Transaction Banking Sales Director - Financial Institutions, North America

Lloyds Banking Group • New York, NY

4d • Onsite

About The Position

Lloyds Banking Group is seeking a Transaction Banking Sales Director to join its Transaction Banking Solutions team in New York. This senior, client-facing role focuses on trade finance and working capital solutions for Financial Institutions in North America. The successful candidate will help shape client strategy with Financial Institutions Coverage Bankers, drive revenue growth, and expand Lloyds’ transaction banking business in the region. The role is supported by team members who help manage the existing book of business and by management.

The position represents Lloyds with clients and industry stakeholders, develops relationships with banks, insurance companies, and asset managers, and leads discussions on trade finance and working capital solutions. It also involves originating new business, managing deals from start to finish, negotiating facility terms and pricing, securing credit approvals, and working with coverage, credit, operations, and legal colleagues. The role reports to the Head of Transaction Banking Solutions for North America and includes leadership and mentoring responsibilities for VP-level and junior colleagues.

Lloyds North America is part of Lloyds Banking Group, a UK-headquartered retail and commercial bank. From its New York office, Lloyds serves corporate and institutional clients with banking, lending, trade finance, working capital, debt capital, and financial markets services.

Requirements

• At least 8 years of experience in Transaction Banking in a sales, origination, or coverage role focused on financial institutions.
• A 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 approach 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, with domestic and occasional UK travel.
• Develop and use 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 support timely transaction execution.
• Work with internal teams, including coverage, credit, operations, and legal.
• 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 team colleagues.
• Manage personal meeting and travel schedules.

Benefits

• Medical, dental, and vision plans, including 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior