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Associate Relationship Manager – Mid Corporate
Lloyds Banking GroupAssociate Relationship Manager providing banking solutions for Mid Corporate clients in Scotland, supporting lending facilities, deposit options, and client engagement initiatives.
About the role
Key responsibilities & impact- Attend client meetings (virtually or in person), prepare agendas and briefing notes, follow up actions and communicate updates on sector insights, products, clients facilities, meetings and events
- Support the lending journey, help identify high-value clients and spot opportunities to deliver product solutions
- Use your understanding of financial accounts to support credit proposals, monitor and manage risk and contribute to financial analysis
- Assist with credit reviews, facility changes and onboarding, including preparing proposals and tender submissions
- Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues
- Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments
Requirements
What you’ll need- At least 2 years experience in a customer-facing role within financial services
- Strong organisational and time management skills
- Confidence in building and maintaining relationships
- Clear written and verbal communication skills
- A proactive mindset and willingness to learn
- Awareness of risk and how to manage it effectively
- Experience in Business & Commercial Banking (desirable but not essential)
- Proficient in using systems such as CRW, PEGA and Co-Pilot (desirable but not essential)
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial AnalysisCredit ProposalsRisk ManagementProposal PreparationTender Submission
Soft Skills
Organisational SkillsTime ManagementRelationship BuildingProactive MindsetClear Communication