Virtual Relationship Manager - Jersey, Guernsey or Isle of Man
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 is ideal for individuals passionate about helping customers achieve their financial goals and making a difference when it matters most. The core vision is to be by the side of customers, building positive relationships through digital channels to provide easy and convenient support. Responsibilities include proactively connecting with customers to understand their financial needs and aspirations, developing expertise in retail products and services, and offering clear information and options to support informed choices.
Requirements
- Demonstrate a genuine passion for putting customers first, building strong connections and understanding their needs.
- Have a strong ability to listen, empathise, and build trust.
- Take ownership of your diary, planning and prioritising customer engagement with purpose.
- Seek 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.
- Possess clear, confident, and empathetic communication—both written and verbal—ensuring complex information is explained simply.
- Inspire trust and confidence by role-modelling Lloyds Banking Group’s values and behaviours—putting customers first, keeping it simple, and making a difference.
- 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.
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
