Institutional Sales Manager
Ledger
Associate Director, Transaction Banking Sales
Lloyds Banking Group
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
Senior
About the role
- Originate new business through proactive outreach as well as introductions from new client onboards / funding.
- Lead established Transaction Banking relationships with clients to increase wallet share and mitigate attrition risk.
- Responsible for contributing to the delivery of NII and OOI targets for your client portfolio, actively provide inputs on meetings, deals and other activity for senior management reporting and other team updates.
- Actively drive cross-sell opportunities by introducing other product partners into the conversation with clients.
- Lead pricing discussions and align with internal teams and with clients on transaction banking products.
- Ownership and accountability as the lead for driving client opportunities and work with the Bidding team to respond to client RFI/ RFPs.
- Ensure the CM&P and TFX opportunities that contribute to loan and trade deal returns stay on track.
- Call attention to situations where the probability of these opportunities decreases due to lost RfP's or competitive awards.
- Drive execution of the sales strategy for your client portfolio and support the Director of the Consumer sector to drive the wider sector strategy including strategic liquidity conversations, TFX, new operational banking mandates, new revenue / leakage prevention programmes and other initiatives.
- Mentor and develop the Associates within the Transaction Banking team.
- Capture client testimonials and stories as re-usable client case studies to socialise success internally and with client permission for client use.
- Actively feedback observations around competitor approaches and capabilities to the product teams.
- Understand the external market and competitor capabilities, enabling LBG to consider gaps in proposition with the potential to unlock growth.
Requirements
- Solid understanding of cash management and payments solutions.
- Extensive experience building relationships with large corporate clients and a proven ability to identify and deliver new business opportunities in corporate banking.
- Strong product knowledge across the broad suite of Transaction Banking solutions.
- Commercial acuity and demonstrated experience of adopting a consultative, client-led approach.
- Strong collaboration & interpersonal skills.
- Strong sales execution, including consistent client engagement, CRM updates, and proactive pipeline and activity reporting.
- Market awareness and a passion for delivering innovative client solutions.
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.
- 30 days’ holiday, with bank holidays on top.
- A range of wellbeing initiatives and generous parental leave policies
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash managementpayments solutionsTransaction Bankingsales executionclient engagementCRMpipeline reportingconsultative approachcross-sellingpricing discussions
Soft skills
relationship buildingcollaborationinterpersonal skillscommercial acuitymentoringcommunicationstrategic thinkingclient-led approachfeedbackmarket awareness
