Key Account Manager managing strategic clients in media and production. Driving revenue and ensuring client satisfaction through tailored solutions and strategic insights.
About the role
- Associate Relationship Manager supporting Healthcare clients and Real Estate clients. Engaging with clients and collaborating with internal teams to deliver tailored solutions.
Responsibilities
- Join client meetings virtually or in person, prepare agendas, and follow up
- Proactively communicate via phone and email, including updates on rates, fraud alerts, and events
- Use LinkedIn to promote the Lloyds Relationship Management profile
- Proactively manage the lending journey to ensure smooth & quick completions
- Support RMs and RDs in identifying and attracting high-value clients
- Help grow our existing portfolio by spotting opportunities to expand product holdings and identify new opportunities
- Use your basic knowledge of financial accounts to help assess client needs, support credit proposals and manage risk with existing clients
- Proactively support areas like Credit monitoring, OKYC, and financial analysis making informed recommendations
- Assist with credit reviews, facility changes, onboarding, and help prepare credit proposals and tender submissions
- Prioritise your workload, manage your diary and inbox, and handle queries and data analysis
- Help improve our processes, identifying ways to make things better for clients and colleagues
- Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments to support client engagement and inform future strategy
Requirements
- Experience in a customer-facing role within financial services
- Confidence in building and maintaining strong internal and external relationships
- Ownership of complex queries, with strong problem-solving skills and persistence
- Strong organisational and time management skills, with the ability to juggle shifting priorities
- Proficiency in Microsoft 365 tools, especially Outlook and Excel
- A strong sense of ethics and integrity coupled with awareness of risk and experience in identifying and handling it appropriately
- Clear written and verbal communication skills across all levels
- Self-motivated in terms of your own Development, taking ownership for ongoing personal growth
- Experience in Business & Commercial Banking
- Proficient in using systems such as BOLT, PEGA and Co-Pilot
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 28 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
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