Client Services Team Leader

The role holder’s core accountabilities will include the following:

• Responsible for the management and development of 2-10 Client Services Executives (CSEs), who in turn each support the business by servicing the complex needs of UHNW clients through multiple channels.  These Services include payment handling, digital enablement and general client service requests.
• Strategic management of resource is key to ensure the provision of excellent client and Banker support to facilitate revenue production.
• Managing the call centre and ensuring client requests are handled in a timely manner.
• Accountable for supporting delivery of key business projects, through collaborating with stakeholders across the PB business whilst effectively managing competing priorities. Driving business agenda during daily activities.
• Supervisory responsibilities for ensuring adherence to MAS Regulation for payment procedures, including payment assessment and approvals.
• Role holder has the responsibility to ensure their team, and those in their wider sphere of influence, who are often of a more senior grade, meet strict project deadlines which are regulatory, risk and control or commercially driven.
• Maintain a high standard of productivity within the Team through the active management of the CSE population, in line with their KPIs. Responsible for performance management and grading of team members.
• Acts as a point of escalation for a vast array of issues, and wide ranging unique scenarios that require a strong analytical ability and deep understanding of various business units to reach an appropriate and dynamic solution for our UHNW clients.
• Hiring, embedding and overseeing the training and upskilling of CSEs to ensure their rapid integration into the team and transition to productivity.
• Maintains a deep understanding of the roles and processes of our functional partners, as well as the regulatory environment and the commercial objectives of the business. Uses this knowledge to ensure adherence to Business standards, identify procedural improvement opportunities and drive continuous improvement.
• Monitoring risk and controls to ensure there are no systemic breaches within the team and escalating to leadership where necessary.
• Responsible for active coaching, development and talent management of CSEs, whilst proactively contribution to the promotion of career progression opportunities across the PB business.
• Experience working with Payments networks such as SWIFT, PAIN and ISO 20022

You may be assessed on key critical skills relevant for success of the role including job-specific technical skills and interpersonal skills.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific, and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Purpose of the role

To lead and develop a highly engaged team, pioneering an omni channel experience to achieve consistently excellent customer outcomes. Build and maintain your team’s capability to deliver excellent customer outcomes through identifying, understanding, and meeting customer needs both internally and externally, using available tools and enablers to grow business performance. 

Accountabilities

• Customer service to create excellent customer satisfaction and positively influence NPS (Net Promoter Scores), act as an ambassador for Barclays externally and internally, creating connections and growth for customers.
• Identification and maintenance of active performance management standards across the team, communicating to and inspiring colleagues to be commercially minded, achieve goals and expectations, measure them frequently and honestly to ensure personal growth and support early identification and intervention where required.
• Day to day running of the business, using internal and external insights to develop an effective business plan, making evaluative judgments to support customers with their financial needs and drive long term sustainable revenue growth in your area.
• Market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.
• Cultivation of a resolution culture where leaders and colleagues are customer advocates and are empowered to deal with customer requests fairly at first point of contact.
• Creation of an empowering environment, bringing together and supporting a community of colleagues who care about Customers, Colleagues and Outcomes.
• Operational performance of allocated sites and surrounding touchpoints. Ensuring operational and risk frameworks are adhered to for all direct reports, including observations.
• Creation of a culture which enables focus on building deeper relationships with customers and contribute to the overall success of Barclays.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders 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.