Sales Support (Fintech)

TL;DR

Sales Support (Fintech): Managing 1st line customer service and case management for Asset Finance customers with an accent on relationship building with brokers and process optimization. Focus on resolving complex complaints, handling KYC referrals, and ensuring high customer satisfaction KPIs.

Location: Hybrid (Milton Keynes Office)

Company

A fast-growing UK Fintech firm focused on serving established SMEs that are underserved by traditional banks.

What you will do

• Manage Asset Finance cases from inception through to maturity and all in-life servicing.
• Build and maintain strong engagement with Brokers and other associated parties.
• Proactively identify areas for process improvement to better serve customers.
• Support other teams where customer communication or engagement is required.
• Represent the Bank's values in all interactions with customers.

Requirements

• Strong customer service experience in customer-facing or telephone service roles.
• Experience using core banking systems and social media for professional interaction.
• Proven experience in managing complex complaints through to resolution.
• Proficiency in core banking processes including account opening, payments, and KYC case referrals.
• Knowledge of financial services rules and guidelines.
• Location: Must be able to work in a hybrid capacity from the Milton Keynes office.

Culture & Benefits

• Commitment to flexible and hybrid working arrangements.
• Full onboarding support and continuous professional development opportunities.
• Private health cover and life assurance.
• Pension contributions and a discretionary bonus scheme.
• Family-friendly policies including enhanced Maternity & Paternity leave.
• Regular social activities and a diverse, inclusive work environment.