Join us in the role of Client Onboarding Specialist, where you will ensure a seamless transition for new customers, enhancing their experience and satisfaction by providing personalized support and guidance while ensuring compliance with the risk management framework. You will communicate with new clients to understand their needs and goals, develop onboarding plans tailored to individual requirements, and coordinate with internal teams to meet all client needs. The role also involves monitoring client satisfaction and feedback to improve the onboarding process, providing training on using sales finance systems, and completing ledger switches online within the risk management framework.
Essential skills:
* Confident communicator willing to challenge behaviors and drive innovation.
* Strong technical skills and commercial acumen.
* Stakeholder management abilities.
* Proactive issue resolution skills.
* Cross-collaboration to improve efficiencies.
Desired skills:
* Strong interpersonal skills and confidence in engaging with internal partners.
* Desire for continuous learning.
* Discretion handling confidential and sensitive information.
Location options:
* Snowhill, Snow Hill Queensway, Birmingham
* Churchill Place, Canary Wharf, London
* Mosley Street, Manchester
Purpose of the role:
To generate revenue and promote the bank's Trade & Working Capital products to diverse customer segments.
Accountabilities include:
* Identifying potential customers and analyzing market trends.
* Creating detailed profiles of target segments.
* Managing relationships through high-quality support.
* Understanding and communicating product features, benefits, and risks.
* Developing sales pitches and proposals.
* Gathering customer feedback to inform strategies.
* Monitoring sales performance metrics.
Assistant Vice President Expectations:
* Influencing decision-making and contributing to policy development.
* Leading or guiding teams in complex tasks.
* Demonstrating leadership behaviors to foster an excellent environment.
* Providing advice on complex issues and mitigating risks.
* Managing risks and strengthening controls.
* Engaging in complex data analysis and communicating sensitive information.
* Influencing stakeholders to achieve outcomes.
All colleagues are expected to embody Barclays' values of Respect, Integrity, Service, Excellence, and Stewardship, along with the Barclays Mindset of Empower, Challenge, and Drive.
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