Account Manager

Paragon Banking Group PLC; England; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Holiday allowance

Share save scheme

Profit related pay

Pension plan

Family-friendly policies

Employee discounts

Volunteer day

Life assurance

Job summary

Paragon Banking Group PLC is seeking a proactive Relationship Manager/Internal Sales professional for a hybrid role in Poole. The role is full-time, 8.30am–5pm, with some travel to industry events and meetings.

You will nurture relationships, develop new business, and contribute to marketing campaigns while maintaining CRM records. The position offers a supportive environment with a focus on growth, inclusion, and personal development.

Qualifications

• Experience building long-term introducer relationships and achieving targets.
• Experience in tele-sales and in-person networking to generate new business.
• Knowledge of credit and underwriting principles is desirable.
• Candidate must have the right to work in the UK (no visa sponsorship).

Responsibilities

• Generate new business and grow relationships in designated Professions sectors using tele-sales and networking.
• Maintain CRM records and manage targeted call volumes; open new business and hand off to account management.
• Prepare credit applications for underwriters using client data and public records.
• Develop industry knowledge through training and events; attend networking events as needed.
• Build a personal brand in the professions sector via social media.
• Assist in marketing activities, mail shots and calling campaigns.

Skills

Results-driven mindset

Introducer relationships

Ownership & accountability

Introducer-led sales

Credit underwriting knowledge

CRM software

Tools

CRM

Job description

Let’s grow together! A Platinum Investors in People employer and an award-winning UK bank, focused on growth. Our customers include savers and businesses across the UK and, working together, we use our specialist expertise to help them achieve their ambitions and build a sustainable future. If you’re a skilled relationship builder, account manager or internal sales person looking for an opportunity to grow in a friendly environment, we’re looking for you!

About The Role

Let’s grow together! A Platinum Investors in People employer and an award-winning UK bank, focused on growth. Our customers include savers and businesses across the UK and, working together, we use our specialist expertise to help them achieve their ambitions and build a sustainable future. If you’re a skilled relationship builder, account manager or internal sales person looking for an opportunity to grow in a friendly environment, we’re looking for you!

We’re flexible, inclusive, committed to your wellbeing and passionate about you reaching your potential. Let’s grow together …

What You’ll Be Doing

• Generate new business and develop existing relationships in your designated Professions sectors, promoting the provision of loans predominantly through tele -sales activity supported by in person networking and external event connections.
• Maintain accurate customer contact records on CRM whilst maintaining targeted call volumes. There will be a strong focus on opening doors and generating new business which will be account managed thereafter.
• Preparing applications for credit to underwriters gathering information from public records and data provided by clients. Work closely with sales support functions and the sales team.
• Develop personal knowledge and industry awareness from completion of specific training or attendance of industry events.
• Periodically, you will join networking events and conferences that will require attendance over night or at different locations from your daily office.
• You will maintain and grow a personal brand within the professions sector via social media.
• Assist in the development and execution of marketing activity, mail shots and calling campaigns

About You

What you’ll bring to the team

• A strong, results‑driven mindset with a clear focus on hitting and exceeding targets
• Proven ability to build and maintain long‑term, mutually beneficial introducer relationships
• A genuine drive to stand out, take ownership, and outperform expectations
• Solid understanding of an introducer‑led or intermediary sales environment
• Knowledge of credit and underwriting principles (desirable, but not essential)

Further information on the role can be found in the Purpose and Performance Profile (PPP), which is downloadable on this page.

Please note, applicants must have the right to work in the UK. We do not offer visa sponsorship.

Working hours

This is a full time (8.30am – 5pm) Monday to Friday - hybrid working based out of our Poole office. There will be a requirement to travel, attend meeting and industry events from time to time.

Inclusion

As a Disability Confident Employer, we want to ensure that our vacancies are accessible for everyone. If you have a disability, long term health condition or are neurodiverse and need us to adjust our recruitment process please get in touch with our recruitment team.

About Us

What can we offer you?

• Generous Holiday Allowance: Starting from 25 days and climbing to 30, you also get to enjoy a day off for your birthday, Christmas Eve, and New Year’s Eve. You can also buy or sell up to a week’s leave
• Share Save Scheme: Annually, you have the opportunity to buy shares in Paragon at a discounted rate
• Profit Related Pay: We share some of our annual profit with our eligible employees
• Pension Plan: We contribute up to 10% of your annual salary towards your pension
• Family Friendly policies : We offer enhanced parental pay and paid time off for fertility treatment
• Employee Discounts: Enjoy exclusive discounts on entertainment, travel, shopping, motoring and more
• Volunteering Day: Contribute to causes you care about with one volunteering day per year
• Life Assurance and Personal Accident Cover

Be flexible

We promote flexibility around how and where we work so that you can achieve a healthier work-life balance. We operate hybrid working, splitting our week between the office and home.

Be yourself

As an equal opportunities employer, we welcome diversity and care about inclusion. That’s why we want you to be your whole self at work. We believe an inclusive workplace is good for each of us, great for our customers and better for our business. Our Equality, Diversity and Inclusion Network meets regularly to share challenges, experience, and ideas to build a more equal, diverse, and inclusive business.

Be heard

We listen to your point of view, with our People Forum and regular employee surveys making sure you can use your voice and influence our future.

Be well

We will give you access to a range of tools and resources to support your wellbeing. This will include a digital GP service via our free Employee Assistance Programme, access to our Wellbeing team to connect you with the help you need to get more out of life and our Vitality at Work programme to provide you with discounted gym membership, fitness equipment and another multitude of wellbeing services.

Be better

We want you to reach your potential and, as a Platinum Investors in People employer, we’ll encourage you to learn and develop by building a personalised development plan together with your manager.