Relationship Development Assistant

West Brom Building Society; West Bromwich; On-site; GBP 25,010 - 25,864; Full time

Benefits offered by this job

Development opportunities

Generous holiday allowance

Paid volunteering days

Life assurance

Private medical insurance

Electric/Hybrid Car Scheme

Access to Perkbox benefits

Job summary

A financial institution in the UK is seeking a Relationship Development Assistant to enhance broker relations and deliver high-quality service. Key responsibilities include answering queries, assisting with payments, and ensuring compliance. The ideal candidate is customer-centric, communicates clearly, and thrives under pressure. The role offers a salary between £25,010 and £25,864 after probation, along with numerous benefits including generous holiday, volunteering days, and pension contributions.

Qualifications

• Experience in a telephone-based Sales and Support Team is desirable.
• Fluent in the Society’s Lending Policy and products.
• Willingness to learn and develop new skills.

Responsibilities

• Provide exceptional service to brokers via phone and email.
• Handle queries regarding products and services.
• Assist with payments and compliance tasks.
• Support team with promotional research and escalations.

Skills

Positive attitude

Calm communication

Customer-centric

Team collaboration

Initiative

Ability to work under pressure

Education

Experience in a financial customer service environment

Experience in a lending environment

Job description

Join to apply for the Relationship Development Assistant role at West Brom Building Society

West Brom Building Society provided pay range

This range is provided by West Brom Building Society. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from West Brom Building Society

Salary: £25,010 rising to £25,864 upon successful completion of probation

Hours: 35 hours per week

Contract: Permanent

We’re made for each other

At the West Brom, we know solid futures don’t happen overnight. So, whether our customers are looking to own their first home or have savings they can rely on, we’ll do everything we can to help them build the life they want bit by bit. We’re all about customer experience, which means we do the right thing, not just the easy thing. Whatever your role, you’ll put the customer at the heart of everything you do and make a positive lifelong impression.

What you’ll be doing:

• Providing a service so good that our brokers shout about us.
• Be there when our brokers need us in a way which suits them. You’ll mostly be chatting to our brokers on the phone or by email.
• Handling queries with confidence whether it’s about our products, services, or anything else they need.
• Assisting with payments of proc fees; registering brokers; providing technical MAPS support; and reporting MI.
• Supporting the team with allocated tasks, promotional research activity, application escalations and case updates.
• Complying with MCOB/FCA/PRA regulatory governance and internal controls and procedures.
• Contributing to a specified minimum capture rate on all inbound calls, ensuring adequate call cover is provided during working hours.
• Assisting ISSTM and Senior RDA with colleague training.
• Maintaining a minimum productivity percentage on the daily IST utilisation report, whilst maintaining low hold, wrap up and personal time.
• Assisting Business Development Managers with application escalations and B2B complaints when required.
• Registering ARs and DAs accurately and updating internal systems with any network updates for broker leavers, joiners or amendments.
• Reviewing manual product switch illustration requests to ensure they are completed accurately by the broker.

What we’re looking for:

• Someone who shows up every day with a positive, helpful, and supportive attitude and makes a heartfelt impression on our brokers.
• Someone with an infectious team spirit who’s ready to collaborate and share ideas.
• A calm, clear, and confident communicator who can get their point across, as well as making other people feel heard regardless of the audience.
• Someone who can work under pressure when call volumes are high and set timescales and deadlines for administration tasks to be met.
• A customer centric person who holds a genuine interest in brokers and their needs.
• Flexibility, there’ll be times when we’ll need you to step up to help your team and other teams, especially during our busy times.
• Initiative – someone who’s able to assess and initiate things independently.
• A curious mindset, you’ll be ready to learn and grow, open to challenges and developing new skills.
• You’ll need to be fluent in the Society’s Lending Policy and products.
• Experience within a lending environment preferred.
• Experience in a financial customer service environment is desirable.
• Experience of working in a telephone-based Sales and Support Team is desirable.

We Value a diverse range of skills and experiences here at the West Brom. So even if you don't meet every single requirement listed in the job description but are passionate about the role, we still encourage you to apply.

What's in it for you:

• We pride ourselves on our development opportunities and always look to promote from within wherever possible.
• Holiday starting at 175 hours (25 days) plus bank holidays that grow with your time with us and the opportunity to buy or sell up to 5 days holiday each year.
• 2 paid volunteering days a year.
• Living Pensions: Pension scheme starting at 5% contribution from you and 7% contribution from us, and we’ll match your further contributions up to 10.6%.
• Enhanced maternity, paternity and adoption leave with paid fertility treatment, neonatal and pregnancy loss leave.
• Life assurance provided by the Society at 4 times your salary.
• Yearly performance related pay scheme and pay review.
• Private medical insurance that’s discounted when your time with us grows, with the option to include family members.
• Salary Sacrifice Electric/Hybrid Car Scheme.
• A Perkbox account – giving you 24/7 access to perks, benefits, discounts, wellbeing tools and loads more!
• And much more, from flexible working options, wellbeing support and a whole heap of warm West Bromness.

Why choose the West Brom?

At the West Brom we appreciate that our employees are unique individuals with differing needs depending on their specific circumstances and stages in life. When we say our people are the West Brom’s biggest asset that doesn’t mean just viewing them as employees. We’re proud of our heritage and absolutely believe that the West Brom is a great place to work. Our employers are the heart of bringing our new vision to life- where our customers and communities own a more secure future. Everyday, through the work they do together and the care they show, they’re helping turn that vision into real and lasting.

We’re a Disability Confident Leader and encourage disabled applicants and all from diverse backgrounds to apply. We’ll do what we can to adjust our recruitment journey and offer a guaranteed interview to disabled applicants who meet what we’re looking for. If you need any support with applying to one of our roles, get in touch at [e-mail].

Do it today and click apply!

*Please note – We reserve the right to withdraw our adverts earlier than the original published expiry date, therefore if you are interested please submit your application as soon as possible*

Head Office: 2 Providence Place West Bromwich B70 8AF. www.westbrom.co.uk The West Brom is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Register no. 104877. ‘the West Brom’ is a trading name of West Bromwich Building Society.