Associate Relationship Manager - Mid Markets

Posted 19 Days Ago
Be an Early Applicant
2 Locations
In-Office
Junior
Fintech • Software • Financial Services
The Role
Support Relationship Directors in Mid-Market banking by managing client engagement, assisting lending and onboarding (term loans, RCFs), supporting credit reviews and risk monitoring, identifying growth opportunities, and coordinating internal stakeholders to deliver tailored solutions.
Summary Generated by Built In

End Date

Wednesday 29 July 2026

Salary Range

£0 - £0

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

.

Job Description

JOB TITLE: Associate Relationship Manager – Mid Markets

SALARY:  Starting from £40,824

LOCATION: Cardiff or Newport

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

About the Role

We’re seeking an Associate Relationship Manager to provide support for a growth portfolio within our Mid-Market segment (T/O £50m - £500m). Working alongside a Relationship Directors across the South Wales you’ll help deliver excellent service and tailored solutions to meet our clients’ goals.

The successful candidate will support providing Term Loans, RCFs, and other banking solutions to a range of businesses.  You will be supporting an RD who is experienced in bringing on new-to-bank relationships, working with key-business-introducers and advisors to make this happen. 

This is a growth role for our Mid-Market team, and that focus on new business origination is key for the person we are looking for. 

Mid Markets is a Relationship Management business within Business and Commercial Banking. We're responsible for the overall management of client relationships whose turnover is between £50m - £500m. It's an exciting and wide-ranging segment spanning a variety of sectors and central to our purpose of Helping Britain Prosper.

You’ll play a key role in building long-term, multi-product relationships— leading on the new business strategy, ensuring funds are with clients quickly, handling risk, and deepening client engagement. This is a dynamic role where no two days are the same, ideal for someone who thrives in a fast-paced environment and is passionate about putting customers first.

What you'll be doing

  • Client Engagement: Attend client meetings (virtually or in person), prepare agendas and briefing notes, follow up actions and communicate updates on sector insights, products, clients’ facilities, meetings and events.
  • Portfolio Management & Growth: Support the lending journey, help identify high-value clients and spot opportunities to deliver product solutions.
  • Risk & Compliance: Use your understanding of financial accounts to support credit proposals, monitor and manage risk and contribute to financial analysis.
  • Credit & Onboarding: Assist with credit reviews, facility changes and onboarding, including preparing proposals and tender submissions.
  • Organisation & Efficiency: Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues.
  • Collaboration & Insight: Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments.

Why Lloyds Banking Group

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.

What you'll need

We’re looking for someone who’s proactive, organised, and passionate about delivering great client outcomes. Ideally, you’ll bring:

  • Minimum 2 years experience in a customer-facing role within financial services
  • Strong organisational and time management skills
  • Confidence in building and maintaining relationships
  • Clear written and verbal communication skills
  •  A proactive mindset and willingness to learn
  •  Awareness of risk and how to manage it effectively

Desirable, but not essential:

  • Experience in Business & Commercial Banking
  • Proficient in using systems such as CRW, PEGA and Co-Pilot

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 
  • 28 days’ holiday, with bank holidays on top 
  • A range of wellbeing initiatives and generous parental leave policies  

Ready to make an impact? Apply today.  

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.

Skills Required

  • Minimum 2 years experience in a customer-facing role within financial services
  • Strong organisational and time management skills
  • Confidence in building and maintaining relationships
  • Clear written and verbal communication skills
  • A proactive mindset and willingness to learn
  • Awareness of risk and how to manage it effectively
  • Experience in Business & Commercial Banking
  • Proficient in using systems such as CRW, PEGA and Co-Pilot
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
60,287 Employees

What We Do

Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good. We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs. The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

Similar Jobs

Optum Logo Optum

Legal Counsel

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Remote or Hybrid
United Kingdom
160000 Employees

Datadog Logo Datadog

Senior Sales Engineer

Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
4 Locations
6500 Employees

Samsara Logo Samsara

Senior Security Engineer

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
UK
4000 Employees

Immersive Logo Immersive

Operations Specialist

Enterprise Web • HR Tech • Information Technology • Software • Cybersecurity
Remote or Hybrid
United Kingdom
330 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account