Client Management - Open Account Analyst
Location
Old Broad Street, London
Hours
Full-time - 35 hours per week, hybrid working style requiring at least two days per week (40%) at an office site
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 to driving revenue growth and strengthening client relationships through direct client engagement and developing a strong understanding of client needs and solutions.
Core Responsibilities
Client Relationship Management
Deliver outstanding client experiences by responding to customer needs and having quality conversations. Assist in preparing materials and presentations for client meetings. Help onboard new suppliers and clients by 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 attending 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. Monitor facility usage and overdue items, flagging issues to the team. 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. We are committed to inclusivity, diversity, and creating an environment where everyone belongs and can be their best. We offer a wide-ranging benefits package including a generous pension contribution of up to 15%, an annual performance-related bonus, share schemes including free shares, lifestyle benefits such as discounted shopping, 24 days' holiday plus bank holidays, wellbeing initiatives, and generous parental leave policies. This is a unique opportunity to help shape your future and ours. Please note roles can attract significant interest and may close early, so apply promptly.
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 clearly and adjust messaging for diverse audiences
- Appreciation of partner management and effective collaboration across multiple teams
- Proficiency in Microsoft Office, especially Excel and PowerPoint
About You
- Enthusiastic and motivated to support client relationships and programme growth
- Comfortable engaging directly with clients and internal stakeholders
- Detail-oriented with strong organisational skills to manage documentation and reporting
- Adaptable to a hybrid working environment
Qualifications
While formal qualifications are not explicitly stated, experience or understanding of the following would be highly advantageous:
- Open account products, particularly Supply Chain Finance (SCF), Receivables Purchase (RP), and Invoice Finance (IF)
- Market developments and regulatory landscape in transaction banking
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