Customer Banking Agent

Banking Agent - Lloyds Banking Group (LBG)

OTE Salary: £30,032

Hours

Monday–Saturday (rota basis). The first 8 weeks of training are a critical phase, and we encourage avoiding annual leave during this period. Any leave requests from week 9 to week 22 can be considered, subject to business approval.

This will be a 6 week rotation and there is no option to choose a fixed shift line.

About The Role

We’re looking for motivated, collections Banking Agents to join Lloyds Banking Group. In this role, you’ll play a vital part in supporting customers who may be experiencing vulnerability or financial difficulty. You’ll provide clear, compliant, and empathetic support, ensuring customers receive fair outcomes and feel understood at every stage of their journey. By listening carefully, identifying individual needs, and applying appropriate support measures, you’ll help customers make informed decisions about their finances.

Job Title

Customer Banking Agent

Job Description

What You’ll Be Doing

• Supporting customers with a wide range of banking collections queries, including those who may be in vulnerable or challenging circumstances
• Providing clear, accurate, and professional guidance, tailored to individual customer needs
• Identifying signs of vulnerability and taking appropriate action to ensure customers receive the right support
• Handling customer complaints with care and professionalism, taking ownership to investigate issues thoroughly and resolve them fairly and effectively
• Accurately recording customer interactions, actions, and decisions across multiple banking systems to ensure consistency, auditability, and quality outcomes
• Using systems and processes confidently to support decision making and ensure the right outcome is delivered first time
• Offering suitable solutions while balancing customer wellbeing with regulatory and risk requirements
• Working collaboratively within a supportive, high performing team to deliver positive outcomes
• Developing your understanding of vulnerability, financial wellbeing, and banking products through ongoing learning and training

What We’re Looking For

• Strong communication and active listening skills, with the ability to engage sensitively with customers who may be vulnerable or experiencing financial difficulty
• A genuine commitment to delivering fair, respectful, and supportive customer outcomes
• The ability to work confidently within regulated processes, policies, and vulnerability guidelines
• Confidence using systems and technology to accurately record information and support customer needs
• A positive, resilient attitude with a willingness to learn and continuously develop your skills and knowledge
• A strong commitment to the role, including reliable attendance and punctuality, recognising the importance of consistent customer support and actively engaging in your own development journey through training, coaching, and learning opportunities
• Someone who is prepared to be coached, open to feedback, and comfortable with accountability to continuously improve performance and outcomes

Previous banking or contact centre experience is beneficial but not essential – full training will be provided , including support around identifying vulnerability and delivering appropriate customer care.

Career Progression & Development

Role

At LBG, your development matters. We are proud of our strong internal progression culture , with around 20% of colleagues currently on a progression plan into roles such as:

• Coach
• Trainer
• Subject Matter Expert (SME)
• Team Manager

You’ll be supported with structured learning, on‑the‑job coaching, and clear pathways to help you reach your career goals.

What You’ll Get

• On‑Target Earnings (OTE) of up to £30,032, including performance‑related bonuses in the first 12 months
• Guaranteed base salary of £27,032
• Up to £3,000 available through a range of bonus schemes
• Structured training programme with ongoing learning and development support
• Clear progression opportunities across multiple career pathways
• A supportive, inclusive team environment within a trusted UK banking organisation
• A meaningful role where your work genuinely makes a difference to customers’ lives
• The opportunity to work from home once you have successfully completed the training programme (approximately 22 weeks). You will be required to work full‑time in the office until this point.

Location

Preston, United Kingdom

Time Type

Full time

Contract Type

Permanent

#J-18808-Ljbffr