Customer Sales (Finance)

Customer Sales (Finance)

  • Location

    Bridgend, Wales

  • Sector:

    Contact Centres

  • Job type:


  • Salary:

    £16000 - £23000 per annum + Plus Commission

  • Contact:

    Rachel Nielsen

  • Contact email:


  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Startdate:

    Jun 2018

  • Client:


Role: Customer Sales (Finance)

Location: Bridgend

Salary: £16,000 (OTE £23 - £26k)

Hours: 38.75 per week (Mon-Thurs 9-5.30 and Fri 9-5) Also flexible with Saturdays


To provide an excellent service to our Customers, Dealers and Finance Providers at all times.

Qualify customer's requirements and suitability for credit; propose to appropriate lenders and see each deal through to completion whilst following the company's compliance process


To provide a high standard of customer service to existing and potential customers.

To communicate effectively by telephone, email and face to face

To have a full understanding of all Asset Finance business processes and procedures.

Full understanding of all the finance products available

To follow sales and process scripts provided

Regular contact and relationship management with supporting dealers

To communicate effectively with lenders.

To obtain information for loan applications and to answer questions about the process.

Explain to customers the different types of products that are available

To provide relevant information and guidance

To take instructions from clients

To complete and maintain accurate file notes

To check customer documentation before dispatch

To answer the telephone promptly and professionally

To provide Reports as requested

Ensuring every customer is treated fairly throughout the sales process

Sending finance proposals to appropriate lenders based on the information available.

Liaising with finance providers to achieve best outcomes for each customer.

Setting up New Dealers using the company 'Set Up' process


PC Literate, including the use of Microsoft packages

Good literacy and numeracy skills

To have a good understanding of consumer credit

Knowledge of regulations of the Financial Conduct Authority

To provide Reports as requested

Understand lender requirements to secure best outcome for customers

Communicate and build relationships with Dealers

To complete and maintain accurate file notes

To communicate effectively by telephone, email and face to face

To provide a high standard of customer service

As part of your probation, you would need to complete an online SAF (Specialist Automotive Finance) test which is multiple choice. This will be completed within a month, so its important you have attention to detail and are able to retain information.