BPL - Relationship Support Executive in Sunderland

Provide administrative, operational, and analytical support to the sales team, ensuring smooth sales processes, maintenance of customer relationships, and contribution to the overall success of the sales function.

Essential Skills / Basic Qualifications

• Proven track record of delivering service excellence within technical or operational environments.
• Exceptional problem‑solving skills with a passion for resolving complex customer challenges.
• Excellent verbal and written communication, with the ability to present confidently and translate complex information into clear, simple messages for customers.
• Demonstrated understanding of the payments industry and its key processes.
• Proficient in Microsoft Office and related IT systems.

Desired Skills / Preferred Qualifications

• Previous experience in payments or customer support roles, ideally within a financial services environment.
• Good understanding of payments products, including both issuing and acquiring.
• Experience in portfolio management, with the ability to prioritise and manage multiple client relationships effectively.

Accountabilities

• Provision of support to sales teams through the maintenance and preparation of sales reports and customer databases, the creation of marketing collateral such as product brochures, and relationship‑manage initiatives with key clients.
• Preparation of sales proposals, presentations, and contracts for potential clients.
• Management of customer information and enquiry/issue resolutions, including the tracking of customer interactions and accurate maintenance of customer records.
• Coordination with various internal departments, such as operations, legal, and compliance, to ensure smooth execution of sales processes and timely delivery of products or services to customers.
• Analysis of sales data to support the identification of trends, tracking of sales performance, and provision of insights to the sales team for strategic decision‑making.
• Market research for identification of potential leads, target markets, and competitive intelligence to support sales strategies and initiatives.

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.
• For an individual contributor, they develop technical expertise in their 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 or procedure appropriately.
• Take responsibility for embedding new policies or 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 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 the function, alongside knowledge of the organisation’s 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 or sensitive information.
• Act as a contact point for stakeholders outside of the immediate function, while building a network of contacts outside the team and external to the organisation.

Values and Mindset

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.