Specialist Business Associate - Business Banking Relationships

Lloyds Banking Group; Birmingham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading UK bank based in Birmingham is seeking a Specialist Business Associate to build relationships with Business Banking clients and provide proactive support. The role involves managing client contact, identifying business needs, and working closely with Business Managers. Candidates should have excellent communication skills, be proactive and organized, and have a passion for supporting small UK businesses. The position offers competitive benefits, including a generous pension and performance-related bonus.

Benefits

Generous pension contribution up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping benefits

24 days' holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Qualifications

• Ability to build strong relationships over phone or Teams.
• Willingness to try new things and adapt to succeed.
• Ability to manage multiple tasks effectively.
• Curious about small business ambitions and challenges.
• Takes responsibility for delivering results.

Responsibilities

• Proactively contact BB clients to build relationships.
• Manage inbound client contact for your pool of SBMs.
• Support client needs, including lending and financial solutions.
• Act as an ambassador for change and improve client experiences.

Skills

Excellent verbal and written communication

Proactive and driven mindset

Highly organized

Passion for supporting small UK businesses

Results focused

Job description

Overview

JOB TITLE: Specialist Business Associate

SALARY: £29,460

LOCATION(S): Birmingham - 125 Colmore Row.

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.

We have an exciting opportunity to join our Business Banking Relationship Team. We provide outstanding support for businesses through providing a proactive relationship model, and we're passionate about looking after our clients. Our aim is to deepen relationships with Business Banking clients through a pooled RM model, supporting Business and Commercial Banking ambitions to become the best bank for businesses.

Our Specialist Business Associates (SBA) have a key part to play as we extend our relationship model to more clients in Business Banking. Working as a team to manage inbound and outbound contact with clients, SBAs help businesses to support their ambitions, referring to Specialist Business Managers (SBM) for more complex needs. You'll be responsible for delivering a first-class experience to our clients ensuring we retain business, rebuild trust, support their business ambitions and proactively offer support through bringing the whole bank to clients, whilst maintaining strong risk disciplines. SBAs will be operating in one team, with each colleague aligned to one pool of SBMs - allowing consistency with your peers, as well as close working with the SBMs you support.

What will you be doing?

• Proactively contact BB clients to build relationships and support their needs, referring to the Specialist Business Managers for their more complex needs
• Manage inbound client contact for your pool of SBMs, via dedicated shared mailbox and other channels which can maximise client experience to be introduced, including telephony and web-chat.
• Seeing opportunity to support client needs including lending through term loans, Asset Finance; working capital solutions such as Invoice Finance, overdrafts, credit cards; and other products such as merchant service and EBI.
• You'll be an ambassador for change, an early adopter of tools designed to improve the client and colleague experience and support your wider team and function to work towards their goals.

What You'll Need

• Excellent professional standards, including verbal and written communication skills. This will enable you to build strong relationships over the course of a phone call or Teams meeting, with clients and internal stakeholders.
• Proactive and driven mindset, a willingness to try new things and adapt your style to succeed.
• Highly organised, and able to manage multiple tasks at the same time, speaking to clients, following up on queries and actions, and proactively managing your diary to maximise client speaking time.
• Passion for supporting small UK businesses, with a curiosity about their business ambitions and challenges.
• Results focused - You'll take personal responsibility for delivering results, whilst readily accepting change and focussing on client outcomes

About Working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

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.

And it's why we especially welcome applications from under-represented groups.

We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know

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

If you're excited by the thought of becoming part of our team, get in touch.

We'd love to hear from you.