North America Transaction Banking Sales Director (Financial Institutions)

Lloyds Bank; New York; Hybrid; USD 250,000 - 300,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Life insurance

Paid family leave

Wellness programs

Professional development

Job summary

Lloyds Bank in New York seeks a Transaction Banking Sales Director for Financial Institutions to lead client engagements and drive revenue growth across North America. You will shape client strategy with Coverage Bankers, manage a book of business, and close complex trade finance and working capital deals with a collaborative, globally connected team.

You will travel across North America frequently, with occasional UK trips, and mentor junior colleagues while delivering tailored working capital

Qualifications

• 8+ years in Transaction Banking sales, origination, or coverage for Financial Institutions.
• Proven track record delivering trade finance and working capital solutions to FI clients in North America.
• Strong relationship-building, influencing, and stakeholder-management skills.
• Willingness to travel across North America frequently and to the UK as needed.

Responsibilities

• Represent Lloyds at client meetings, events and conferences (domestic and UK travel).
• Develop and leverage relationship networks to expand the transaction banking product suite.
• Lead client discussions on trade finance and working capital solutions.
• Collaborate with teams to deliver client-focused outcomes.
• Proactively pursue new business opportunities and leads.
• Explain product features clearly to client decision-makers and internal partners.
• Act as deal captain to manage end-to-end deal processes.

Skills

8+ years experience

Relationship building

Negotiation

Problem solving

Travel willingness

Team collaboration

PowerPoint

Excel

Word

Outlook

Teams

Education

Bachelor’s degree or equivalent

Professional certifications a plus

Tools

PowerPoint

Excel

Word

Outlook

Teams

Job description

Lloyds Bank in New York seeks a Transaction Banking Sales Director for Financial Institutions to lead client engagements and drive revenue growth across North America. You will shape client strategy with Coverage Bankers, manage a book of business, and close complex trade finance and working capital deals with a collaborative, globally connected team.

You will travel across North America frequently, with occasional UK trips, and mentor junior colleagues while delivering tailored working capital