Relationship Director

Barclays

9d•Onsite

About The Position

Join us at Barclays as a Relationship Director working within the Mid Corporate team. As a Relationship Director you will be responsible for managing a specific portfolio of clients. You will be developing income and ensuring high levels of client satisfaction from this portfolio through creating deep, multi-stakeholder relationships with both existing and new contacts whilst ensuring effective risk management.

Requirements

You should already have some experience in being part of or had led deal teams to deliver client transactions, products or services.
Influential and professional personal and written skills and client presence with the ability to call, meet and negotiate with clients as the point of contact.
Requires a good working knowledge of corporate banking products and services including those linked to debt, cash management, card payments, trade & working capital and FX solutions being particularly relevant to your role.
Credit skills and debt finance – has risk accreditation L1 or 2 or at a minimum a demonstrable financial understanding of business with the ability to undertake L2 within 6 months.
Has a broad understanding/knowledge of the local area within Staffordshire, Wolverhampton, and Shrewsbury.

Nice To Haves

Established or existing account management and business development skills and achievements.
Debt finance appraisal skills directly relevant to Corporate Banking.
Familiarity with running events and/or client entertainment with senior guests.
An energetic self-developer. Eager to learn & take personal responsibility for own development.
Being customer centric with a deep understanding of internal & external markets, able to present customer propositions that match market demands and expectations.
Excellent prioritisation & planning skills. Forward planning & pace to every task ensuring delivery before deadlines set.
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.

Responsibilities

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
Provision of guidance to clients to support their financial decisions, risk management and wealth management strategies and updates on market trends to ensure a positive and continuous relationship.
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.
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.
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.
If 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.
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
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.
Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
Demonstrate the Barclays Mindset – to Empower, Challenge and Drive.
Developing income and ensuring high levels of client satisfaction from this portfolio through creating deep, multi-stakeholder relationships with both existing and new contacts whilst ensuring effective risk management.