Transaction Banking Sales Director - Financial Institutions, North America

Overview

 

Transaction Banking Sales Director -  Financial Institutions, North America

New York, NY | Annual Salary ( $250,000 -$300,000)

The Opportunity

Lloyds Banking Group is seeking a Transaction Banking Sales Director – Financial Institutions to join our growing Transaction Banking Solutions team in New York. This is a senior, client‑facing role for a commercially driven team player with a successful track record in providing trade finance and working capital solutions for Financial Institutions in North America.

 

Reporting directly to the Head of Transaction Banking Solutions for North America, you will play a key role in shaping client strategy in partnership with Coverage Bankers in the Financial Institutions Group, driving revenue growth, and expanding Lloyds’ transaction banking footprint in the region. This is a unique opportunity to join high performing, collaborative, and globally connected team where you will be able to combine existing product and market experience with an entrepreneurial mindset. In the role you will be supported by other team members when it comes to managing the existing book of business, as well as by management to give you full opportunity to succeed and contribute to the team

 

What You’ll Do

• Represent Lloyds at client meetings, industry events, and conferences (domestic and occasional UK travel)
• Develop and leverage your relationship network with banks, insurance companies and asset managers to further the roll out of the transaction banking product suite
• Lead client and prospect discussions on a full range of trade finance and working capital finance solutions
• Collaborate with colleagues and problem solve to deliver for the client
• Pro-actively lead in outreach and new business development opportunities
• Communicate product features, benefits and structural details in a clear, concise and relevant manner to assist and guide decision makers working for our clients and internal partners
• Act as deal captain and manage the end-to-end deal process to ensure timely transaction execution
• Work closely with internal team members, including coverage, credit, operations and legal
• Negotiate terms and conditions of trade facilities, recommend product pricing, secure credit approvals and complete deals within approved parameters
• Provide leadership, support and mentoring for colleagues in the team at the VP and junior level
• Manage your own meeting and travel schedule

 

What You’ll Bring

• Strong work ethic, drive and motivation to build a business and help clients
• 8+ years’ experience in Transaction Banking in a sales, origination, or coverage role focused on financial institutions
• Consistent track record providing solutions for financial institutions (across banks, insurance companies and asset managers, or a subset thereof)
• Strong relationship‑building, influencing, and stakeholder-management skills
• Problem solving demeanor, ability to find solutions without fuss
• Comfortable working in a fast‑paced, collaborative, open‑floor environment
• Sophisticated proficiency with standard business tools (PowerPoint, Excel, Word, Outlook, Teams)
• Bachelor’s degree or equivalent experience (or higher); professional certifications a plus
• Willingness and ability to travel across North America frequently and occasionally to the UK

 

Why Lloyds

Lloyds North America forms an integral part of Lloyds Banking Group, a leading UK Headquartered retail and commercial bank with more than 30 million customers globally.  We have been operating in North America for over 100 years, providing a client-focused approach for Corporate and Institutional clients.

 

From our New York office, we provide a comprehensive range of core banking products, including lending, trade finance, and working capital solutions, alongside debt capital and financial markets services through our U.S. broker‑dealer, Lloyds Securities Inc.

 

Our commitment to inclusion

At Lloyds, diversity and inclusion are core to who we are. We are committed to attracting, retaining, and developing the best talent and creating a culture where every colleague feels included, valued, and empowered to be their best.

 

Lloyds values diversity across all backgrounds and experiences and encourages our colleagues to bring their whole self to work. We provide equal employment opportunities to all applicants and employees in accordance with applicable law.

 

Reasonable Accommodations for Qualified Individuals with Disabilities During the Application ProcessLloyds North America is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you have a disability and require a reasonable accommodation in order to participate in the application process, please contact our Human Resources Dept at: [email protected]

 

Our benefits

We offer a comprehensive and competitive benefits package, including:

·         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

 

This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose.

 

Annual Salary Range: $250,000 -$300,000