AVP - Client Relationship Manager

Barclays•New York, NY

2d•$105,000 - $160,000•Onsite

About The Position

To generate revenue and promote the bank's diverse Trade & Working Capital product and service offerings to various customer segments. The Assistant Vice President (AVP) - Client Relationship Manager will build long-term, strategic client relationships, ensure high levels of client satisfaction, and maintain great retention rates. This role will drive the professional development of the team and foster a positive culture, ensure teams understand their responsibilities, and align efforts with organizational priorities.

Requirements

Experience with overseeing client transaction performance, identifying opportunities to increase credit utilization, and addressing overdue invoices.
Experience supporting revenue growth through cross-selling, upselling, and identifying new opportunities within the trade and working capital portfolio.
Experience ensuring digital tools enhance client satisfaction and improve business outcomes by streamlining operations.
Risk and controls
Change and transformation
Business acumen
Strategic thinking
Digital and technology
Job-specific technical skills
Barclays Values of Respect, Integrity, Service, Excellence and Stewardship
Barclays Mindset – to Empower, Challenge and Drive

Nice To Haves

Digital implementation of Trade360 or similar platforms
Overseeing of product demonstrations and training sessions
Collaborating with legal and operations teams to update documents and ensure compliance
Experience handling major escalations impacting client retention

Responsibilities

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, 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 Trade & Working Capital products and services offered.
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.
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.
Lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
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.
Influence or convince stakeholders to achieve outcomes.
Overseeing client transaction performance, identifying opportunities to increase credit utilization, and addressing overdue invoices.
Supporting revenue growth through cross-selling, upselling, and identifying new opportunities within the trade and working capital portfolio.
Ensuring digital tools enhance client satisfaction and improve business outcomes by streamlining operations.
Digital implementation of Trade360 or similar platforms and overseeing of product demonstrations and training sessions.
Collaborating with legal and operations teams to update documents and ensure compliance.
Experience handling major escalations impacting client retention.