Employer reference: REF1448F
The Opportunity
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.
We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.
The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.
Work with us because you:
- Want to be part of a bank built for the dynamics of the modern world
- Relish a challenge and enjoy a fast-paced, innovative and hardworking culture
- Enjoy finding new and better ways to solve complexity and make things happen
- Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups
- Care about society and the environment and want to be part of a business that cares too
- Want to continue to grow professionally and be the best version of yourself
The Role & Responsibilities
Reporting to the Head of Field Sales, this is an external sales role based from home. The Business Development Manager (BDM) will be responsible for the geographical territory of the South West & South Wales
Post Codes: BA, BH, BS, CF, DT, EX, HR, LD, NP, PL, SA, SN, SP, TA, TQ, TR
The primary role of the BDM is to identify, engage and convert potential profitable new business opportunities, whilst maintaining and developing existing business, relationships and a strong maintained pipeline. In collaboration with the Corporate Account Managers, the BDM play a key role in executing the company’s distribution strategy and driving sustainable growth.
Key Role Responsibilities
- Following up new and existing business opportunities; building and maintaining broker relationships and owning the full customer engagement cycle/engagement and implementation plans.
- To achieve sales targets through understanding internal and external stakeholder/competitor positions, criteria and products with Head of Sales.
- Develop a quarterly business plan outlining the approach to achieving targets, including any support required such as marketing literature, for the approval by the Head of Sales
- Support the Head of Sales in the development of the short, medium and long-term sales strategy
- Convert, and manage opportunities within your territory, originating from Corporate Account leads
- Data input, administration, trend and lead analysis
- Focus on broker quality metrics and application conversion to help deliver good customer outcomes
- Production of MI and reports as required by the Head of Sales or key stakeholders
- Communicate and promote both existing and new product and criteria developments to current and prospective accounts.
- To build meaningful relationships with all accounts and establish a position of lender of choice, through timely communication (email, telephone, technology) and visits to brokers.
- First point of contact for all broker queries and acting as the voice of the broker; working closely with our internal broker support teams to ensure market leading service and support
- Identify market trends, requirements and feedback to support shape our product offerings.
- Support the development of the TML & Bluestone brands and actively promote and shape the marketing messages
- Identify and maximise opportunities for change requirements with Policy/product/process/performance measures
- Take the lead in new business pitches and oversee the smooth, effective onboarding of new accounts.
- Represent the business at industry events, conferences, and roundtables, actively engaging with brokers to share insights, promote TML and Bluestone propositions, and support their continued education and development.
- Ensure compliance with all Shawbrook Retail Mortgages, legislative and regulatory requirements by ensuring that all policies and procedures are understood and consistently followed
- Undertake mandatory learning and training in line with business requirements and timeframes
The Person
- Experience working within a Mortgage Intermediary sales team , specifically within the Mortgage Market or Financial Services industry, covering the South West & South Wales region or surrounding areas.
- Strong understanding of the broker market, with particular expertise in the Specialist, Complex Credit, New Build and Buy to Let segments
- Demonstrate a clear understanding of the regulatory environment, ensuring responsible lending practises and delivering best possible outcomes for customers – particularly those with potential vulnerabilities - through broker education and ongoing support.
- Highly motivated with a proven record of identifying sales opportunities and managing them through to conversion and ongoing account management
- Proven ability to achieve and exceed targets
- A good understanding of how to create marketing opportunities in conjunction with data base requirements
- Excellent communication, report and presentation skills – written and verbal
- Proven ability to build strong meaningful relationships with internal colleagues and external business partners.
- Experience of working within business processes and products and supporting the development of new ones as required
- Experience of Microsoft Office products is essential
Reward
Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace, a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexi-holiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done