Location
Old Broad Street, London

Hours
Full-time - 35 hours per week. Hybrid working pattern requiring at least two days per week (40% of time) at one of our office sites.

Salary
£38,295 per annum

About the Role
As an analyst in the Open Account Relationship Management team within Transaction Banking solutions, you will support the management and growth of existing relationships across our open account product suite, including Supply Chain Finance (SCF), Receivables Purchase (RP), and Invoice Finance solutions. You will play a key role in supporting programme growth, supplier engagement, and delivering an exceptional client experience for a diverse portfolio of corporate clients.

This role is vital in driving revenue growth and strengthening client relationships. You will engage directly with clients, building your knowledge of their needs and the solutions we provide.

Core Responsibilities
Client Relationship Management
- Deliver an outstanding experience by responding to customer needs and having quality conversations
- Assist in preparing materials and presentations for client meetings
- Help onboard new suppliers and clients, including organising documentation and scheduling calls
- Participate in regular client meetings to review programme performance, identify growth opportunities, and ensure satisfaction
- Support clients with materials, training, and supplier onboarding, including joining supplier meetings to drive uptake and engagement

Programme Growth & Support
- Support ad-hoc projects and business requests with timely, accurate, and insightful analysis
- Use data to identify opportunities and recommend actions that drive commercial success
- Maintain accurate records of client activity and programme data
- Support monitoring of facility usage and overdue items, flagging issues to the team
- Help gather and organise management information (MI) for reporting
- Engage with relevant teams to ensure smooth handover of newly onboarded programmes and clients

Operational Excellence
- Provide regular updates to Product, Sales, Coverage, and Credit colleagues, including participation in quarterly reviews
- Gather and relay client feedback to the Trade Product team to inform product enhancements and development
- Collate and analyse client feedback to support continuous improvement

Why Lloyds Banking Group
We are on an exciting journey to transform our Group and shape finance for good. We focus on the future by investing in technologies, workplaces, and colleagues to make Lloyds a great place for everyone, including you.

This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose.

Please note roles can generate considerable interest and may close early, so apply today to avoid missing out.

Experience
- A client-centric approach with a passion for delivering exceptional service
- Good understanding of data analysis
- Ability to quickly learn and understand platform functionality and digital tools
- Good communication skills, able to convey information simply and adjust messaging for diverse audiences (from large buyers to small suppliers)
- Appreciation of partner management and effective collaboration across multiple teams
- Proficiency in Microsoft Office, especially Excel and PowerPoint for preparing presentations and reports

About You
- Enthusiastic and motivated to support client relationships and programme growth
- Comfortable engaging with a diverse portfolio of corporate clients
- Able to work effectively in a hybrid working environment

Qualifications
While not essential, experience or understanding of the following would be highly beneficial:
- Open account products, particularly Supply Chain Finance (SCF), Receivables Purchase (RP), and Invoice Finance (IF)
- Market developments and regulatory landscape in transaction banking