Job Description

Overview

About the role

This individual will work closely with Relationship Managers covering clients with specific sector needs and assist Relationship Managers in client relationship management, origination and execution across a diverse set of corporate banking product areas. This person will also take on a client set for coverage responsibility and client ownership.

The opportunity

This position is in the CIC department covering the North American Banks & Specialty Finance sectors and reporting to the Head of Banks and NBFI, North America. Schedule and time permitting, there will be an option to cover other sectors as the employee grows into the role.

Responsibilities

What you’ll be doing –

• Helping to generate ideas and cross-selling opportunities for existing and prospective clients
• Developing relationship and transaction marketing materials
• Working on the Credit, Capital, Legal, KYC, Cross Border, and documentation aspects of transaction execution. Regarding Capital, take full ownership of transaction ROI modelling
• Liaising with partners in coverage, products, credit, risk and compliance to service day-to-day client needs and ensure adherence to regulatory requirements and internal processes
• Conducting sector research and strategy papers for new client and new sector expansion opportunities
• Track client income and performance for Sr. Management requests
• Participate in bespoke opportunities, including: junior talent recruitment, diversity & inclusion network, responsible & ethical business practices, etc.

Qualifications

What you’ll bring -

Education and experience required:

• Undergraduate degree with coursework in Finance or Economics preferred
• 4 -6 years of prior investment/corporate banking/credit experience. Strong internship experience will be valued
• Well-versed with financial modelling and financial analysis
• Solid understanding of banking products, including capital and financial markets, credit, risk management, debt and corporate finance advisory.
• Series 63 and 79 required (within 120 days of being in role)

Key skills and knowledge required:

• Ability to work in an open environment with demonstrated team player attributes
• Strong work ethic, motivation, detail orientated and a passion for excellence
• Ability to excel in both team and self-directed settings
• Effective written and oral communication
• Proficient analytical skills

Why Lloyds

Lloyds North America forms an integral part of Lloyds Banking Group, a leading UK‑based financial services group focused primarily on retail and commercial customer. We have operated in North America for over 100 years, delivering a client‑focused approach to large Corporate and Institutional clients with strong links to the UK.

From our New York office, we provide a comprehensive range of core banking products, including lending, trade finance, and working capital solutions, alongside debt capital and financial markets services through our U.S. broker‑dealer, Lloyds Securities Inc.

Our commitment to inclusion

At Lloyds, diversity and inclusion are core to who we are. We are committed to attracting, retaining, and developing the best talent and creating a culture where every colleague feels included, valued, and empowered to be their best.

Lloyds values diversity across all backgrounds and experiences and encourages our colleagues to bring their whole self to work. We provide equal employment opportunities to all applicants and employees in accordance with applicable law.

Reasonable Accommodations for Qualified Individuals with Disabilities During the Application Process Lloyds North America is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you have a disability and require a reasonable accommodation in order to participate in the application process, our scheduling team can assist if you are selected to interview.

Our benefits

We also offer a wide‑ranging benefits package, which includes:

• Comprehensive health coverage with multiple medical plan options, including an HSA‑eligible plan with company contributions , plus dental, vision, and 24/7 virtual care
• Strong financial benefits including a 401(k) with company match and discretionary contribution , company‑paid life insurance, and short‑and long‑term disability coverage
• Family and life support such as paid family leave, backup child and elder care, employee assistance programs, and identity theft protection
• Wellness and lifestyle benefits including fitness programs, gym reimbursement options, pet insurance, and group legal services
• Ongoing training, development, mentoring, and networking opportunities
• Opportunities to give back through volunteering and fundraising initiatives

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

Annual Salary Range: $190,000-$230,000

Professional Certifications / Licenses Required: Series 63 and 79

Job Tags

Similar Jobs