Open Account Client Manager – Transaction Banking

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We support flexible working – click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

Job Title: Open Account Client Manager – Transaction Banking

Location: London

Salary: Competitive package available

Hours: Full time

Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our London office.

About The Role

As an Open Account Client Manager within Transaction Banking, you'll be responsible for managing and growing relationships with existing clients across our open account product suite, including Supply Chain Finance (SCF) and Receivables Purchase (RP) and Invoice Finance solutions. You'll play a pivotal role in supporting programme growth, driving supplier engagement, and ensuring an exceptional client experience for a diverse portfolio of corporate clients.

This role is critical to driving revenue growth and strengthening client relationships and requires a blend of product knowledge, client management, and stakeholder engagement skills. You'll work closely with Product, Sales, Implementation, Trade Services, and Structuring teams to deliver seamless solutions and support for both buyers and suppliers, ranging from large corporates to SMEs.

This is a great time to join a newly formed team and play an active role in its design and build as we strengthen our capabilities and drive for growth

What you'll be doing

Client Relationship Management

• Build a deep understanding of each client's business, sector, and supply chain challenges.
• Conduct regular meetings with clients to review programme performance, identify growth opportunities, and ensure satisfaction.
• Support clients with materials, training, and supplier onboarding, including joining supplier meetings to drive uptake and engagement.

Programme Growth & Support

• Identify and review additional supplier opportunities for Supply Chain Finance programmes.
• Collaborate with the Distribution team to secure additional capacity for expanding programmes.
• Engage with Implementation to ensure a smooth handover of newly onboarded programmes.
• Monitor the performance of receivables purchase facilities, including usage levels, concentration risks, and overdue receivables.
• Maintain accurate management information (MI) on client activity, facility usage, and revenue contribution.

Stakeholder Engagement

• Provide regular updates to Product, Sales, Coverage, and Credit colleagues, including leading quarterly reviews.
• Gather and relay client feedback to the Trade Product team to inform product enhancements and development.
• Organise, manage, and analyse client feedback to drive continuous improvement.

What you'll need

Essential:

• Strong client-centric mindset with a passion for delivering exceptional service.
• Experience with open account products, particularly Supply Chain Finance (SCF), Receivables Purchase (RP), and Invoice Finance (IF).
• Ability to quickly learn and understand platform functionality and digital tools.
• Excellent communication skills, able to convey complex information simply and adjust messaging for diverse audiences (from large buyers to small suppliers).
• Proven stakeholder management skills, able to collaborate across multiple teams.
• Strong project management and organisational skills, able to manage multiple priorities.
• Proficiency in Microsoft Office, especially for preparing presentations and reports.

Desirable:

• Experience with propensity analysis for Supply Chain Finance.
• Understanding of market developments and regulatory landscape in transaction banking.
• Confidence to propose and challenge recommendations to clients in partnership with front-line teams.
• Experience in analysing client win/loss feedback and driving actionable insights.

About working for us

You'll enjoy our dedication to your ongoing personal and professional development. We'll help you perform at your best today, so you can fulfil all your potential in the future.

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups.

We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.

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

• 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.
• 30 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.