Transaction Banking Account Manager

Job Description

Purpose of the role: To establish and nurture profitable partnerships with both corporate and individual clients. It serves as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

• Manage client relationships by identifying financial goals, challenges, and risk tolerance to support analysis of data from investment portfolios, cash flow, and other sources.
• Identify trends, insights, areas for improvement and additional services through data analysis.
• Research and understand industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customized solutions that address specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communicate the value proposition, justify recommendations, and negotiate terms beneficial for both client and bank.
• Provide guidance on investment advice, risk management, wealth management strategies, and market updates to support client decisions.
• Assess financial, legal, and operational risks; implement measures to minimize potential losses.
• Document all client interactions, transactions, and agreements to ensure transparency and auditability; communicate findings to support product development and overall strategy.
• Monitor client satisfaction, revenue, and other metrics to evaluate effectiveness of relationship management.

Analyst Expectations

• Perform prescribed activities timely and consistently to high standards, driving continuous improvement.
• Demonstrate in‑depth technical knowledge and experience within the area of expertise.
• Lead and supervise a team, guiding professional development and coordinating resources (if leadership responsibilities exist).
• If not leading, develop technical expertise as advisor within work area.
• Collaborate with other functions and business areas; take responsibility for end results of operational processing.
• Escalate policy breaches appropriately; embed new policies and procedures due to risk mitigation.
• Advise and influence decision‑making; manage risk and strengthen controls within owned or contributed work.
• Deliver work in line with relevant rules, regulations, and codes of conduct.
• Maintain understanding of how sub‑function integrates with broader function and products.
• Make evaluative judgments based on factual analysis; resolve problems and select solutions using technical experience.
• Guide and persuade team members; communicate complex or sensitive information.
• Act as contact point for external stakeholders and build a network outside the immediate team.
• Demonstrate Barclays values and mindset in all interactions.

Role Overview

You will be a Transaction Banking Account Manager responsible for ensuring client‑related activities for all PFL products (Payment, FX, Liquidity) are completed timely. This includes managing product requests, ensuring pricing alignment, monitoring and refreshing client profiles, and collaborating with stakeholders such as Transaction Banking Sales Specialists, Client Service, Onboarding/Implementation, and Relationship Directors/Associate Bankers.

Qualifications

• Experience in transaction banking cash products and services.
• Understanding of end‑to‑end client and product onboarding.
• Client‑facing experience and portfolio management of clients.
• Financial services experience is highly valued.
• Ability to work independently, proactively engage stakeholders, and appropriately manage escalations.
• Proficiency with Salesforce, Outlook, and Microsoft Office (Word, Excel, PowerPoint).

Location

Paris, France.

Compliance

Role is a Controlled Function under the Central Bank of Ireland Fitness and Probity Regulations; may require mandatory regulatory qualifications or meeting internal benchmarks.