Relationship Manager, Healthcare- South West in Exeter

Relationship Manager, Healthcare- South West in Exeter

Exeter Full-Time Home office (partial)
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At a Glance

  • Tasks: Support healthcare businesses by providing tailored banking solutions and building strong client relationships.
  • Company: Join a leading bank committed to diversity, equity, and inclusion.
  • Benefits: Generous pension, performance bonuses, 30 days holiday, and flexible working options.
  • Other info: Dynamic environment with opportunities for personal and professional growth.
  • Why this job: Make a real impact in the healthcare sector while growing your career.
  • Qualifications: Experience in portfolio management and strong communication skills required.

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

Flexible Working Options: Hybrid Working, Job Share.

JOB DESCRIPTION SUMMARY:

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.

Typically, 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.

Why join us:

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:

  • 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.

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more!

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.

Relationship Manager, Healthcare- South West in Exeter employer: Lloyds Bank

At Lloyds Banking Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in Fort William. With a strong focus on employee growth through our Skill Progression Framework, we provide ample opportunities for career advancement while ensuring a healthy work-life balance with flexible working options. Our comprehensive benefits package, including generous pension contributions and wellbeing initiatives, reflects our commitment to the well-being of our colleagues, making us a great place to build a meaningful career.

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Contact Details:

Lloyds Bank Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Relationship Manager, Healthcare- South West in Exeter

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Lloyds Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Relationship Manager, Healthcare- South West in Exeter

Communication Skills
Adaptability
Problem-Solving Skills
Flexibility
Teamwork
Empathy
Attention to Detail

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Bank.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Lloyds Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Lloyds Bank

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Bank.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Lloyds Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Lloyds Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.