Join as a Cash Management Specialist within the UK Cash Sales Team, where you will play a key role in delivering innovative cash management, liquidity, and Foreign Exchange (FX) solutions to large corporate clients. You will support Barclays’ ambition to be a market leader in cash management by providing integrated treasury solutions and working in close alignment with Corporate Banking Coverage teams.
You will, but are not limited to, delivering a consultative sales approach to structure and sell complex cash, liquidity, and FX management solutions. This includes advising clients on managing currency exposure, optimising cross-border flows, and implementing effective FX hedging strategies alongside liquidity structures. You will be responsible for driving new business acquisition while protecting and growing existing revenue streams.
You’ll build and maintain strong relationships with key clients and stakeholders, including senior treasury professionals, partnering closely to understand their funding, liquidity, and currency risk needs. Collaboration with internal teams – including FX Sales, Trading, and Product – will be critical to tailoring holistic solutions that integrate cash management and FX capabilities.
The role also involves proactively identifying cross-sell opportunities across cash, liquidity, and FX products, and contributing to the development of innovative transaction banking solutions that enhance the client experience and reinforce Barclays’ position in the market.
Purpose of the role
To generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Responsibilities
* 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.
Qualifications
* Expertise in cash management, with strong knowledge of industry products, market trends, and evolving client needs.
* Proven sales experience
* Experience in client-facing roles, with a consultative approach to structuring and delivering tailored solutions.
* A strong track record in developing new client relationships, with confidence presenting to and influencing senior stakeholders.
* Knowledge of currency markets, pricing, spreads, and volatility drivers for Foreign Exchange.
Desirable Skills
* ACI Dealing Certificate / ACI Diploma (Global FX standard)
* CFA (Chartered Financial Analyst) – strong markets knowledge
* ACT (Association of Corporate Treasurers) – especially:
o Certificate in Treasury
o Diploma in Treasury Management
This role is based in Belfast.
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