At a Glance
- Tasks: Manage and grow relationships with major North American banks while developing strategic portfolio plans.
- Company: Join Lloyds Banking Group, a leader in financial services committed to diversity and inclusion.
- Benefits: Enjoy a generous pension, performance bonuses, 30 days holiday, and flexible working options.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Be part of a transformative journey in finance, making a real impact on the industry.
- Qualifications: 5+ years in banking or financial products with strong relationship management skills.
We support flexible working – click here for more information on flexible working options.
Job Description Summary:
Join our Global Banks, Specialist Finance & Diversified Financials team and play a leading role in managing and growing relationships with some of the most significant North American banking institutions. Working closely with the Head of North America Financial Services, based in New York, you’ll be responsible for a portfolio of leading US and Canadian bank clients, helping to deepen relationships, grow revenue opportunities and strengthen Lloyds Banking Group’s presence across the sector.
You’ll develop and deliver portfolio strategies that maximise client value whilst balancing risk and return. Acting as a trusted relationship lead, you’ll originate new business opportunities, build senior stakeholder relationships and work across product specialists and delivery teams to identify solutions that meet client needs. Through proactive engagement and strong market connectivity, you’ll help raise our profile in the financial institutions sector and support the growth of both new and existing client relationships.
The role requires a strong understanding of banking markets, financial products and regulatory requirements. You’ll oversee credit, operational and transactional risks across your portfolio, contribute to credit approval processes and ensure effective governance standards are maintained. You’ll also support the development of colleagues, helping to build a high-performing, collaborative and inclusive team culture.
What we’re looking for:
- 5+ years’ direct experience marketing banks and/or financial products to a defined client base
- Proven experience managing and growing senior relationships within US and Canadian banks or wider financial institutions
- Strong business development and origination experience with the ability to identify opportunities and deliver sustainable revenue growth
- Knowledge of banking and treasury products, including areas such as transaction banking, liquidity, foreign exchange, repo, structured solutions or debt capital markets
- Experience assessing and managing credit, operational and transactional risks, including preparing and supporting credit approval submissions
- Strong stakeholder management, communication and influencing skills with the ability to work effectively across product, delivery and senior leadership teams
And any experience in the following areas would be great:
- Financial Markets
- Correspondent Banking or Transaction Banking
- Financial Institutions Coverage or Corporate Banking
We know that great talent comes from many backgrounds. Whilst this advert may reference specific experience, we recognise that skills are developed in different ways, so if you have relevant, transferable experience, we encourage you to apply.
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 offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, 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
This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role.
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.
Relationship Director- North American Banks in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Director- North American Banks in London
✨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.
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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 Director- North American Banks in London
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.
