Purpose
Is responsible for the design and management of the IB region’s bank service and sales methodologies. This role ensure that service delivery and sales processes are integrated, efficient, and customer centric. Will leverage data and market insights to continuously refine service and sales strategies, ensuring they are effective and adaptable to changing market conditions.
Accountabilities
- Drives a customer focused culture throughout the team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Develop and implement comprehensive service and sales models that align with the bank’s strategic objectives and customer expectations.
- Ensure that the service and sales approaches are integrated, streamlined, and scalable across all retail banking channels.
- Monitor and analyze service and sales performance data to identify trends, opportunities, and areas of improvement.
- Works and collaborates with different geographies to take into account various needs in order to improve the Service and Sales Model.
- Prepare and present detailed performance reports to senior management, providing insights and recommendations for enhancing service and sales effectiveness.
- Stay informed about industry trends, best practices, and regulatory changes related to service delivery and sales methodologies.
- Lead the continuous improvement of service and sales processes, leveraging feedback and data insights to enhance effectiveness.
- Responsible for the sales model route, Q-flow, and customer experience
- Develops sales training that supports the segment experience.
Education / Experience / Other Information
- University degree with a minimum of 5 years’ leadership experience in retail channels/products
- Strong understanding of payments units, products, pricing and profitability, services, operations, systems, and practices.
- In-depth understanding of products-related operational processes and controls, including knowledge of organization and infrastructure.
- Demonstrated ability in leading professional staff both in Head Office and across a distributed network.
- Strong diagnostic skills and proven ability to evaluate options/alternatives and develop recommendations for complex and multi-dimensional problems/issues.
- Expert Level Knowledge of International Financial Market.
- Experienced in local markets
- Desired knowledge on Sales & Services
Working Conditions
- Work in a standard office-based environment; non-standard hours are a common occurrence.
- Moderate travel domestically and internationally.