Senior Financial Consultant- Dublin/Kildare
Posted 7 days 22 hours ago by Permanent Tsb
Vacancy ID: 101210
PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape. Our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.
The purpose of this role is to seek out new business opportunities and grow new customer acquisition while maintaining key customer relationships in a compliant manner. You will identify and present a range of products to a portfolio of external customers to meet their needs, work collaboratively with the territory team, provide training and coaching, and manage the Affinity Scheme relationship. The majority of your time will be spent covering agreed territories, representing the face of the organisation, promoting services and products, and enhancing the customer experience through our omni channel model.
Responsibilities:- Agree, implement and review an annual compliant sales, service and activity plan to plan workflow and ensure targets are achievable.
- Ensure the Capability Model is planned in advance and optimised daily to maximise efficiency.
- Generate leads and follow up on referrals to grow the number of new customers.
- Develop and manage an agreed portfolio of introducers to maintain customer relationships and increase revenue.
- Improve customer experience for new and existing customers to increase uptake on products and encourage long term retention and growth.
- Maintain customer relationships and meet their product needs by building long term, customer centric relationships with tailored solutions.
- Full valid driver's licence.
- Full QFA with up to date CPD hours for the relevant years, full knowledge and understanding of all policies, procedures and regulatory controls relating to the business.
- Awareness of competitors and market activity in retail financial services.
- Several years of proven compliant experience in retail finance sales and service.
- Ability to understand how sales and book balance activity influences income (net interest income, gross margin, commission, fee income, etc.).
- Understanding of the importance of monitoring and interpreting activity management to gain maximum sales benefit.
- Track record of achievement in retail finance sales and service, and skills to approach business development and selling.
Location: Dublin/Kildare region (on site)
The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.