About the role

  • 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

Job title

Associate Relationship Manager

Job type

Experience level

JuniorMid level

Salary

£39,825 - £48,675 per year

Degree requirement

Bachelor's Degree

Location requirements

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