AVP, Financial Institutions Group, Cash Management Sales Associate

Barclays; New York (NY); On-site; USD 105,000 - 160,000; Full time

Job summary

Barclays is seeking an AVP, Financial Institutions Group, Cash Management Sales Associate in New York to cover diverse FIG client portfolios. You will work with Senior VPs and Directors across the full sales cycle, engaging large US multinational clients, including Fortune 500 entities, with travel as needed to strengthen client relationships.

The role emphasizes risk management, pricing dynamics, and deep product knowledge across cash management solutions, with a focus on delivering exceptional

Qualifications

• Experience working in a sales environment.
• Experience handling client coverage with a high level of service.
• Prior experience working with corporate banking cash management products, specifically origination.

Responsibilities

• Identify potential customers, analyze needs and market trends.
• Create detailed target profiles and tailor sales approaches.
• Manage relationships and provide high-quality customer support to build trust and meet financial goals.
• Understand product features, benefits, risks, and regulatory requirements of banking products.
• Develop compelling pitches and proposals to convert leads into clients and negotiate terms.
• Collect and analyze customer feedback to inform product development and sales strategy.
• Monitor lead conversion, customer acquisition costs, and other sales metrics.

Skills

Sales experience

Client coverage

Corporate banking cash management

Job description

Step into an exciting role as an AVP, Financial Institutions Group, Cash Management Sales Associate at Barclays. In this role, you will be covering various FIG client portfolios. Working alongside Senior VP’s and Directors, you will take part in the entire sales cycle and work closely with large US multinational clients that include fortune 500 companies. This is an exciting chance to join a growing team that covers the entire US and prides itself on great client relationships. Occasional travel will be required.

To be successful as an AVP, Financial Institutions Group, Cash Management Sales Associate, you should have:

• Experience working in a sales environment
• Experience handling client coverage with a high level of service
• Prior experience working with corporate banking cash management products, specifical origination

Some Other Highly Valued Skills May Include

• Transaction Banking experience preferred
• Understanding of pricing theory for the Cash Management product set
• Comfort working in an International Banking environment

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 located in New York, NY.

Minimum Salary: $105,000

Maximum Salary: $160,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.

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.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders 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.