Randstad Sourceright

**Contract position**

Overall purpose of role

To provide full secretarial support and be the Committee Scheduler in Banking Capital Markets.

Key Accountabilities

 Provide a high level of administrative support to investment banking teams (8+ people)

 Schedule and coordinate meetings/events, maintain busy appointment calendars.

 Answer, screen, and route telephone calls; respond to inquiries from internal and external clients and

liaise with senior level individuals throughout the Firm.

 Create, maintain, and access files.

 Act as back up for other assistants in the office

 Handle correspondence, including drafting replies and composing letters and memos.

 Arrange and coordinate travel schedules and reservations, including flights, hotels, ground

transportation, etc.

 Prepare and track expenses

 Use independent judgment to achieve defined results, e.g. screen and route telephone calls and

manage heavy scheduling, with minimum guidance

 Handle special projects as they arise.

Decision-making and Problem Solving

 Calendar management

 Working within the policy ensuring guidelines are followed when booking travel

 Ensuring all Compliance approvals met for any bankers Cross Border travel

 Ensuring all Compliance approvals met for all client entertainment

 Expenses – ensure corp cards are expensed within the deadlines and no past dues recorded

Desirable skills/Preferred Qualifications:

 High energy level.

 Positive attitude.

 Ability to work well under pressure in a fast-paced, demanding environment.

•  Flexible; adaptable; team player.

Randstad Sourceright

About Existing Customer Revenue Management

The Existing Customer Revenue Management is responsible for driving long-term customer satisfaction and sustainable financial returns from our customer base by leveraging insights and data to optimize customer engagement across the full lifecycle, identification and removal of friction in customer interactions as well as fast and flawless delivery of world-class marketing communications to prospective and existing customers.

Overall purpose of role

The Existing Customer Revenue Management team is accountable for delivering significant financial and customer benefit from programs made available for our cards customers. The ECM Program Lead is responsible for developing and maintain share of wallet strategy, forecasts, tracking, reporting and associated processes to ensure achievement of ECM PBT goals. This role works across core programs to identify opportunities to grow profitability with our existing customers.

Key Accountabilities

o Develop and own share of wallet strategy, KPIs, tracking, customer and treatment segmentation

o Develop and maintain portfolio reporting and work with Credit Data & Analytics (CDA) and ECM teams

o Develop and maintain forecasting process for core ECM programs

o Manage financial planning process for ECM including MTP process and quarterly RAF handoff

o Develop and maintain ECM growth initiatives plan, governance, meeting cadence and tracking

o Manage monthly reporting needs across ECM

Stakeholder Management and Leadership

o Coordinate program tracking with CDA and CRO teams

o Build collaborative working relationships across a number of functional teams across the organization including Existing Customer Revenue Management, Partnership, Decision Science, CRO and Finance to facilitate the accomplishment of program goals

o Actively solicit input and advice from diverse perspectives and share ownership and visibility of successes

Decision-making and Problem Solving

o Manage multiple projects simultaneously and shift priorities accordingly to meet business needs

o Use personal knowledge, skills and abilities to find innovative solutions for new or existing problems

o Evaluate opportunities, considering risk and impact to the organization and take ownership for choosing course of action

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Essential Skills/Basic Qualifications:

o Bachelor’s Degree

o 5+ years experience in credit card industry

o 5+ years Project management experience

Desirable skills/Preferred Qualifications:

o Strong organizational skills – must maintain accurate project records, complying with all control and regulatory requirements

o Time management skills – must be able to manage workload independently in order to hit all deadlines, and appropriately communicate any risks

o Expertise in quantitative / financial P&L analysis preferred

o A results-oriented person who brings closure to issues through assertiveness and persistence

o Strong entrepreneurial skills, i.e. ability to handle varied responsibilities and drive success with limited resources in a matrixed organization

o A results-oriented person who brings closure to issues through assertiveness and persistence

o Innovative, collaborative problem solver who can take an idea from conception through execution

o Strong written and verbal communicator with the ability to clearly convey thoughts and opinions in a variety of forums including presentations to senior management and interactions with colleagues

Randstad Sourceright

About Existing Customer Revenue Management

The Existing Customer Revenue Management (ECRM) Team is responsible for driving long-term customer satisfaction and sustainable financial returns from our customer base by leveraging insights and data to optimize customer engagement across the full lifecycle, identification and removal of friction in customer interactions as well as fast and flawless delivery of world-class marketing communications to prospective and existing customers.

