Cash and Payments Sales Specialist - Financial Institutions and Non-Bank Financial Institutions, VP

Barclays • New York, NY

2d • Onsite

About The Position

The purpose of the role is to generate revenue and promote the bank's diverse product and service offerings to various customer segments within the Financial Institution and non-Bank Financial Institution portfolio. The specialist will focus on the delivery of multi-layered payments and liquidity solutions across domestic and international markets. This role requires close collaboration with Corporate Bankers and Investment Bankers to engage clients and integrate treasury products into broader relationship strategies. The ideal candidate will thrive in growth-minded, high-impact conversations, translating sophisticated financial needs into actionable treasury solutions that drive value and deepen client partnerships.

Requirements

• Selling payments and liquidity solutions, including cash concentration, pooling, and cross-border capabilities.
• Understanding of treasury and trade services (TTS) or corporate banking frameworks, with ability to tailor solutions to client needs.
• Demonstrated success in client-facing roles, mentoring senior relationships and navigating highly detailed organizational structures.
• Ability to work cross-functionally with Corporate and Investment Bankers to identify opportunities and layer in treasury products.
• Deep knowledge of domestic and international cash governance regulations, trends, and technologies.
• 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

• Experience selling to the expressed sector clients and/or familiarity with their treasury operations and needs.
• Background in financial institutions, with a consultative sales approach.
• Remarkable communication and presentation skills, with the ability to simplify multi-faceted solutions for diverse audiences.
• Collaboration and stakeholder guidance skills across internal teams and external clients.
• High degree of adaptability, and strategic thinking in a fast-paced, growth-minded, client-driven environment.
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
• They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
• 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 be a subject matter expert within own discipline and will guide technical direction.
• They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
• They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

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 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.
• Contribute or set strategy, drive requirements and make recommendations for change.
• Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
• Lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives.
• In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
• Specializing in the delivery of multi-layered payments and liquidity solutions across domestic and international markets.
• Work closely with Corporate Bankers and Investment Bankers to engage Barclays’ clients and seamlessly integrate treasury products into broader relationship strategies.
• Translate sophisticated financial needs into actionable treasury solutions that drive value and deepen client partnerships.
• Selling payments and liquidity solutions, including cash concentration, pooling, and cross-border capabilities.
• Tailor solutions to client needs.
• Work cross-functionally with Corporate and Investment Bankers to identify opportunities and layer in treasury products.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed