Associate Relationship Manager, Lloyds

• We’re looking for someone who’s proactive, organised, and passionate about delivering great client outcomes. Ideally, you’ll bring:
• Minimum 2 years experience in a customer-facing role within financial services
• Strong organisational and time management skills
• Confidence in building and maintaining relationships
• Clear written and verbal communication skills
• A proactive mindset and willingness to learn
• Awareness of risk and how to manage it effectively

Desirable

• We’re seeking an Associate Relationship Manager to provide support for a growth portfolio within our Mid-Market segment (T/O £50m - £500m). Working alongside a Relationship Directors across the South Wales you’ll help deliver excellent service and tailored solutions to meet our clients’ goals
• The successful candidate will support providing Term Loans, RCFs, and other banking solutions to a range of businesses. You will be supporting an RD who is experienced in bringing on new-to-bank relationships, working with key-business-introducers and advisors to make this happen
• This is a growth role for our Mid-Market team, and that focus on new business origination is key for the person we are looking for
• Mid Markets is a Relationship Management business within Business and Commercial Banking. We're responsible for the overall management of client relationships whose turnover is between £50m - £500m. It's an exciting and wide-ranging segment spanning a variety of sectors and central to our purpose of Helping Britain Prosper
• You’ll play a key role in building long-term, multi-product relationships— leading on the new business strategy, ensuring funds are with clients quickly, handling risk, and deepening client engagement. This is a dynamic role where no two days are the same, ideal for someone who thrives in a fast-paced environment and is passionate about putting customers first
• Client Engagement: Attend client meetings (virtually or in person), prepare agendas and briefing notes, follow up actions and communicate updates on sector insights, products, clients’ facilities, meetings and events
• Portfolio Management & Growth: Support the lending journey, help identify high-value clients and spot opportunities to deliver product solutions
• Risk & Compliance: Use your understanding of financial accounts to support credit proposals, monitor and manage risk and contribute to financial analysis
• Credit & Onboarding: Assist with credit reviews, facility changes and onboarding, including preparing proposals and tender submissions
• Organisation & Efficiency: Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues
• Collaboration & Insight: Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments

• End Date: Wednesday 29 July 2026