Job Description
Purpose of the role To generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Accountabilities 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.
Vice President Expectations
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalation breaches of policies/procedures. If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/ changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. 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 be a subject matter expert within own discipline and will guide technical direction. 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.
Corporate FX Sales Specialist
Join us as a Corporate FX Sales Specialist, where you will build client relationships, deliver FX market insight, and support growth in market share across the North of England.
You will engage with senior stakeholders, provide FX training, and work with Coverage teams to identify opportunities to improve client retention and wallet share.
This role offers exposure to a varied client base while developing expertise in FX markets and sales strategy.
Operating within a fast-paced and collaborative environment, you will manage the end-to-end sales process from initial engagement through to post-sale support, ensuring a consistent client experience.
You will analyse client trading patterns to identify opportunities, negotiate FX pricing in line with internal frameworks, and maintain awareness of competitor activity.
Alongside your client responsibilities, you will maintain a focus on risk and controls, ensuring all activity meets FCA and PRA regulatory requirements.
The role requires regular travel across the North of England.
To be successful in this role you will have:
- Experience or knowledge of Foreign Exchange within a sales environment
- Experience managing a customer portfolio and delivering commercial outcomes
- Numerical and financial literacy, with the ability to interpret client data and trading activity
- Experience using internal MI systems
Desirable skills include:
- Knowledge of FX products, dealing channels and trading activity
- Experience negotiating pricing within a structured framework
- Understanding of regulatory requirements within financial services
- Experience working with coverage or relationship teams
You may be assessed on key critical skills relevant for success in this role, including client focus, business acumen, stakeholder engagement, risk and controls, communication and technical expertise.
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
This role is based in Leeds / Manchester / Liverpool, with regular travel required across the North of England.
Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.
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