Branch Lead - Athlone

PTSB; Athlone; On-site; EUR 65,000 - 90,000; Full time

Job summary

PTSB is seeking a Branch Lead in Athlone, Ireland to oversee daily branch operations, lead a team across CF3/CF4 roles, and drive customer-focused sales aligned with the bank's omni-channel strategy. The role emphasizes regulatory compliance, risk management, and delivering fair customer outcomes while nurturing strategic partnerships with SME teams and territory managers.

Candidates should have a Full QFA with CPD hours, a proven sales leadership background in retail finance, and strong product

Qualifications

• Full QFA with up-to-date CPD hours.
• Proven leader with ability to motivate a sales team.
• Deep knowledge of PTSB products and services.
• Strong business development and selling track record.

Responsibilities

• Plan and coordinate branch activities daily to optimise branch capacity and efficiencies.
• Supervise and manage CF3 & CF4 roles advising on products or arranging financial services.
• Coach Branch Colleagues to embed Blackbelt learnings and enhance customer engagement across channels.
• Drive business development, lead generation and cross-sales with clear visibility on performance.
• Provide excellent customer service and advise customers throughout their product/financial needs journey.
• Collaborate with Senior Financial Consultants, SME Managers and Territory Sales Managers.
• Coordinate branch sales activity with the territory team and Branch leadership.

Skills

Leadership

Sales experience

Customer service

Relationship management

Business development

Driver's license

MS Office

Education

Full QFA with CPD

Tools

Microsoft Office

Job description

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.

As a Branch Lead, you will lead, coordinate and control the efficient delivery of business objectives and the day to day branch operations in a regulatory compliant manner. You will be required to build and embed a culture of change and drive the success of the Bank's ambition to become Ireland's best personal and business bank through the promotion of our Blackbelt and our Omni-channel model. You will embed an appropriate tone and culture to ensure that all Risk and Conduct requirements are fully adhered to ensuring fair customer outcomes. This will include leading, managing and motivating our colleagues to ensure the Branch is meeting our customer needs.

The role involves developing your team to support targeted our Customer Segmentation strategy, promotional activities and new business opportunities to increase new customer acquisition whilst maintaining a positive relationships with existing customers. It is expected that you will seek ways to grow regulatory compliant sales and cross sale activity in line with business requirements. The role will also require the Branch Lead to build and maintain relationships with key partners including supporting the TSM, SME Managers MM Managers & SFC.

This is a Permanent position based in Athlone, the Republic of Ireland (onsite).

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.

Requirements:

Essential

• 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.
• Full Valid Driver's Licence

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.