to communicate on different levels, both verbally and in writing.
• A good team player, willingness to help their team to achieve its goals.
• Commitment to high level of customer service.
• Strong use of MI and CRM systems.
• Professional communications skills, able to communicate with businesses and colleagues by telephone, email and face to face.
• Strong understanding of the regulatory environment.
• Liaising with Introducers and/or external customers.
• Highly motivated individual, committed to providing outstanding service to customers and clients.

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 Bonus package
• 26 Days Holiday
• 2 Wellbeing Days
• Contributory Pension
• Life Insurance / Income Protection / Critical Illness cover
• Private Medical Insurance
• Season Ticket Loans
• Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

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

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