Associate Director, Transaction Banking Sales

Lloyds Banking Group; Birmingham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading banking institution is seeking an Associate Director for Transaction Banking Sales in Birmingham. This role focuses on developing relationships with large corporate clients, implementing sales strategies, and enhancing banking solutions. The ideal candidate will possess extensive banking experience, strong interpersonal skills, and a deep understanding of cash management solutions.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

30 days’ holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Qualifications

• Extensive experience with large corporate clients.
• Strong product knowledge of Transaction Banking solutions.
• Solid understanding of cash management and payments solutions.

Responsibilities

• Originate new business and deepen existing client relationships.
• Manage transaction banking revenue and support product delivery.
• Drive execution of the sales strategy and mentor associates.

Skills

Relationship Management

Sales Execution

Market Awareness

Consultative Approach

Job description

End Date

Tuesday 24 June 2025

Salary Range

£0 - £0

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

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Job Description

JOB TITLE:Associate Director, Transaction Banking Sales

LOCATIONS:London / Birmingham / Edinburgh / Manchester / Leeds

HOURS:Full Time

WORKING PATTERN:Our work style is hybrid, which involves spending at leastthree days per week, or 60% of your time, in the office.

About This Opportunity

This is an exciting opportunity to be a key player in growing and deepening our Transaction Banking relationships with large corporate clients. You’ll work with clients across Healthcare, Technology, Media, Telecoms and Leisure (HTL) sectors and will join a high performing team with strong growth ambitions. You'll work in partnership with various teams across the Corporate & Institutional Banking division to deliver for our clients and the Bank.

As an Associate Director within the team, you’ll be at the forefront of growing client relationships, with a specific focus on delivering our Transaction Banking growth strategy into 2025 and beyond. This includes supporting clients with their Cash Management and Payments, TFX, Liabilities, Trade Finance, Card Acquiring and Card Issuance needs.

You’ll be responsible for actively managing and pursuing transaction banking revenue through new-to-bank relationships and by deepening existing client relationships using a consultative, client-led approach to help clients solve their challenges and achieve their priorities, drawing on the latest in innovation and the significant investments Lloyds Banking Group has made in its transaction banking suite.

This role requires you to bring product knowledge, market awareness, and relationship management experience to deliver the best possible solutions to our clients.

A day in 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 HTL 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.

What You’ll Need

• 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.

Why Lloyds Banking Group

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

About Working For Us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• 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

Ready for a career where you can have a positive impact as you learn, grow and thrive?Apply today and find out more!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.