Cash Management Specialist Manager

Join as a Cash Sales Specialist Manager within the Global Specialist Cash Sales Team. You will play a key role in delivering innovative cash management and liquidity solutions to Non-Bank Financial Institution (NBFI) clients, establishing Barclays as a market leader in cash management, and aligning with the Corporate Bank Coverage teams.

Responsibilities

• Deliver a consultative sales approach, sharing best practices and advice through the sale of complex cash management and liquidity solutions.
• Achieve cash income targets by acquiring new business and protecting income from potential competitors.
• Build and maintain strong customer relationships with clients such as Insurance and potentially Funds Managers through effective client planning, ensuring revenue generation and securing our wallet share.
• Develop new bank client relationships, requiring tailored and competitive pricing and bespoke integration with our customer’s systems, while presenting to and influencing senior Treasury and Operations professionals.
• Actively cross-sell Transaction Banking and the wider Corporate Bank by introducing/referring clients where appropriate to other product areas to maximize group returns.
• Assist in developing innovative Cash Management solutions for the Insurance & Funds sectors by collaborating with our Product team and Coverage partners.
• Promote and actively drive the Cash Management agenda to the client base as well as across the bank.
• Regularly meet with Relationship Directors across the assigned portfolio of clients, discussing business development opportunities from existing engagements.

You may be assessed on key critical skills relevant for success in the 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

The purpose of this role is to generate revenue and promote the bank's diverse product and service offerings to various customer segments.

Accountabilities

• Identify potential customers, analyze their needs and preferences, and stay abreast of emerging market trends and competitor strategies.
• Create detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
• Manage relationships with potential and existing customers through high-quality support, responding to queries and resolving issues, gaining customer trust, and understanding their financial goals and challenges.
• Gain an understanding of the features, benefits, risks, and compliance requirements of various banking products and services, communicating insights clearly to potential customers to address their financial needs.
• Develop compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiate terms beneficial for both the client and the bank.
• Collect and analyze customer feedback on various products, services, and overall experience to support the development of reports that communicate key findings to relevant stakeholders, informing product development and sales strategies.
• Monitor lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.

Vice President Expectations

• Contribute to 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, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes. Lead specialists to influence departmental operations in alignment with strategic and tactical priorities.
• For an individual contributor, serve as a subject matter expert within their discipline to guide technical direction. Lead collaborative, multi-year assignments, guiding team members, and providing information affecting long-term profits, organizational 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, supporting the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls related to the team’s work.
• Demonstrate comprehensive understanding of organization functions to contribute to the business's goals.
• Collaborate with other work areas and business-aligned support areas to stay informed about business activity and strategies.
• Create solutions based on sophisticated analytical thought by comparing and selecting complex alternatives.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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