Job Description

About the team

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 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

Please use this link to see the fantastic benefits available at OSB: https://www.osb.co.uk/careers/overview

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.