TWC Client Onboarding Specialist

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 personalised support and guidance while ensuring we meet the risk management framework. In this role, you will also communicate with new clients to understand their specific needs and goals, develop and implement onboarding plans tailored to individual client requirements, and coordinate with internal teams to ensure all client needs are met. The role also focuses on monitoring client satisfaction and feedback to improve the onboarding process, providing training and support to clients on using the sales finance systems, and completing ledger switches online within the risk management framework.

Essential skills:

• Confident communicator who is willing to challenge behaviours and ways of working, drive innovation, and pioneer new ideas.
• Strong technical skills and commercial acumen.
• Stakeholder management.
• Ability to identify and resolve potential issues proactively.
• Cross-collaboration to seek and drive efficiencies.

Desired skills:

• Strong interpersonal skills and confidence in engaging with internal partners, with the ability to build and establish new relationships.
• Demonstrated desire for continued learning.
• Discretion and ability to handle confidential, sensitive, and legally privileged information.

This role can be based at the following locations:

1 Snowhill, Snow Hill Queensway, Birmingham

1 Churchill Place, Canary Wharf, London

51 Mosley Street, Manchester

Purpose of the role:

To generate revenue and promote the bank's diverse Trade & Working Capital 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 requirements, needs, 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, responding to queries, resolving issues, gaining customer trust, and understanding their financial goals and challenges.
• Understanding of the features, benefits, risks, and compliance requirements of various Trade & Working Capital products and services offered. Communicating these 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 beneficial terms.
• Collection and analysis of customer feedback on products, services, and overall experience to support report development that informs 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.

Assistant Vice President Expectations:

• To advise and influence decision-making, contribute to policy development, and collaborate closely with other functions/business divisions.
• Lead a team performing complex tasks, using professional knowledge to deliver impactful work. Set objectives, coach employees, appraise performance, and determine rewards.
• If in a leadership role, demonstrate leadership behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others.
• For individual contributors, lead collaborative assignments, guide team members, and identify new directions for projects.
• Consult on complex issues, support risk mitigation, and develop new policies/procedures.
• Manage risk, strengthen controls, and understand how different areas contribute to organizational objectives.
• Engage in complex data analysis, communicate complex or sensitive information, and influence stakeholders to achieve outcomes.

All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset: Empower, Challenge, and Drive.