Jonathan Phillips
Tell me more about Jonathan Phillips?
Jonathan Phillips is a highly experienced Key Account Manager with 15.8 years of work experience in the financial services industry. He specializes in strategic financial planning, investments, mortgage lending, recruiting, and team management. Based in Preston, United Kingdom, Jonathan is currently working at Tesco Bank, focusing on building relationships between the North West, North Wales, Northern Ireland, and parts of Yorkshire and Staffordshire. His main focus is on building relationships between Tesco Bank and the intermediary mortgage market through key account meetings, network exhibitions, and national relationships.
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About
I am the Key Account Manager for Tesco Bank covering the North West, North Wales, Northern Ireland and parts of Yorkshire and Staffordshire. My main focus is building the relationship between Tesco Bank and the intermediary mortgage market through Key Account meetings, network exhibitions, national relationships along with a hybrid of individual broker relationships.
Work Experience
Key Account Manager
Banking
Jonathan Phillips's Professional Milestones
- Mortgage Manager (2007-12-01~2009-07-01): Implemented sustainable mortgage policies and practices to reduce risk and reduce mortgage risks.
- Senior Financial Planning Manager (2007-12-01~2012-07-01): Successfully streamlined financial reporting processes, enhancing accuracy and efficiency in financial decision-making.
Skill
Strategic Financial Planning
Investments
Mortgage Lending
Recruiting
Team Management
Commercial Banking
Leadership
Customer Service
Wealth Management
Retirement Planning
Investment Advisory
Retail Banking
Financial Advisory
Financial Services
Banking
Pensions
Wealth
Income Protection
Cross Selling
Credit
Critical Illness
Wealth Management Services
Protection
Term Life Insurance
Management
Financial Risk
Life Insurance
Relationship Management
Certification
Colleagues
Kate McKay
Product Owner
Elaine Taylor
technical product owner at tesco bank
Julia Pepper LLM
Product Owner
Paula Reid
principle product owner | certified safe 6 product owner product manager
Matt Kelly
Digital Product Owner
Other Named Jonathan Phillips
Frequently asked questions
We found 4 Jonathan Phillips's email addresses
We found 1 Jonathan Phillips's phone numbers
Jonathan Phillips's social media include: Linkedin,
Jonathan Phillips works for Tesco Bank
Jonathan Phillips's role in Tesco Bank is Key Account Manager
Jonathan Phillips works in the industry of Banking
Jonathan Phillips's colleagues are Kate McKay,Elaine Taylor,Julia Pepper LLM
Jonathan Phillips's latest job experience is Key Account Manager at Tesco Bank