Join us as an Onboarding Business Partner in our Private Banking team in Crown Dependencies
In this role, you'll act as the primary contact for all new account enquiries, and liaise between our clients and our Operations teams who are located in the Isle of Man and Chennai. You will undertake client visits to provide guidance on our onboarding journey and be responsible for driving up the quality of client submissions.
As part of this role you will also be responsible for supporting the Barclays Private Bank Relationship Management teams in attending client service reviews and client events to build relationships and support in gathering client verbatim to allow us to win business and drive up our NPS scores.
You will work in close collaboration with Relationship Managers , Operations and the relevant risk and compliance departments across the Barclays group.
Essential skills:
- Experience in Customer Due Diligence procedures and awareness of Financial Crime policy and procedures
- Being action oriented and organised with the ability to handle multiple tasks simultaneously, prioritise accordingly and remain calm under pressure
- Being self-motivated with the ability to work on your own initiative as well as part of a team
- Good social and influencing skills as well as being client service focused
Desirable skills:
- Previous experience of working in a trust/fund environment as well as solid corporate banking experience
- Detailed knowledge of the regulatory requirements covering money laundering and criminal activity
- Ability to demonstrate a logical and structured approach to achieving desired outcomes along with good written and oral communication and ability to communicate across all levels
- Ability to display high integrity and trust due to the sensitive nature of information handled.
You may be assessed on 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.
This role is based in Jersey.
Purpose
Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.
Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding,banking transactions, Investments, credit & digital solutions.
Work closely with Operations and other support functions to deliver positive outcomes for clients.
Accountabilities
Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience
Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.
Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities
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, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation 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 team and external to the organisation.
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.
