Bank Branch Consultant Job Dundee area,Scotland UK,Sales

Position: Bank Branch Consultant |

Our Client are seeking a dynamic Branch Supervisor to lead our branch operations and ensure profitability while driving sales growth. This role involves supervising subordinates, promoting our client’s banking products, and achieving sales targets.

Key Responsibilities:

Sales and Growth Achievement:

Drive sales by promoting and marketing the bank’s products.
Retain existing clients, acquire new ones, and reactivate dormant accounts.
Meet and exceed sales targets as set by management.

Sales

Activities:

Introduce and sell new products.
Engage in tele-sales, generate leads, and follow up on prospective clients.
Keep clients informed about the status of their loan applications.

Application Administration and Costs:

Accurately capture loan applications and verify documentation.
Ensure compliance with policies and procedures.
Explain loan application processes and terms to clients, ensuring clarity and understanding.

Branch Sales Focus:

Manage the branch’s Profit & Loss and budget.
Develop strategies for customer acquisition and retention.
Leverage bank products and technology to deepen customer relationships.
Execute market plans and work closely with the Trade Area Manager on marketing campaigns.
Maximize customer relationships across business lines.

Risk & Compliance Management:

Ensure compliance with all relevant regulations, laws, and internal policies.
Implement strategies to maintain operational integrity in the branch.
Manage cash, people, security, assets, and general operations to meet internal audit standards.
Ensure quality assurance, risk management, and compliance with FAIS regulations.

People Management and Development:

Train and develop branch staff, working with HR on recruitment and termination as needed.
Conduct performance evaluations and coaching to achieve sales excellence.
Promote a positive, energetic work environment that aligns with the bank’s vision and values.

Customer Service:

Build and maintain strong relationships with clients, providing expert advice and assistance.
Ensure clients are informed about the progress of their applications.
Exceed client expectations by delivering exceptional service.

Qualifications:

NQF 6 FSCA aligned qualification.
RE5 certification.

Experience:

5-10 years of management, oversight, or supervision experience in the financial services sector.
Full Representative in all Product Categories.

Technical

Skills:

Basic compliance and administrative skills.
Novice-level sales management skills.

Behavioural

Competencies:

Strong analytical skills and ability to handle pressure.
Effective leadership, planning, and organizational skills.
Excellent communication and persuasion abilities.

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