AVP, Financial Institutions Group, Cash Management Sales Associate

Barclays•New York, NY

1d•$105,000 - $160,000•Hybrid

About The Position

The AVP, Financial Institutions Group, Cash Management Sales Associate generates revenue and promotes the bank’s products and services to customer segments. The role covers various Financial Institutions Group client portfolios and works alongside Senior VPs and Directors throughout the sales cycle, serving large U.S. multinational clients, including Fortune 500 companies. It is part of a growing team covering the United States and focused on strong client relationships. Occasional travel is required. The position involves identifying prospective customers and understanding their needs, preferences, financial habits, and pain points; building and maintaining client relationships; explaining banking products and their features, benefits, risks, enhancements, and regulatory requirements; developing sales pitches and proposals; negotiating terms; gathering and analyzing customer feedback; and monitoring sales performance metrics. At the Assistant Vice President level, the role also contributes to decision-making, policy development, operational effectiveness, risk management, and controls. Depending on whether the role has people leadership responsibilities or is an individual-contributor position, it may involve leading and coaching a team or guiding collaborative assignments. The role requires working across functions, analyzing information from multiple sources, communicating complex information, and influencing stakeholders. Colleagues are expected to demonstrate Barclays Values and Mindset.

Requirements

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.

Nice To Haves

Transaction Banking experience.
Understanding of pricing theory for the Cash Management product set.
Comfort working in an international banking environment.

Responsibilities

Identify potential customers, analyze their needs and preferences, and monitor market trends and competitor strategies.
Develop detailed profiles of target customer segments to tailor sales approaches and product recommendations.
Manage prospective and existing client relationships by providing high-quality support, responding to queries, resolving issues, and understanding clients’ financial goals and challenges.
Understand and communicate the features, benefits, risks, enhancements, compliance requirements, and regulatory requirements of banking products and services.
Develop sales pitches and proposals that demonstrate the value of the bank’s offerings, convert leads into customers, and negotiate mutually beneficial terms.
Collect and analyze customer feedback and prepare reports for relevant stakeholders to inform product development and sales strategies.
Monitor lead conversion rates, customer acquisition costs, and other sales metrics to evaluate performance and identify improvements.
Take part in the full sales cycle for Financial Institutions Group client portfolios, working with Senior VPs and Directors and covering large U.S. multinational clients.
Contribute to decision-making, policy development, and operational effectiveness, collaborating with other functions and business divisions.
Lead and coach a team or, as an individual contributor, lead collaborative assignments and guide team members through structured work.
Consult on complex issues and advise People Leaders on escalated issues.
Identify ways to mitigate risk, develop policies and procedures supporting governance, and take ownership of risk management and controls.
Analyze complex data from internal and external sources to solve problems and communicate complex information to stakeholders.
Influence stakeholders to achieve outcomes and collaborate with other areas to support business activity and strategy.
Travel occasionally as required.