Job Title: Branch Lead Community
Branch Leads are key influencers and coordinators of business objectives, ensuring efficient delivery of day-to-day branch operations within a regulatory compliant framework.
Key Responsibilities:
* Plan, coordinate and optimize branch activities on a daily basis to maximize capacity and productivity.
* Supervise and manage a team of individuals undertaking CF3 & CF4 roles, advising on products and/or arranging financial services for customers.
* Coach colleagues to embed key learnings, including collaborative customer conversations, enhanced customer engagement, and education on all available channels.
* Drive management of business development, lead generation, and cross-sales personally and across the team.
* Provide exceptional customer service and advise customers throughout their product/financial needs journey.
* Collaborate with Senior Financial Consultants, SME Managers, and Territory Sales Managers.