Are you a consumer finance professional looking to make to make a real contribution to an exciting growth story as a BDM? Maybe you work in Retail Finance, Motor Finance, or in a broader Consumer Finance setting today? If so, we’d love to hear from you.
“Turn promising prospects into lasting partnerships”
Are you an experienced Business Development (BD) Manager, BD Executive, or a sales-oriented Account Manager who enjoys opening doors, building commercially valuable relationships and taking ownership from the first conversation through to successful onboarding?
At Castle Trust Bank, we pride ourselves on being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a variety of customers.
We’re looking for a proactive and commercially astute Business Development Manager to join our Omni Commercial Sales team. You’ll take ownership of prospecting and developing new partnerships with small and medium-sized retailers, becoming a trusted expert within your allocated market sectors and their competitive landscape. This is a real opportunity to join a business with strong fundamentals in place, where you can truly drive results in a way that will enable to you grow and evolve with the business.
Please note, this is a fixed term contract opportunity lasting 3-6 months initially, but with potential longer term opportunities. All benefit entitlement would be pro-rated based on the permanent equivalent below.
This role is based from home, with national travel as required.
The role and what you’ll lead and deliver:
You’ll manage the complete business development cycle, combining targeted prospecting with consultative relationship building and strong commercial negotiation.
Your key responsibilities will include:
- Developing and delivering a clear prospecting strategy for your allocated market sector or sectors.
- Creating and executing outbound sales campaigns to identify new retailer partnerships.
- Building and continually developing Omni Capital Retail Finance’s prospect database.
- Managing prospects from initial enquiry and first engagement through to onboarding and a successful handover to the Account Management team.
- Delivering against financial performance measures, including new retailer partners and loan originations.
- Understanding the commercial drivers behind prospective partnerships and developing compelling propositions.
- Researching competitors and clearly demonstrating the benefits of partnering with Omni Capital Retail Finance.
- Creating and delivering credible presentations to stakeholders ranging from business managers and directors through to C-suite decision-makers.
- Preparing and presenting management information and KPI reports internally.
- Responding to incoming sales enquiries by email, telephone and personal visits, in line with agreed service levels.
- Supporting the management and triage of enquiries received through the Sales Inbox.
- Travelling within the UK when required to meet prospective partners and develop new business opportunities (typically infrequent).
What you’ll bring:
You’ll be a confident new-business professional who is comfortable generating opportunities independently, navigating commercial conversations and influencing stakeholders at different levels. In addition, you’ll have the following experience:
Essential
- A proven record of meeting or exceeding sales targets within a competitive financial services environment (retail finance exposure not essential).
- Strong cold-prospecting and outbound business development experience.
- Experience of successfully negotiating and winning deals with prospect accounts.
- The ability to understand the key commercial drivers behind business development opportunities and negotiations.
- Excellent presentation, communication and stakeholder engagement skills.
- Confidence engaging with business leaders, directors and C-suite stakeholders.
- Experience working within, and a sound understanding of, a regulated credit environment.
- A collaborative approach and the ability to contribute towards wider team targets.
- Strong commercial acumen, organisation, relationship management and influencing skills.
Desirable
- Experience within point-of-sale finance.
- Previous experience using Salesforce.
- Strong Microsoft Office skills.
- A relevant business-focused degree.
Why join Castle Trust Bank?
- Competitive salary (up to £58,000 per annum)
- Generous contributory pension through Hargreaves Lansdown
- Life Assurance
- 25 days’ holiday + option to buy/sell 5 days
- Additional paid volunteering day
- Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)
- Free access to BHSF Rise EAP to support colleague health and wellbeing
- Gym discounts
- Season ticket travel loans (if applicable)
- A supportive, inclusive culture where your work has real impact
Caught your attention? If so, we’d love to talk to you and tell you more about what it’s like to work at Castle Trust Bank - The Place To Work!
Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.
We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact [email protected]
https://www.castletrust.co.uk/careers/who-we-are
Skills Required
- Proven record of meeting or exceeding sales targets in a competitive financial services environment
- Strong cold-prospecting and outbound business development experience
- Experience negotiating and winning deals with prospect accounts
- Ability to understand commercial drivers behind business development opportunities and negotiations
- Excellent presentation, communication, and stakeholder engagement skills
- Confidence engaging business leaders, directors, and C-suite stakeholders
- Experience working within and understanding a regulated credit environment
- Collaborative approach and ability to contribute to wider team targets
- Strong commercial acumen, organisation, relationship management, and influencing skills
- Experience within point-of-sale finance
- Previous experience using Salesforce
- Strong Microsoft Office skills
- Relevant business-focused degree
What We Do
Traditional financial service providers are often burdened with costly overheads including expensive branch networks, inflexible technology and huge armies of people. At Castle Trust Bank, we keep our overheads to a minimum and we use savings proceeds to fund our lending solutions. In the past, we offered investment products to our customers which proved very popular. As a bank, we now offer savings accounts, giving our customers the added benefit of FSCS protection for their deposits. Our history means that we have a strong understanding of what our customers need and have built our savings range with those customers and their needs front of mind. In a complex world, we strive for openness and clarity. We place the highest importance on treating our customers fairly not just because it's the right thing to do but because we know that the trust of our customers is crucial to our future success. We recognise that for many mortgage customers, traditional solutions don't cut the mustard. These customers can often have high quality assets but unconventional income and so find it difficult to borrow at reasonable rates and on sensible terms. What experienced buy to let investors need is lending with imagination. They need a lender that recognises cash flow and net worth are not the same thing. They need a lender that is flexible in their approach and makes considered, logical decisions. Castle Trust Bank is that lender. We also offer point of sale finance through our Omni Capital Retail Finance arm. Partnering with retailers nationwide, we support their business by offering finance plans to their customers. OmniPort technology gives retailers paperless credit approval which fits seamlessly with their sales processes and customers can use our dedicated customer portal to keep up to date with their loans
