This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Join Barclays as a Transaction Banking Account Manager. At Barclays, our vision is clear –to redefine the future of banking and help craft innovative solutions. The Transaction Banking Account Manager will be responsible for ensuring client related activity is completely in a timely manner for all PFL Products (Payment, FX, Liquidity) Client activity includes, but is not limited to, managing product requests onto the Transaction Banking product suite, ensuring client pricing aligns with agreed terms, monitoring and refresh of client profiles as required, and working closely with internal stakeholders such as Transaction Banking Sales Specialists, Client Service, Onboarding/Implementation, and Relationship Directors/Associate Bankers.
Job Responsibility:
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
Requirements:
Transaction Banking Cash Product and Services
Understanding of end-to-end client and product onboarding
Experience in client facing roles & managing a portfolio of clients
Nice to have:
Financial Services experience
Ability to work independently on assigned tasks in a timely manner, proactively engaging internal stakeholders, and comfortable with escalating issues appropriately
Salesforce, Outlook, Microsoft Suite (Word, Excel, PowerPoint)