Join us as a Cash & Liquidity Specialist in our Private Bank and Wealth Management team in Jersey.

You will support the Private Bank CDs (Crown Dependencies) teams within Private Bank as a cash and liquidity specialist. The Cash & Liquidity specialist is responsible for the delivery of specialist consultative advice and the provision of Cash Management, on-balance sheet Transactional & Liquidity solutions to our personal and non-personal client base. The purpose of the specific role is to work with the front office as well as clients to win, retain and optimise balance sheet deposits. You will focus on both gaining “New to Barclays” business, resulting in incremental income / profit, and increased wallet share from existing clients.

What you will be doing:

• Banking Distribution Support
  • Maintain accurate Pipeline/win/loss data set to be included in weekly MI
  • Prepare bespoke pricing Deal Forum and discretion cases, support with sanction expiry management, provide bankers with bespoke pricing letters
  • Support RMs/AEs with ad-hoc Banking queries
  • Support book reviews to proactively build pipeline, anticipate upcoming maturities, and optimize margin
  • First point of contact for Banking, bringing in the Product and Portfolio Teams as required for specific queries
  • As an expert in Banking you will be responsible for delivering updates to Sales and Team Meetings, as well as educating RMs and AEs on both proposition and technical training.
• Data Analysis to Drive Activity
  • Work pro-actively with bankers and use Salesforce/other data sources to identify pipeline deals and opportunities
  • Support the review and remediation of ‘back book’ bespoke pricing in the book
  • Drive and support client facing activity to grow deposits and banking revenue
• Stakeholder Management and Leadership
  • Respond in a timely fashion to all enquiries/requests for product information and/or changes
  • Perform analysis to identify optimisation and pipeline opportunities and quantify impact of these
  • Work collaboratively and pro-actively with the Banking Team and across the Private Bank with Team Leaders, RMs, and AEs to support delivery of the Banking plan
• Decision-making and Problem Solving
  • Perform analysis to identify opportunities for incremental balances and margin optimisation, and to drive activity
  • Support the review and remediation of ‘back book’ bespoke pricing in the book

Essential criteria:

• Previous sales experience
• Broad understanding of Banking and Banking products/solutions
• Results and commercially oriented but will have a clear view of the right balance between all aspects of the balanced scorecard i.e. clients, colleagues, conduct, company and citizenship
• Demonstrable experience managing relationships within and across a complex matrix organisation

Desirable criteria:

• Cash & liquidity management sales experience preferably with some exposure to dealing with clients
• Strong Microsoft Excel skills with the ability to extract, manipulate and interrogate data to identify opportunities
• Knowledge of balance sheet products, a technical understanding of pricing and worth of funds and be familiar with both operational and client servicing environments
• Strong communication and presentation skills with the ability to construct, present and deliver technical and product information to clients and/or internally to groups of Relationship Managers and Account Executives in a language that is relevant to the audience.
• Strong track record in working collaboratively with senior stakeholders.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Jersey.

Purpose

To act as a bridge between Product teams and clients, providing in-depth knowledge and support for a specific range of products.

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance

• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.

• Response to customer inquiries and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues,and provision of guidance on product usage.

• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.

• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.

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 escalate 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. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

• Manage and mitigate risks through assessment, in support of the control and governance agenda.

• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

• Adopt and include the outcomes of extensive research in problem solving processes.

• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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.