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- Tasks: Manage and grow relationships with lender partners to maximise their success with Knowledge Bank.
- Company: Join Knowledge Bank, the UK's largest mortgage lending criteria database.
- Benefits: Enjoy a competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by helping lenders thrive and improve their results.
- Qualifications: Experience in mortgage or financial services and strong relationship management skills.
- Other info: Be part of a dynamic team with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Responsible for building on the already existing relationships Knowledge Bank has with its lender partners. Providing expert support and feedback on how to maximise the opportunity with Knowledge Bank. Ensuring that all assigned lender accounts are engaged with Knowledge Bank and supporting brokers.
Location: Farnborough (The Hub) – office based with 1 day per week working from home
Hours: Full time, Monday to Friday, 9am–5.30pm
About the role: We are looking for a Telephone Account Manager to manage and grow relationships with our lender partners. This role is focused on helping lenders increase their results with Knowledge Bank by improving how they use our technology, engage brokers, and promote their criteria effectively.
You will manage a portfolio of at least 50 lenders, working with them throughout the year to review performance, strengthen adoption of our tools, and ensure they meet agreed service levels. You will be a trusted point of contact who understands their goals, challenges their thinking where needed, and helps them get more value from Knowledge Bank.
This role suits someone with mortgage or financial services experience who enjoys relationship management, understands lender priorities, and is comfortable balancing commercial objectives with excellent service.
Company Overview: Knowledge Bank is the UK's largest database of mortgage lending criteria with over 270 lenders across Residential, Buy to Let, Second Charges, Self-Build, Equity Release, Bridging and Commercial displaying their lending policy to thousands of brokers via the system. Multi-award winning, Knowledge Bank has fostered excellent relationships across the industry amongst lenders, brokers, networks and clubs to deliver unbeatable services and user experience into the intermediary market across a variety of platforms and services.
What you will be doing: Your work will support both our internal teams and our broker and lender customers. Key responsibilities include:
- Managing a portfolio of lender accounts across Knowledge Bank
- Building strong working relationships with key contacts, including champions, influencers, budget holders and decision makers
- Working with lenders to increase engagement, visibility and sales through Knowledge Bank
- Supporting lenders to meet agreed SLAs and performance expectations
- Quarterly reviews & strategy
- Leading structured quarterly account review meetings
- Reviewing performance data, usage and outcomes with each lender
- Identifying opportunities to improve results and increase return on investment
- Agreeing clear actions and next steps following each review
- Working closely with the Sales Director on account strategy and retention
- Technology & criteria optimisation
- Reviewing lenders' existing technology stack and how Knowledge Bank fits within it
- Identifying opportunities to improve how lenders present and manage criteria
- Driving adoption and effective use of the Interactive Criteria Guide
- Working with internal teams to support criteria improvements and system optimisation
- Promoting the use of Notify across lenders and brokers
- Supporting lenders in understanding how Notify can increase engagement and conversions
- Sharing best practice and success stories to encourage wider adoption
What we are looking for: Has experience in the mortgage or financial services sector. Is confident managing multiple accounts and stakeholders. Enjoys helping partners grow their results, not just maintaining relationships. Is comfortable discussing performance, usage and improvement opportunities. Communicates clearly and professionally by phone and email. Is organised, proactive and able to work calmly under pressure.
Skills & experience: Strong administration and data entry skills. Good time management and ability to prioritise and organise medium term and long term targets and goals. Confident using Microsoft Excel and other office systems. Fast and accurate typing – attention to detail. Clear and friendly communication skills.
You will play a key role in shaping how lenders succeed on our platform. This is a visible, relationship driven role with real influence over growth, adoption and long-term partnerships supported by a collaborative team and a market leading product.
Telephone Account Manager in Farnborough employer: Knowledge Bank
Contact Detail:
Knowledge Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager in Farnborough
✨Tip Number 1
Get to know the company inside out! Research Knowledge Bank, its values, and its products. This way, when you chat with them, you can show off your knowledge and how you can help their lender partners thrive.
✨Tip Number 2
Practice your pitch! Think about how you’d explain your experience in mortgage or financial services and how it relates to managing relationships. Keep it concise and engaging – you want to grab their attention!
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships before the interview can give you an edge and show your genuine interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Knowledge Bank team and ready to make an impact!
We think you need these skills to ace Telephone Account Manager in Farnborough
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience in the mortgage or financial services sector. We want to see how you've managed relationships and helped partners grow their results, so don’t hold back on those success stories!
Tailor Your Application: Take a moment to tailor your application to the role. Use the job description as a guide and sprinkle in keywords that match what we’re looking for. This shows us you’ve done your homework and are genuinely interested in the position.
Be Clear and Professional: When writing your application, keep your communication clear and professional. We appreciate a friendly tone, but make sure your message is easy to read and free of any typos. Attention to detail goes a long way with us!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Knowledge Bank and what we do.
How to prepare for a job interview at Knowledge Bank
✨Know Your Lenders
Before the interview, take some time to research the lenders Knowledge Bank works with. Understand their goals and challenges, and think about how you can help them maximise their results. This will show your potential employer that you're proactive and genuinely interested in the role.
✨Showcase Your Relationship Management Skills
Be ready to discuss your experience in managing relationships, especially in the mortgage or financial services sector. Prepare examples of how you've successfully built rapport with clients and helped them achieve their objectives. This will demonstrate your fit for the Telephone Account Manager position.
✨Prepare for Performance Discussions
Since the role involves discussing performance and improvement opportunities, brush up on how to analyse performance data. Think of ways you could approach quarterly reviews and what metrics you would focus on to drive engagement and sales. This will highlight your analytical skills and strategic thinking.
✨Practice Clear Communication
As you'll be communicating with key contacts via phone and email, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to refine your communication style. This will help you feel more confident during the actual interview.