Trust Relationship Manager
Lloyds Banking Group
Trust Relationship Manager
£35800
Lloyds Banking Group, Leeds
- Full time
- Temporary
- Onsite working
Posted 5 days ago, 12 Sep | Get your application in now to be included in the first week's applications.
Closing date: Closing date not specified
job Ref: d69af4653a354a28905d79849298ff61
Full Job Description
- Proactive and reactive meetings with existing Trust customers in your set to answer, resolve and facilitate solutions for their needs.
- Continuous Relationship Management via regular contact with your set of Trust customers
- Working closely with and influencing key colleagues across the Group and external 3rd party partner providers such as Schroders Personal Wealth and Cazenove Capital to build positive relationships, collaborating with them to ensure a flawless approach to customer engagement and onboarding.
- Ownership of personal performance, demonstrating active development of your current and future needed skills
- Accountable for accurate and compliant use of all reporting tools with quality data input to systems that provide MI.
- Building up expertise and knowledge to maintain and develop your ongoing relationships with your customers across all areas of Lloyds Banking Group
Previous Relationship Manager experience expected from within the banking sector. - An understanding of the financial markets and industry
- Skilled at planning and prioritising work to meet commitments aligned with organisational goals.
- Customer and colleague management experience
- Analytical skills
- A generous pension contribution of up to 15%
- An annual bonus award, subject to Group performance
- Share schemes including free shares!
- Benefits you can adapt to your lifestyle, such as discounted shopping.
- 24 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Desirable :
STEP Qualification
Diversity is key to our success, and we're committed to building an environment where everyone can provide their best while developing their career whatever their background or thinking style.
As the UK's largest retail and commercial bank, Lloyds Banking Group has a footprint that touches nearly every household in Britain.
That gives us a big responsibility to support the UK economy, and we have a clear strategy of putting customers first to help achieve our vision of becoming the best bank for customers.
Private Banking, which is part of the Consumer Relationships Division, seeks to help customers to achieve their financial goals by constructing robust financial plans tailored to each customer's individual circumstances.
Lloyds Managed Trust Service have been managing trusts for over 100 years. Our services help to reduce the stress and burden that comes with managing a trust, which involves a growing number of legal and regulatory obligations.
As a professional trustee we make sure our customer needs and objectives are met from the Trust.
You'll work in line with the Groups flexibility works policy, and we'll need you to be able to work from our Abingdon Office in Oxfordshire.
To meet the needs of our customers, some travel may be required for this role., If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good.
A bank that's empowering its people to innovate, explore possibilities and grow with purpose.
About working for us
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.
We want everyone feel that they belong and can be their best, regardless of background, identity or culture.
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.
And it's why we especially welcome applications from under-represented groups.
We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.
We also offer a wide-ranging benefits package, which includes :
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.