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
Account Manager leading account support team for customer relationships and NPI needs. Driving improvements across cross - functional projects and ensuring timely communication with key stakeholders.
Territory Manager responsible for sales of surgical products in Oklahoma City area. Driving commercial success for Convatec’s Advanced Wound Care portfolio within defined geographic area.
Associate Account Manager driving sales in Cardiology OOH Space for Philips. Collaborating with teams and maintaining customer relationships in NYC, NJ, and Philadelphia areas.
Associate Sales, Account Manager promoting Philips’ MR, CT, and DXR imaging solutions. Building relationships and supporting sales while developing territory mastery and key accounts.
Account Manager responsible for managing regional chemical industry accounts. Achieving revenue targets and maximizing AVEVA solutions adoption among clients.
Account Manager responsible for managing international automotive sector projects at a leading agency. Collaborating with cross - functional teams to ensure timely and successful project delivery.
Account Manager for international automotive marketing projects ensuring quality and timely delivery. Collaborating with teams and managing budgets in a dynamic marketing environment.
Key Account Manager/Specialist at Tenneco developing strategic customer relationships. Focused on aligning customer needs with company goals in a hybrid work environment.
Regional Account Manager managing up to 10 multi - PoS accounts primarily in EMEA. Focused on client satisfaction, process efficiency, and delivering business value through data - driven strategies.