Account Manager
The Lettings Hub
Associate Relationship Manager
Lloyds Banking Group
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteSalary
💰 £39,825 - £48,675 per year
Job Level
JuniorMid-Level
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysiscredit monitoringOKYCcredit proposalsdata analysisrisk managementcustomer serviceproblem-solvingtime managementorganisational skills
Soft skills
communication skillsrelationship buildingself-motivationpersistenceownershipethicsintegrityadaptabilityteam collaborationclient engagement
