Associate Relationship Manager - Mid Corporate South

Lloyds Banking Group; Bristol; Hybrid; GBP 39,000 - 45,000; Full time

Job summary

Join a leading banking group as an Associate Relationship Manager, where you will support clients and grow a portfolio within the Mid Corporate sector. This hybrid role is ideal for someone looking to progress in their banking career, providing exceptional service and focusing on client relationships across the Bristol area.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping

28 days’ holiday plus bank holidays

Wellbeing initiatives

Generous parental leave policies

Qualifications

• Experience in sales or customer-facing roles within financial services.
• Knowledge of banking products and regulations.
• Highly organized and self-motivated.

Responsibilities

• Support clients with banking needs including lending and deposits.
• Promote the bank and develop new business opportunities.
• Manage the risk and compliance of client portfolio.

Skills

Sales

Account Management

Customer Interaction

Communication

Tools

CRM tools

Job description

End Date

Wednesday 23 July 2025

Salary Range

£39,825 - £44,250

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Would you like to work for us and help local businesses across Bristol, Somerset, Wiltshire and the M4 corridor to prosper by offering the funding, support and encouragement they need to grow?

Then check out our job advert below!

Job Description

JOB TITLE: Associate Relationship Manager, Mid Corporate South

SALARY: £39,825 - £44,250

LOCATION: Bristol or Reading

HOURS: Full-time (Happy to consider job share applications)

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

We're looking for an Associate Relationship Manager to join our Mid Corporate business where you'll work alongside a Relationship Director to support clients who will typically have a turnover of between £25 million and £100 million pounds. You'll support your Relationship Director’s portfolio of approximately 40 Groups of clients. Want to know more?!

About this opportunity

In this role, you'll be responsible for supporting clients with all their banking needs including lending, deposits and a wide range of other services. There is an expectation to grow the portfolio so you'll be promoting the bank with professionals and key influencers in the local community to develop new business opportunities and bring more clients to Lloyds Banking Group.

Keen to progress your career? The Associate role is a fantastic opportunity for an aspirational individual who would ultimately like to become a Relationship Manager within our Mid Corporate business, as you'll gain the skills and experience required to become a Relationship Manager in the future.

Your accountabilities will include:

• Providing excellent service to our Clients, putting them at the heart of what you do, making valuable contributions at every interaction and becoming a “trusted advisor”

• Supporting your Relationship Director and sometimes personally being seen as the “go to” banker in your geographic area of responsibility. Maintaining a high profile with external influencers and the local business community to achieve our aim of being the best bank for clients

• Providing a range of funding solutions to our clients from working capital to term lending.

• Building relationships with Group Partner companies and our Specialist Client Solution colleagues and through them bring the whole bank to the client delivering products to meet their needs.

• Supporting our clients with their treasury management needs – exploring ways in which they can deposit their cash balances to best align with their business needs.

• Managing the risk and compliance of your client portfolio

What does it mean to be part of Lloyds Banking Group?

Being a colleague of, and therefore a part of Lloyds Banking Group, provides an understanding that through our brands, our Group has a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses and play a key role in helping to build a growing UK economy.

What we need from you?

• Previous experience working in sales, account management or customer-facing roles within the financial services sector

• Knowledge of banking products, competitors and an understanding of the regulations

• Highly organised, motivated and self-accountable - able to make decisions and consistently achieve results

• Enjoy working to targets, in a fast paced and dynamic environment

• You can engage with others easily through excellent written and verbal communication skills

And any experience of these would be really useful:

• Proficiency with CRM tools (e.g., Salesforce, HubSpot) to track client interactions and pipelines.

About working for us:

Our ambition is to be the top tier 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

• 28 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

This is a once in a career opportunity to help shape your future as well as ours.

Join us and grow with purpose.

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.