Transaction Manager

Key Responsibilities

Manage customer follow up systems and procedures to increase customer sales from initial enquiries and existing Harwoods customers via the Lead Management System

Generating sales through proactively second-facing and customer engagement

Maximise income opportunities by offering funding and insurance products to customers whilst adhering to the FCA guidelines at all times; in regard to portraying financial information and regulated activities

Actively convey the culture of putting customers first by means of TCF at all times and comply with the principles of the FCA for both the customer and the business.

Review customer credit applications for complete information and accuracy, follow-up applications with customer and lending institutions

Proactively identify and pursue relationship opportunities via outbound sales and marketing channels to improve future renewal activities and finance retention business

Ensure accurate completion of documentation, prompt collection of outstanding payments and safe handling of cash and cheque transactions

Understanding of manufacturer mystery shopping criteria and ability to apply this knowledge

Assist in ensuring that part exchange vehicles are correctly appraised and managed to generate maximum return

Aim to achieve 100% customer referral with sales executive interaction

Communicate promptly with the customer, sales manager, sales team and work colleagues

Analyse current procedures and identify opportunities for improvement

Formulate training plans for sales executives to increase car sales, finance, insurance and warranty sales

Consult with customers to establish their needs, resolve any complaints professionally and calmly where necessary

Represent the dealership and build strong relationships with lenders and financial institutions

Assist the management team in planning, forecasting trends, and revising plans for the dealership on an ongoing basis

Ensure the safety and security of people, vehicles and property reporting any known faults or hazards

The Harwoods Way

Harwoods Group is a values led, family owned automotive retail group that was founded in 1931. Our values are lived and breathed by all of our colleagues to enable industry leading customer experience and colleague engagement, as detailed below:

We Treasure our people and our customers

We challenge ourselves to grow & improve

We grab responsibility

We run in the same direction as one team

We inject energy and fun into our work

We are a top 30 automotive dealer group, as ranked by annual turnover on AM100, representing the following brand partners:

Bentley, McLaren, Aston Martin, Jaguar, Land Rover, Audi, Volvo, INEOS, BMW & Mini (Service), MAN

We operate across 6 counties in the South East of England, namely:

Surrey, East Sussex, West Sussex, Kent, Wiltshire, Hampshire

With a high colleague engagement score of 72%, Harwoods Group has a real differentiator with our industry leading people development programme, including:

recruitment and selection; onboarding; induction; probation; lets talk one to ones; Harwoods Academy; succession and development; colleague recognition

After continued growth, we now operate with circa 1,100 colleagues across circa 28 state of the art facilities.