Transaction Banking Sales Director - Financial Institutions, North America
About The Position
Lloyds Banking Group is seeking a commercially driven, client-facing Transaction Banking Sales Director to join its Transaction Banking Solutions team in New York. The role focuses on providing trade finance and working capital solutions to financial institutions across North America and helping shape client strategy in partnership with Financial Institutions Group Coverage Bankers. The successful candidate will drive revenue growth and expand Lloyds’ transaction banking presence in the region, with support from team members and management in managing the existing book of business. The position involves developing client relationships, leading discussions about trade finance and working capital solutions, originating new business, and managing deals from initial discussion through execution. The role also includes representing Lloyds at client meetings and industry events, negotiating trade facility terms, recommending pricing, securing credit approvals, and mentoring colleagues. The position reports directly to the Head of Transaction Banking Solutions for North America and requires frequent travel across North America and occasional travel to the UK.
Requirements
- At least 8 years of experience in Transaction Banking in a sales, origination, or coverage role focused on financial institutions.
- Consistent track record of providing solutions for financial institutions, including banks, insurance companies, and/or asset managers.
- Strong relationship-building, influencing, and stakeholder-management skills.
- Strong work ethic, drive, and motivation to build a business and help clients.
- Problem-solving demeanor and ability to find solutions without fuss.
- Comfort working in a fast-paced, collaborative, open-floor environment.
- Proficiency with standard business tools, including PowerPoint, Excel, Word, Outlook, and Teams.
- Bachelor’s degree or equivalent experience, or higher.
- Willingness and ability to travel frequently across North America and occasionally to the UK.
Nice To Haves
- Professional certifications.
Responsibilities
- Represent Lloyds at client meetings, industry events, and conferences, including domestic events and occasional UK travel.
- Develop and leverage relationships with banks, insurance companies, and asset managers to expand the transaction banking product suite.
- Lead client and prospect discussions on trade finance and working capital finance solutions.
- Collaborate with colleagues to solve problems and deliver for clients.
- Lead outreach and new business development opportunities.
- Communicate product features, benefits, and structural details clearly to client decision-makers and internal partners.
- Act as deal captain and manage the end-to-end deal process to ensure timely transaction execution.
- Work with coverage, credit, operations, and legal colleagues.
- Negotiate trade facility terms and conditions, recommend product pricing, secure credit approvals, and complete deals within approved parameters.
- Provide leadership, support, and mentoring to VP-level and junior colleagues.
- Manage personal meeting and travel schedules.
Benefits
- Medical, dental, vision, and HSA-eligible health plans with company contributions.
- 401(k) with company match and discretionary contributions.
- Company-paid life insurance and disability coverage.
- Paid family leave, backup care, and employee assistance programs.
- Wellness, fitness, legal, and lifestyle benefits.
- Ongoing learning, mentoring, and professional development opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
