Relationship Associate, Crown Dependencies Private Banking

Lloyds Banking Group; Saint Helier, St Sampson; On-site; GBP 40,000 - 54,000; Full time

Benefits offered by this job

Pension up to 15%

Performance bonus

Share schemes

Discounted shopping

24 days holiday + bank holidays

Wellbeing initiatives & parental leave

Job summary

Lloyds Banking Group is recruiting a Relationship Associate for Crown Dependencies Private Banking in Jersey or Guernsey. This role is based in offices and requires 5 days a week on site with 35 hours weekly and current right to work for Jersey/Guernsey.

You will manage Crown Dependencies clients, deliver bespoke banking and lending solutions, build trusted relationships, and collaborate with partners to grow the business while enhancing customer outcomes.

Qualifications

• Proven ability to build trusted relationships quickly.
• Strong communication and interpersonal skills.
• Customer-focused approach with broad product knowledge.
• Growth-oriented mindset to develop relationships and grow portfolio.
• Collaborative team player across the wider business.
• Self-motivated with a passion for delivering outcomes.

Responsibilities

• Manage and grow Crown Dependencies clients with tailored banking and lending solutions.
• Build client relationships through proactive engagement and regular reviews.
• Match client needs with products and digital capabilities to deepen relationships.
• Drive satisfaction, retention, and profitability via trusted guidance.
• Develop networks with external partners to generate new business.
• Continuously improve ways of working and support colleagues' growth.

Skills

Relationship-building

Communication

Customer-focused

Growth mindset

Collaboration

Proactive

Job description

JOB TITLE: Relationship Associate, Crown Dependencies Private Banking

LOCATION(S): St Helier 9 Broad Street Office Jersey or Guernsey St Sampsons

HOURS: Full time - 35 hours per week

WORKING PATTERN: This role is based 5 days a week in above office

Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Jersey/Guernsey.

We're the trusted private banking partner in the Crown Dependencies, combining relationship-led banking with deep local expertise. As part of one of Lloyds Banking Group's fastest-growing businesses, you'll play a key role in supporting and growing our Relationship Managed customer base in Jersey.

What you'll be doing:

We're the trusted private banking partner in the Crown Dependencies, combining relationship-led banking with deep local expertise. As part of one of Lloyds Banking Group's fastest-growing businesses, you'll play a key role in supporting and growing our Relationship Managed customer base in Jersey.

In this role you'll:

• Manage and grow a portfolio of Crown Dependencies clients, delivering exceptional service and tailored banking and lending solutions.
• Build strong client relationships through proactive engagement, regular reviews, and ongoing support to meet evolving needs.
• See opportunities to deepen relationships by matching client needs with our products, services, and digital capabilities.
• Drive customer satisfaction, retention, and profitability through trusted relationship management and expert guidance.
• Develop strong networks with external partners and professional introducers to generate new business opportunities and sustainable growth.
• Continuously improve ways of working, embracing innovation while developing your own skills and supporting the growth of others.

We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we're looking for?

• Proven ability to build trusted relationships quickly and deliver an exceptional service to a diverse customer base.
• Strong communication and interpersonal skills, with the confidence to engage effectively with clients, colleagues and external partners.
• A customer-focused approach, able to understand individual needs and identify the right solutions across a broad range of products and services.
• A growth-oriented outlook, with the drive to develop customer relationships, grow your portfolio and spot new business opportunities.
• A collaborative teammate who thrives on building networks and working closely with colleagues across the wider business.
• Self-motivated and proactive, with a passion for delivering outstanding customer outcomes and representing our brand in the local market.

We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you:

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 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
• 24 days holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies