• Meet revenue targets as discussed and agreed with the Relationship Manager and Unit Head.
• Maintain Relationship Plans for all customers in the portfolio assigned by the Relationship Manager such that contact with customers is prioritized.
• Carry out annual and if appropriate, interim reviews of customers borrowing facilities
• Conduct annual and if appropriate, interim reviews with non-borrowing customers
• Deal with and find solutions to customer complaints
• Determine the products that are most effective in meeting customers’ needs and be able to sell these at short notice both reactively and proactively.
• Research, create and follow up a target list for potential new business.
• Develop and maintain own contacts with individuals within customers’ organisation.
• Act as the focal point of contact with customers on day to day relationship issues.
• Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.
• Assist with development of and revisions to Customer Relationship Plan.
• Proactively manage level of customer service and satisfaction.
• Develop and maintain links with local business community and support Relationship Manager in same activity e.g. K.B.I.s.
• Conduct research to identify potential new customers and maintain database of potential customers.
• Arrange and undertake product presentations where appropriate.
• Develop and maintain contacts with specialists in other branch sectors and other areas of the Group.
• Monitor leads and co-ordinate information for the Relationship Manager on overall portfolio.

• Act as the main liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.
• Collate customer produced financial information.
• Analyse historic and projected financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with Relationship Manager.
• Assist with creation of Credit Applications.
• Prepare facility letters and co-ordinate execution of documentation and drawdown of facilities.
• Offer technical input and undertake research for Relationship Manager in connection with proposed security and liaise to arrange preparation and execution of security documentation.
• Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.
• Significantly contribute to environment of mutual support by sharing knowledge with other team members

• Work with Relationship managers to ensure KYC and other control requirements are met within portfolio of customers by following up on all required documentation and ensuring that it is filed
• Review refer list and other risk reports and provide feedback on action required
• Ensure compliance to Barclays Corporate Banking policies and procedures

• Deputize for the Relationship Manager where required
• Provide leave cover for RM and fellow ARM as required.

• The applicant must hold an A-level Certificate or equivalent with good pass in Mathematics or English
• Past experience working in a banking environment
• Undertaking or having completed A.C.I.B. examinations would be an advantage
• Customer Service Toolkit (1 and 2) is highly preferred
• Highly proficient in use of internal computer systems
• Good working knowledge of branch based products and services frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability including features, tariff/pricing and availability.
• Knowledge of Internal instructions/procedures
• The roles and responsibilities of other members of the Relationship Team.
• Products and services offered by other areas of the Barclays Group which are frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability.
• The Bank’s service standards.
• Good knowledge and understanding of the roles and responsibilities of individual based in other areas of the Barclays Group who could typically have some involvement with the customer base.
• Awareness of legislation affecting the Bank and customers.
• Certain products, processes or issues to act as ‘Team Expert’ in areas which complement detailed knowledge of other team members.
• Skills in meeting customers’ needs
• Skills in managing relationships
• Communication skills
• Self confidence
• Excellent analytical thinking
• Sound Judgment/decision making capability
• Thoroughness
• High personal initiative
• Active listening
• High team ethic
• Basic keyboard skills.

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