Virtual Relationship Manager

lloyds banking group; Greater London; Hybrid; GBP 41,000 - 44,000; Full time

Job summary

A leading financial services organization is seeking a Virtual Relationship Manager to proactively connect with customers in a predominantly virtual capacity. You will understand their financial needs, deliver outstanding service, and develop expertise in financial products. This role offers flexibility beyond traditional hours and requires a genuine passion for customer service. As part of an inclusive culture, you will help customers achieve their financial goals.

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 parental leave policies

Qualifications

• Genuine passion for customer service and growth.
• Ability to build trusted relationships.
• Strong communication skills.

Responsibilities

• Proactively contact retail customers to explore their financial goals.
• Deliver outstanding service centered on customer needs.
• Develop expertise in financial products to support customers.

Skills

Customer service

Strong communication skills

Relationship management

Proactive engagement

Job description

End Date

Wednesday 28 January 2026

Salary Range

£41,240 - £43,410

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

Flexible Working Options

Job Share

Job Description Summary

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

Job Description

• JOB TITLE: Virtual Relationship Manager
• SALARY: £32,395- £41,240 rising to £33,204 to £42,276 from 1st APRIL 2026 depending on location.
• LOCATION(S): Jersey, Guernsey or Isle of Man
• HOURS: Full-time – 35 hours a week. Offering flexibility beyond the traditional 9–5, with availability from 8am to 8pm and Saturday mornings.
• 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.

About this Opportunity

Do you want to make a real difference by being there for customers when it matters most? Are you passionate about helping people achieve their financial goals? If so, this is the role for you.

As a Relationship Growth colleague you’ll join our Consumer Lending & Relationships team in a predominantly virtual capacity. You’ll proactively connect with customers, spending time to understand their financial needs and aspirations, and develop expertise in retail products and services so you can provide clear information and options to support customers in making informed choices.

What makes this role special?

• Moments that matter: Our vision is to be by the side of our customers when they need us most.
• Virtual engagement: You’ll build positive relationships through digital channels, making it easy and convenient for customers to get the support they need.

What you’ll do

• Proactively contact retail customers to explore their financial goals.
• Deliver outstanding service that puts customers at the heart of everything you do.
• Develop expertise in financial products and digital solutions to confidently support customers.

What we’re looking for

• A self‑motivated individual with a genuine passion for customer service and growth.
• Someone who thrives on proactive engagement and enjoys helping customers plan for their future.
• Strong communication skills and the ability to build trusted relationships.

Why Lloyds Banking Group

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. Including you.

What you’ll need

Customer Relationships

You’ll demonstrate a genuine passion for putting customers first, building strong connections and understanding their needs. You’ll have a strong ability to listen, empathise, and build trust.

Proactive Approach

Taking ownership of your diary, you’ll plan and prioritise customer engagement with purpose. You’ll seek opportunities to support customers in moments that matter, aligning conversations to their financial goals and ensuring customers have the information they need to make informed decisions.

Product & Market Knowledge

You’ll develop a broad understanding of our product range and stay aware of the wider market environment. This knowledge enables you to confidently support our customers.

Conscientious & Collaborative

You’ll work with rigor and integrity, managing competing priorities effectively while collaborating across teams to deliver the best outcomes for customers and colleagues.

Communication Skills

Clear, confident, and empathetic communication—both written and verbal—is key. You’ll ensure complex information is explained simply, helping customers feel informed and supported.

Living Our Values

You’ll inspire trust and confidence by role‑modelling Lloyds Banking Group’s values and behaviours—putting customers first, keeping it simple, and making a difference. Through encouragement and teamwork, you’ll help create an inclusive, high‑performing environment.

And any experience of these would be really useful

Experience in a Relationship Management role would be helpful.

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

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

Join us and grow with purpose.

(Please note our roles can generate a considerable amount of interest and can close early so don’t miss out on this opportunity to apply today.)

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.