Description: |
POSITION IN THE COMPANY: Branch ManagerResponsible to: Regional ManagerResponsible for: Customer AdvisersSALES ACTIVITIES Setting targets for staff. Raising sales awareness of staff. Monitoring the sales performance of staff. Holding regular sales meetings (at least monthly). Generate investment business from professional introducers, maximise direct investment, mortgage and nonregulated business. Generate leads in required quantity and quality to the clients subsidiary, Financial Services. Make presentations regarding client's products and services to business introducers and to the public whennecessary. Carry out mortgage interviews Maximise sales of general insurance products and non regulated products. Encourage quality and profitable business from agents (where applicable). Maximise net investment contribution of the Branch.MANAGERIAL AND ASSOCIATED ACTIVITIES General supervisory duties. Assess and underwrite residential mortgages within mandate. Oversee the mortgage and investment work of the Branch. Ensure adherence to Branch service standards. Recruitment and appraisal of staff. Identification of training needs and encouragement of the personal development of staff. Provide individual coaching to staff, where appropriate, to improve job performance. Discipline to verbal warning stage. Prepare reports as requested. Make arrears visits when requested. Control security at the Branch in compliance with the Security Manual. Maintain highest possible levels of Branch presentation. Ensure the most cost efficient use of resources, operating within budgets at all times. Raise and maintain profile of the Society within the local community/media. As appropriate, responsibility for training and audit of agencies under their control. Any other duties as determined by Regional Manager.AUTHORITY LEVELSCheque signing mandate: From GBP 25,000.Mortgage mandate: From GBP 100,000.REGULAR CONTACTSInternal: Executives, Development and Regional Managers, Head Office departments and other Branches.External: Customers, Introducers, Agents, Intermediaries, Solicitors, Valuers, Banks, Building Societies,Journalists/Media Representatives.ESSENTIAL QUALIFICATIONSCeMap.EXPERIENCE REQUIREDSales/performance management experience.Excellent communication skills.Job familiarisation time six months. |
