Client Service Executive
Overall purpose of role:
•Work closely with Relationship Team focusing on the delivery of high quality service to a wide range of Corporate Banking clients.
•Point of contact (email and telephone) for servicing needs of Corporate banking clients
•Become a trusted reference point for both internal and external clients
•Generate leads to support sales activity within the team
•Provide expert support and advice to clients and colleagues
•Adhere to operational rigour and compliance principles
•Record and maintain an accurate customer contact history using bank systems
•Respond to servicing requests received from clients, as well as those from other business areas and third parties.
•Provide world-class service through excellent client servicing, transactional processing and identification of needs.
•Act as an experienced point of contact for technical and procedural queries
•Actively identify opportunities for clients to transfer their servicing needs to more efficient and cost effective self
•Ensure the effective and efficient implementation of new products.
•Work closely with the rest of the team providing mutual support by training, coaching and sharing of knowledge
and best practices
•Deliver a personalised telephone and email service to clients and stakeholders
•Capture and record client information during calls to develop understanding of their needs.
•Be aware of direct competitor activity, products and servicing channels
•Overcome client’s objections, record and manage complaints in accordance with agreed group procedures
•Service clients in line with current processes to ensure requests are actioned right first time
•Continually adhere to current procedures and guidelines
•Take responsibility for keeping self up to date with relevant compliance and rigour issues affecting the role.
•Undertake all necessary compliance testing
•Maintain accurate records, adhering to data protection principles
Barclays is a British universal bank. They are diversified by business, by different types of customers and clients, and by geography. Their businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by their service company which provides technology, operations and functional services across the Group.
We are an equal opportunity employer and we are opposed to discrimination on any grounds.
Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.
Everything Barclays does is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Their values inform the foundations of their relationships with customers, clients, employees and contractors.
Barclays aims to foster a culture where individuals of all backgrounds feel confident in being themselves, feel included and empowered to add value.