Associate Relationship Manager (Mid Markets)

Lloyds; West of England; Hybride; GBP 35 000 - 55 000; Plein temps

Avantages offerts par ce poste

Holiday allowance

Flexible working

Pension plan

Health insurance

Share plans

Family leave

Résumé du poste

Lloyds Bank is seeking an Associate Relationship Manager to support a growth portfolio in the Mid-Market segment across Bristol and South East England. You will collaborate with a Relationship Director to deliver tailored banking solutions, help manage risk, and deepen client engagement in a fast-paced environment.

With 2+ years in customer-facing financial services, you’ll drive new-business origination, attend meetings, and support onboarding, credit reviews and facility changes while

Qualifications

• Minimum 2+ years’ experience in a customer-facing role within financial services.
• Confidence in building and maintaining relationships.
• Strong organisational and time management skills.
• Proactive, organised and passionate about delivering great client outcomes.
• Clear written and verbal communication skills.
• Awareness of risk and how to manage it effectively.
• Proficient in using CRW, PEGA and Co-Pilot.
• Experience in Business & Commercial Banking.

Responsabilités

• Attend client meetings (virtual or in person) and prepare agendas.
• Support lending journeys and identify opportunities for product solutions.
• Assist with credit reviews, facility changes and onboarding.
• Manage diary and inbox; contribute to process improvements.
• Collaborate with internal teams to deliver tailored solutions.

Connaissances

Relationship management

Communication skills

Organisational skills

Proactive mindset

Risk awareness

Financial services experience

CRW/PEGA/Co-Pilot systems

Business & Commercial Banking

Outils

CRW

PEGA

Co-Pilot

Description du poste

• We’re seeking an Associate Relationship Manager to provide support for a growth portfolio within our Mid-Market segment (T/O £50m - £500m). Working alongside a Relationship Director across the Bristol/South East England area, you’ll help deliver excellent service and tailored solutions to meet our clients’ goals
• The successful candidate will support providing Term Loans, RCFs, and other banking solutions to a range of businesses. You will be supporting an RD who is experienced in bringing on new-to-bank relationships, working with key-business-introducers and advisors to make this happen
• This is a growth role for our Mid-Market team, and that focus on new business origination is key for the person we are looking for
• Mid Markets is a Relationship Management business within Business and Commercial Banking. We’re responsible for the overall management of client relationships whose turnover is between £50m - £500m. It’s an exciting and wide-ranging segment spanning a variety of sectors and central to our purpose of Helping Britain Prosper
• You’ll play a key role in building long‑term, multi-product relationships— leading on the new business strategy, ensuring funds are with clients quickly, handling risk, and deepening client engagement. This is a dynamic role where no two days are the same, ideal for someone who thrives in a fast‑paced environment and is passionate about putting customers first
• Client Engagement: 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
• Portfolio Management & Growth: Support the lending journey, help identify high-value clients and spot opportunities to deliver product solutions
• Risk & Compliance: Use your understanding of financial accounts to support credit proposals, monitor and manage risk and contribute to financial analysis
• Credit & Onboarding: Assist with credit reviews, facility changes and onboarding, including preparing proposals and tender submissions
• Organisation & Efficiency: Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues
• Collaboration & Insight: Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments

Benefits

• A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
• A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
• Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
• Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
• Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
• Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
• Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
• Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
• Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our ‘Your Tomorrow’ scheme. You can decide how much you save and get a say in where your contributions are invested.

Minimum 2+ years’ experience in a customer-facing role within financial services Confidence in building and maintaining relationships Strong organisational and time management skills We’re looking for someone who’s proactive, organised, and passionate about delivering great client outcomes. Ideally, you’ll bring: A proactive mindset and willingness to learn Clear written and verbal communication skills Awareness of risk and how to manage it effectively Proficient in using systems such as CRW, PEGA and Co-Pilot Experience in Business & Commercial Banking