Transaction Banking Account Manager

Barclays; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Transaction Banking Account Manager to join their dynamic team in New York. This role focuses on enhancing client relationships and ensuring timely completion of client-related activities. You will manage onboarding processes, collaborate with internal stakeholders, and drive positive client experiences. The ideal candidate will possess strong financial services experience, proficiency in Salesforce and Microsoft Office, and the ability to work independently. Join this forward-thinking organization to make a significant impact on the future of banking and client satisfaction.

Qualifications

• Experience in Financial Services with strong client management skills.
• Proficient in Salesforce and Microsoft Office Suite for task management.

Responsibilities

• Manage onboarding requests and ensure client pricing aligns with terms.
• Support Relationship Directors in maximizing client experience.

Skills

Financial Services experience

Ability to work independently

Salesforce

Microsoft Outlook

Microsoft Suite (Word, Excel, PowerPoint)

Tools

Salesforce

Microsoft Office Suite

Job description

Join Barclays as a Transaction Banking Account Manager. At Barclays, our vision is clear – to redefine the future of banking and help craft innovative solutions. The Transaction Banking Account Manager will be responsible for ensuring client related activity is completed in a timely manner. Client activity includes, but is not limited to, managing onboarding requests onto the Transaction Banking product suite, ensuring client pricing aligns with agreed terms, monitoring and refreshing client profiles as required, and working closely with internal stakeholders such as Transaction Banking Sales Specialists, Client Service, Onboarding/Implementation, and Relationship Directors/Associate Bankers.

To be successful as a Transaction Banking Account Manager, you should have:

• Financial Services experience
• Ability to work independently on assigned tasks in a timely manner, proactively engaging internal stakeholders, and comfortable with escalating issues appropriately
• Salesforce, Outlook, Microsoft Suite (Word, Excel, PowerPoint)

Some other highly valued skills may include:

• Transaction Banking Cash Product and Services
• Understanding of end-to-end client and product onboarding
• Experience in client-facing roles

This role is located in New York.

Purpose of the role

To support Relationship Directors with the growth of their portfolio, maximizing the clients' overall experience by striving to be consistently excellent in all they do.

Accountabilities

• Following, improving, and strengthening controls wherever possible, working collaboratively with Relationship Directors to proactively identify and manage risk.
• Relationship management with Product and Group Partners and act as a conduit for the portfolio. Deliver Products and Services to meet the needs of our clients and balance both short- and long-term considerations.
• Provision of support to Relationship Managers/Directors, such as supporting client contact strategy, Annual Reviews, and the maintenance of client account plans.
• Provision of service to clients to drive positive Savanta scores, ensuring servicing activity is directed to the appropriate contact point, championing self-serve and digital adoption.
• Participation in internal training programs and workshops to develop their knowledge of banking products, financial analysis, and relationship management skills.
• Development and maintenance of industry knowledge dependent on portfolio purity, supporting team industry initiatives.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard, consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise.
• Thorough understanding of the underlying principles and concepts within the area of expertise.
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• 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 develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies/procedure appropriately.
• Take responsibility for embedding new policies/procedures adopted due to risk mitigation.
• Advise and influence decision-making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulations, and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organization's products, services, and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex/sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside the team and external to the organization.

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.