Location - Belmullet 5 Days Onsite About role - The role involves developing team, Customer Segmentation strategy, promotional activities and new business opportunities to increase new customer acquisition whilst maintaining a positive relationships with existing customers.
KRA - Drive the management of business development, lead generation and cross sales personally and across the team, ensuring clear visibility on branch and individual performance, empowering colleagues to contribute in order to maximise sales within the branch.
Provide excellent customer service and advise our customers throughout their product /financial needs journey.
Work closely and build relationships with Senior Financial Consultants, SME Managers and Territory Sales Managers.
Co-ordinate sales activity in the branch in collaboration with the territory team, led by the Territory Sales Manager.
Actively manage the risk and control agenda so that all standards are met including the successful completion of BRQ, to ensure that risk is minimized and work is completed in a regulatory compliant manner.
Ensure the team fully understand their impact on compliance, and embed the term 'right first' time, recognising good compliant performance.
Lead by example.
Proactively engage colleagues to deliver for our customers, new and existing to ensure we met our customers' needs while maintaining satisfaction and generating new business.
Understand and promote the customer segmentation ethos.
Optimise the various sales support tools and channels (e.g.
activity management, online mortgage portal, SMART calendar, CVM Campaigns etc.), to increase revenue for the business.
Ensure Branch team/s are fully compliant with industry standards and regulations at all times.
Requirements: Essential Full QFA with up-to-date CPD hours for the relevant CPD years.
Have a number of years' proven experience in retail finance sales and service ideally at Branch level.
Proven leader with an innate ability to motivate a sales team to deliver on objectives.
Knows how to approach business development and selling based on a track record of achievement in sales.
Excellent customer service and relationship management skills.
Proficient at Microsoft Office suite.
Skills: Branch Bank Branch lead