At a Glance
- Tasks: Build strong relationships with key partners and drive commercial sales opportunities.
- Company: Join OSB Group, a forward-thinking bank focused on growth and community support.
- Benefits: Competitive salary, car allowance, annual bonus, and generous leave.
- Other info: Flexible working and a commitment to professional development await you.
- Why this job: Make a real impact in the finance sector while enjoying a dynamic work environment.
- Qualifications: Sales experience in Financial Services and strong relationship-building skills required.
The predicted salary is between 60000 - 70000 € per year.
We are recruiting a Specialist Finance Account Manager – Commercial to join our Sales function, covering the South West territory. In this role, you will support the Bank’s growth strategy by building and maintaining strong, sustainable relationships with key intermediary partners. This is a field-based position where you will work autonomously while remaining closely connected to a collaborative and supportive Sales team. You will report directly to the Head of Commercial Finance and play a key role in driving our commercial lending proposition forward. Given the nature of the role, you will be required to live within the South West territory to effectively manage your broker network.
What you will be doing?
As a Specialist Finance Account Manager you will proactively identify and develop commercial sales opportunities through intermediary relationships across your territory. You will deliver a high-quality, relationship-led service to brokers, providing tailored support to help achieve agreed business targets. Your responsibilities will include:
- Delivering agreed mortgage loan completions and associated activity targets through effective, face-to-face relationship management
- Developing, maintaining, and executing a robust account management plan for your territory
- Demonstrating a strong understanding of the Group’s specialist finance product suite and sales processes
- Building and maintaining effective working relationships with internal stakeholders to support deal progression and service delivery
- Promoting OSB Group across the UK by representing the business at industry events and networking opportunities
- Managing queries and complaints professionally, in line with Group policies, compliance standards, and service expectations
What's in it for you?
Base salary of £60,000 - £70,000 dependant upon experience, £6,000 car allowance, enhanced family-focused benefits, annual bonus opportunity up to 40%, 28 days annual leave + bank holidays.
About us
At OSB Group, we understand how much our people bring to our organisation, which is why we try our best to give back too! Our Purpose is to help our customers, colleagues and communities prosper and we are on a transformation journey to become ‘the bank of the future’. Our commitment to professional development, flexible working, and employee well-being fosters a dynamic and supportive workplace.
Do you have the skills?
We are looking for talented individuals who have the skills set out below:
- A strong track record in a sales or account management role within Financial Services
- Proven experience and specialist knowledge of Commercial Lending and relevant regulatory frameworks
- Strong influencing and negotiation skills, with the ability to build and maintain lasting relationships
- Excellent organisational skills, with the ability to prioritise effectively in a fast-paced environment
- A full clean UK driving licence and access to your own vehicle
- Confident communication skills, with the ability to present information clearly and effectively
Next steps
If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply. Still on the fence? Hear from our team or explore our process: OSB Careers. Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational – inclusive any individual reasonable support required. We want to bring out the best in you!
Diversity, Equity & Inclusion
Not sure if you meet the spec? Let us decide. Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don’t feel like you need to check every box to apply for a role internally. We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.
Specialist Finance Account Manager (South West) employer: OneSavings Bank
At OSB Group, we pride ourselves on being an exceptional employer, offering a competitive salary and a comprehensive benefits package that includes a generous car allowance and enhanced family-focused benefits. Our dynamic work culture promotes professional development and flexible working arrangements, ensuring that our employees thrive both personally and professionally while contributing to our mission of becoming 'the bank of the future' in the South West region.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Finance Account Manager (South West)
✨Tip Number 1
Get to know the company inside out! Research OSB Group's values, recent news, and their approach to commercial lending. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Attend industry events and connect with people in the finance sector. Building relationships can open doors and give you insights into what they’re really looking for in a Specialist Finance Account Manager.
✨Tip Number 3
Practice your pitch! Be ready to discuss how your experience aligns with the role. Highlight your sales achievements and how you've built strong relationships in the past – this is key for the position!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining OSB Group and being part of our journey towards becoming the bank of the future.
We think you need these skills to ace Specialist Finance Account Manager (South West)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in sales and account management within Financial Services. We want to see how your skills align with the role of Specialist Finance Account Manager.
Showcase Your Relationship Skills:Since this role is all about building strong relationships, share examples of how you've successfully managed client relationships in the past. We love to see those influencing and negotiation skills in action!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences stand out without unnecessary fluff.
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, you’ll find all the info you need about the fantastic benefits we offer.
How to prepare for a job interview at OneSavings Bank
✨Know Your Stuff
Make sure you have a solid understanding of the Group’s specialist finance product suite and sales processes. Brush up on commercial lending and relevant regulatory frameworks so you can speak confidently about them during the interview.
✨Build Your Story
Prepare specific examples from your past experiences that showcase your sales or account management skills. Think about times when you successfully built relationships with brokers or achieved business targets, as these will resonate well with the interviewers.
✨Showcase Your Communication Skills
Since this role involves face-to-face relationship management, practice articulating your thoughts clearly and effectively. You might even want to do a mock interview with a friend to get comfortable presenting your ideas.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
