Client Onboarding Specialist

Barclays

Client Onboarding Specialist generating revenue and managing customer relations for bank's Trade & Working Capital products. Tailoring customer onboarding and ensuring satisfaction through personalized support.

Posted 7/29/2026full-timeBirmingham • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales acumen with over 5 years of experience in client onboarding and relationship management, focusing on Trade & Working Capital products. Proficient in developing sales strategies and proposals while effectively engaging stakeholders and resolving issues proactively.

Highest-signal resume keywords

Sales ExperienceClient OnboardingStakeholder ManagementLead Conversion MonitoringInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Interpersonal SkillsConfidence in EngagementProactive Issue Resolution

Industry Keywords

Trade ProductsWorking CapitalRevenue GenerationSales PerformanceCustomer Needs Analysis

About the role

Key responsibilities & impact

Generate revenue and promote the bank's Trade & Working Capital product offerings
Identify potential customers and analyse their needs
Manage relationships with potential and existing customers
Develop compelling sales pitches and proposals
Monitor lead conversion rates and sales performance

Requirements

What you’ll need

5+ years of experience in sales or client onboarding
Solid technical skills and commercial acumen
Excellent interpersonal skills and confidence in engaging with internal partners
Stakeholder management capabilities
Ability to identify and resolve potential issues proactively

Benefits

Comp & perks

Health insurance
Paid time off
Professional development opportunities