Associate - Private Group, Real Estate & Housing - Bristol, United Kingdom - Lloyds Banking Group

Tom O´Connor

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Description
End Date

Tuesday 26 March 2024

Salary Range

£0 - £0

Agile Working Options

Hybrid Working, Job Share

Job Description Summary

See below


Job Description:


JOB TITLE:
Associate - Private Groups, Real Estate and Housing


LOCATION:
Bristol


HOURS:
Full Time


WORKING PATTERN:

Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at our Bristol office.

About this opportunity


We currently have an excellent opportunity for an Associate to assist in driving our targeted growth aspirations for the region.


Corporate Coverage is a core coverage business within Corporate & Institutional Banking, operating across the UK, Europe, North America, and Asia and is responsible for the management of relationships with the larger commercial clients.

Consisting of 4 Sectors - Services & Public Sector; Infrastructure, Energy and Industrials; Consumer & Tech; and Real Estate & Housing.


You'll work within the Private Groups team alongside a Relationship Director helping to lead a portfolio of South West based clients to deepen relationships as well as originating new and sustainable income and balance sheet opportunities.

In order to facilitate this, you'll be personable and able to influence others, by building trusting and collaborative relationships whilst communicating efficiently at all levels.


Sector knowledge while advantageous is not crucial, and we're seeking a highly motivated, organised individual who cares deeply about our clients.


Your accountabilities will include:

  • Support the team by preparing written reports for new and existing facilities to assist the Relationship Directors in meeting customer requirements.
  • Responding to a wide range of client enquiries, resolving issues to the customers' satisfaction, and raising matters as appropriate.
  • Prepare and monitor a range of returns in an accurate and timely manner to provide senior management with information to monitor and control risk.
  • Credit stewardship and monitoring, proactively monitor and review client reporting, including economic profitability, reporting on exposures, product utilisation, use of banking services to ensure risk is acceptable and recommending actions as appropriate.
  • Undertake a broad range of financial, marketing and industry sector research tasks and provide up to date information on customer relationships to enable the Relationship Director to meet customer requirements and business objectives.
  • Collaborate closely with other areas of the Group including Corporate Markets, Scottish Widows, Lex, Global Transactional Banking and Consumer Finance to access their specialist's skills, acquire and exchange information and identify potential opportunities for clients and the bank.
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 we need from you?

  • Excellent customer relationship management skills
  • Strong financial analysis skills
  • Exceptional communication and influencing skills
  • Corporate Market Knowledge
About working for us

If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.

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.


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