­­­­­­­­­­­­­­­­­­Overall purpose of role

As Existing Customer Revenue Management Marketing Lead (AVP) you will be accountable for maximizing sales, balance growth and profitability of existing customers through the execution of CRM programs, including but not limited to Retention, Rate Sale, Change in Terms, Pricing and Line Management Initiatives.

Key responsibilities include marketing, relationship management, marketing agency management, and providing input into strategies related to all aspects of Customer Revenue Management. In addition, the candidate selected for the role will be responsible for budget management, optimizing performance of existing customer accounts, and managing effectiveness of marketing strategies. The ECM Marketing Lead (AVP) will work directly with internal stakeholders such as Marketing, Strategic Analytics, Customer Experience, Finance, Legal and Compliance, Technology and Operations.

Key Accountabilities

· Responsible for execution of Customer Revenue Management strategies and leading CRM/Tech related initiatives to achieve growth targets

· This role has a direct relationship with internal partners and is required to build and maintain strong, positive relationships with key stakeholders across functional teams.

· Develop knowledge and understanding of portfolio/project risks and dependencies to be able to assess the impact of issues and make useful recommendations to stakeholders

· Drive and own development of PowerPoint presentations for monthly updates, leadership updates

· Identify competitive trends in marketing strategies and marketing landscape. Develop strategies to address gaps.

· Participate in CRM strategy development and make recommendations to enhance customer experience and improve execution efficiency

· Ensure regulatory/conduct/compliance requirements are met for all marketing offers

· Balance many competing objectives and work with both internal and external teams to ensure effective communication amongst all parties

Stakeholder Management and Leadership

The role requires daily interaction with program management team including a cross-section of internal departments such as Finance, Strategic Analytics, Controls, Legal, Compliance, Marketing and Partnership to manage key product initiatives and marketing campaign design.

Decision-making and Problem Solving

The ECM Marketing Lead (AVP) should have experience leading marketing efforts across channels and customer segments, leading multiple simultaneous projects, understanding key drivers of customer engagement and driving marketing strategies across existing customer channels.

In addition the candidate will be required to work independently to drive portfolio development. This candidate will require consensus building, financial business planning, and alignment with the strategic direction of the bank. A candidate for this position should have a detailed understanding of the portfolio P&L, and extensive understanding of existing marketing programs, in addition to other portfolio programs.

Strong analytical skills are required. The candidate will be required to be accountable for the program P&L and underlying account behaviors and have the ability to diagnose drivers that positively or negatively influence program performance and profitability. Value proposition, marketing strategy, and risk/pricing changes may be required to optimize performance. The candidate will need to review, analyze, recommend and implement approved changes to ensure sound investment decisioning and program growth.

Risk and Control Objective [This section is mandatory for all role profiles and must not be deleted]

Take ownership for managing risk and strengthening controls in relation to the work you do

Person Specification

Personal attributes essential to performing role including competencies, expertise, knowledge, and experience.

Essential Skills/Basic Qualifications:

· Proven track record of marketing execution and project management

· Bachelor’s degree required (Business related field)

· 5+ years’ experience working in a marketing organization and credit card banking industry

Desirable skills/Preferred Qualifications:

· Strong oral and written communication skills

· Strong attention to detail

· Proven ability to manage multiple projects simultaneously

Randstad Sourceright