Branch Lead Community

Responsibilities:

• Plan and coordinate Branch activities on a daily basis, to optimise branch capacity and efficiencies.
• Supervise and manage a team individuals undertaking CF3 & CF4 roles that are advising on products and/or arranging a financial service for customers of the Bank.
• Coach Branch Colleagues to ensure the key learnings of Blackbelt are embedded, including; collaborative customer conversations, enhanced customer engagement and education of customers on all channels available to meet their needs.
• 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.

Essential Requirements: 

• 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.
• Deep knowledge and understanding of PTSB 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.