Cash & Liquidity Specialist

Join us as a Cash Sales Specialist in our ICB Non-Bank Financial Institutions team within Barclays’ Global Transaction Banking business.

Global Transaction Banking works closely with the Corporate and Investment Bank, supporting clients with the critical aspects of their day-to-day business operations. We aspire to be the leading provider of digitally enabled working capital and transaction banking services to our clients, in the UK and Internationally. As a Global Transaction Banking specialist, you will be responsible for working across a range of payments products and services to support our Corporate Bank clients with their day-to-day banking needs.

As a Cash Sales Specialist you will work closely with Relationship Directors in International Corporate Banking Coverage to develop and grow an expanding portfolio of Insurance and Fund/Asset Management clients, many of which are among the world’s largest companies. Through the adoption of a consultative approach with clients, at each key stakeholder level (treasury, operations, technology), you will proactively sell a solution of market leading payments and liquidity solutions to UK domiciled entities, while working with colleagues in North America, Europe, Middle East and Asia to execute multi-region opportunities. Additionally, you will be required to identify opportunities for colleagues in other areas of Global Transactional Banking.

Essential Skills / Qualifications:-

• Strong understanding of payments and liquidity solutions

• Outstanding interpersonal and relationship building skills (both internally and with clients)

• Track record of sales management excellence, including the ability to deliver on sales and revenue targets

• Ability to effectively pitch business opportunities at Global Treasurer level

• Professional communication (written and verbal) skills

Desirable Skills / Qualifications:-

• Knowledge of the nuances of the Insurance, Asset / Funds Management and Private Equity sectors within the global economy

• Understanding of treasury management fundamentals, particularly as they relate to Cash Management, ERPs and TMS’s.

• Previous Transaction Banking sales experience

• Sales management disciplines

This role is based in London

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills

Purpose of the role

To generate revenue and promote the bank's diverse product and service offerings to various customer segments. 

Accountabilities

• Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
• Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
• Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
• Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
• Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
• Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
• Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.