The Company:
Our client is one of Ireland's leading retail and SME banks. Their focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.
Your Role:
As a branch lead, you will lead, coordinate and control the efficient delivery of business objectives and the day to day branch operations in a regulatory compliant manner in addition to actively seeking new business opportunities. This role has a hybrid approach to how it functions, you will need to agree, implement and review a plan to extend the reach of your Branch with activities to source new business opportunities, and increase new customer acquisition. You will be required to build and embed a culture of change and drive the success of the Bank's ambition to become Ireland's best personal and business bank through the promotion of our Blackbelt and our Omni-channel model. You will embed an appropriate tone and culture to ensure that all Risk and Conduct requirements are fully adhered to ensuring fair customer outcomes. This will include leading, managing and motivating your team to ensure the Branch is meeting our customer needs. The role involves developing your team to support our targeted Customer Segmentation strategy, promotional activities and new business opportunities to increase new customer acquisition whilst maintaining strong relationships with existing customers. You will seek ways to source and grow regulatory compliant sales and cross sales activity in line with business requirements. The role will also require you to build and maintain relationships with key partners including supporting the Territory Sales Managers, Small, Medium Enterprise Managers, Mobile Mortgage Managers and Senior Field Based Consultants.
Your Team:
Direct Reports - 2 - 4 colleagues
Your team will be responsible for seeking out new business opportunities in the local area and engaging with our existing customers, guiding them and providing them with a world-class customer experience. You will work collaboratively with your team to identify new and exciting opportunities within the local community in order to increase the presence of the bank within your locality. You will work together with your team to enhance our customer experience and develop the teams' capabilities through our Omni-Channel model.
Your Responsibilities:
- Plan and coordinate Branch activities every day, to optimise branch capacity and efficiencies.
- Coach Branch colleagues to ensure the key learnings of Blackbelt are embedded, including; enhanced customer engagement and education of customers on all channels available to meet their needs.
- Drive Business Development activity within your branch and local community, to attract, retain and grow our key customer cohorts and maximise opportunities.
- Develop key local introducer relationships with local solicitors, accountants, estate agents and employers.
- Measure the success of business development activities and pivot and change to adopt plans that proved the greatest success.
- Actively manage the risk and control agenda so that all standards are met including the successful completion of BRQ, to ensure that risk is minimised and work is completed in a regulatory compliant manner.
- Ensure security of Lap-top, Bank assets, and Customer Data policy is met.
- Ensure the team fully understands their impact on compliance, and embed the term 'right first' time, recognising good compliant performance. Lead by example.
- Understand and promote the customer segmentation ethos.
- Optimise the various sales support tools and channels (e.g. activity management, 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.
- Create an environment of learning through supporting the development and performance of staff within the team.
- Celebrate success and address under performance in a timely and effective manner, by providing regular performance feedback in a constructive way, showing sensitivity to others and conducting regular documented performance reviews, identifying and resolving issues affecting individuals progress.
- Ensure the management and adjudication of complaints is operated within your branch in accordance with Group Policy and Procedure. Adjudicate on escalated complaints from those reporting to you.
- Take ownership for decisions within the team and facilitate engagement of others in the decision making process.
- Act promptly when decisions are needed and use sound and insightful judgement using logical and relevant information.
Requirements:
- Full Valid Driver's Licence
- Qualified Financial Advisor - recognised qualification to permit the discussion of product information and provide advice to customers i.e. QFA.
- 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. Deep knowledge and understanding of the bank's products and services. Competitor knowledge and market awareness.
- 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.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
