Virtual Relationship Manager - Jersey, Guernsey or Isle of Man

Lloyds Banking Group•St Helier, WY

1d•Hybrid

About The Position

This role is for a Virtual Relationship Manager within the Consumer Lending & Relationships team, operating in a predominantly virtual capacity. The position involves proactively connecting with customers to understand their financial needs and aspirations. The goal is to develop expertise in retail products and services to provide clear information and options, helping customers make informed financial choices. The vision is to be available for customers during important moments, building positive relationships through digital channels for convenient support.

Requirements

A self-motivated individual with a genuine passion for customer service and growth.
Someone who thrives on proactive engagement and enjoys helping customers plan for their future.
Strong communication skills and the ability to build trusted relationships.
Demonstrate a genuine passion for putting customers first, building strong connections and understanding their needs, with a strong ability to listen, empathise, and build trust.
Take ownership of your diary, planning and prioritising customer engagement with purpose, seeking opportunities to support customers in moments that matter, aligning conversations to their financial goals and ensuring customers have the information they need to make informed decisions.
Develop a broad understanding of our product range and stay aware of the wider market environment to confidently support customers.
Work with rigor and integrity, managing competing priorities effectively while collaborating across teams to deliver the best outcomes for customers and colleagues.
Clear, confident, and empathetic communication—both written and verbal—is key, ensuring complex information is explained simply, helping customers feel informed and supported.
Inspire trust and confidence by role-modelling Lloyds Banking Group’s values and behaviours—putting customers first, keeping it simple, and making a difference, and through encouragement and teamwork, help create an inclusive, high-performing environment.

Nice To Haves

Experience in a Relationship Management role would be helpful.

Responsibilities

Proactively contact retail customers to explore their financial goals.
Deliver outstanding service that puts customers at the heart of everything you do.
Develop expertise in financial products and digital solutions to confidently support customers.