Relationship Manager, Healthcare- South West

Lloyds Banking Group; Devon and Torbay; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

30 days holiday

Wellbeing initiatives

Parental leave

Job summary

Lloyds Banking Group in Exeter/Plymouth is recruiting a Relationship Manager for Healthcare businesses in the South West. Hybrid role requiring travel to client sites and regular collaboration with commercial banking teams to support client growth.

You will manage a portfolio of healthcare clients, provide funding solutions, and act as the primary banking advisor in your local community. The role emphasizes customer-first service and portfolio expansion through value-added solutions.

Qualifications

• Proven experience managing healthcare client portfolios.
• Proven ability to acquire new clients and grow revenue.
• Self-starting, proactive, and able to work with limited supervision.
• Ability to read and interpret financial statements.
• Strong communication skills with clients and colleagues.
• Collaborates effectively across teams and functions.

Responsibilities

• Provide excellent service to clients, becoming a trusted advisor.
• Promote the bank with professionals and influencers in the local market.
• Offer funding solutions from Term Lending and Working Capital as needed.
• Build relationships with group partner companies to bring the bank to clients.
• Manage risk and compliance for the client portfolio.

Skills

Healthcare portfolio mgmt

Sales experience

Proactive/independent

Financial statement analysis

Excellent communication

Cross-department collaboration

Job description

JOB TITLE: Relationship Manager, Healthcare- South West

LOCATION: Exeter, Plymouth

HOURS: Full-Time

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. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

What you'll be doing

Would you like to work within Commercial Banking Coverage and help Healthcare businesses of all types and sizes to prosper by offering the funding, support and reassurance they need to grow?

An opportunity exists for a Relationship Manager to join our team and work with clients who'll typically have a turnover of between 10 million and 25 million pounds. You'll have a portfolio of approximately 110 Local Healthcare clients based in and around the South West- across Cornwall, Devon and Somerset. The ability to travel to clients in person is essential.

The role is built on a real passion for putting customers first. If you share our passion and recognise the importance of making a difference together, look no further. The client is at the heart of all we do and will be expected to deliver excellent service whilst identifying solutions and strategies to help the clients business prosper. Together we make it possible.

There is unprecedented change in the banking sector brought about by shifts in technology, our customers' changing preferences and the evolving competitive and regulatory environment. So we're adapting, innovating and responding at pace to ensure we can continue to Help Britain Prosper and become the best bank for customers.

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, by attracting high value clients, through becoming the go to banking professional within your local community.

Typicall...you would be involved with the following:

• Providing excellent service to our clients, putting them at the heart of what you do, adding value at every interaction and becoming a "trusted advisor"
• Promoting the bank with professionals and key influencers through your knowledge of the local market
• Providing a range of funding solutions to our clients from our Term Lending and Working Capital product range tailoring them to Client needs
• Building relationships with Group Partner companies and through them bring the whole bank to the client delivering products to meet their needs
• Handling the risk and compliance of your client portfolio

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge and can match our pace. People who love to push boundaries, make change happen and challenge the status quo. Sound like you?

What we're looking for

Ideally you'll demonstrate experience and knowledge of the following:

• Proven experience in portfolio management within the Healthcare sector, building strong client relationships, driving customer value, and establishing trust at every interaction. We're ideally looking for 2-5 years of experience
• Proven sales experience with the ability to proactively engage new clients, build relationships, and drive business growth
• Proactive and independent, able to take initiative, work efficiently without close supervision, and deliver results in a fast-paced environment
• Proficiency in analysing and interpreting financial statements
• Excellent communication skills to engage and build trust effectively with our clients
• Effective collaboration skills to work within own team and across departments

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 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. 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