Job Purpose
Generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Accountabilities / Responsibilities
* 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 demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
* Manage relationships with potential and existing customers, providing high‑quality support, responding to queries, resolving issues, and building customer trust.
* Understand features, benefits, risks, and compliance requirements of banking products and communicate insights clearly to customers.
* Develop compelling sales pitches and proposals that showcase the bank's value proposition and negotiate terms beneficial for both client and bank.
* Collect and analyze customer feedback on products and services, producing reports that communicate key findings to stakeholders.
* Monitor lead conversion rates, acquisition costs, and other metrics to assess sales performance and identify areas for improvement.
Role Focus – Cash Management Specialist
Play a key role in delivering cash management, liquidity, and FX solutions to large corporate clients. Support Barclays’ ambition to be a market leader by providing integrated treasury solutions and working closely with Corporate Banking Coverage teams.
Responsibilities include:
* Deliver a consultative sales approach to structure and sell complex cash, liquidity, and FX management solutions.
* Advise clients on managing currency exposure, optimising cross‑border flows, and implementing FX hedging strategies alongside liquidity structures.
* Drive new business acquisition while protecting and growing existing revenue streams.
* Build and maintain strong relationships with key clients and stakeholders, including senior treasury professionals.
* Collaborate with internal teams (FX Sales, Trading, Product) to tailor holistic solutions integrating cash management and FX capabilities.
* Identify cross‑sell opportunities across cash, liquidity, and FX products and contribute to innovative transaction banking solutions.
Qualifications and Experience
* Expertise in cash management, industry products, market trends, and client needs.
* Proven sales experience in client‑facing roles with a consultative approach.
* Strong track record in developing new client relationships and influencing senior stakeholders.
* Knowledge of currency markets, pricing, spreads, and volatility drivers for Foreign Exchange.
Desirable Skills & Certifications
* ACI Dealing Certificate / ACI Diploma (Global FX standard)
* CFA (Chartered Financial Analyst)
* ACT (Association of Corporate Treasurers) – Certificate in Treasury, Diploma in Treasury Management
Additional Requirements
* Experience in risk and controls, change and transformation, business acumen, strategic thinking, digital and technology.
Location
Based in Belfast.
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