Job Descriptions

•  Plan and coordinate Branch activities on a daily basis, 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 the management of business development, lead generation and cross sales across the team, ensuring clear visibility on branch and individual performance, empowering colleagues to contribute in order to maximise sales within the branch.
• Work closely and build relationships with Field Based Sales Consultants, SME Managers and Territory Sales Managers.

• Qualified Financial Advisor, recognised qualification to permit the discussion of product information and provide advice to customers i.e. QFA, APA in both Loans and Savings & Investments or Grandfathered (where appropriate)
• 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.

Skills

• Interpersonal Skills
• Proficient in MS Office

Experience

• 1 year