Branch Manager

  • Salary range £21,000 - £25,000
branches:
Hours
per week
quote reference
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Purpose of the Role

Overall responsibility for the Branch including the delivery all sales objectives. Provide strong visible leadership of the team and create a buzz, a “can do, will do” attitude and a success culture within the Branch. Drive activity in branch to deliver front end activity requirements including FC, MC and PA appointments and achieve completed sales objectives. Effectively performance manage Branch Team and individuals to achieve business objectives. Sell products in line with individual and branch targets including Select, CBS investments, Credit Cards etc. Coach, support & develop individuals to maximum potential/ performance. Ensure adherence to compliance, procedure, policy and regulation, maintain effective controls. Deliver Branch sales objectives for Area/ Society. 

Visibly provide strong leadership of the team.

Key Accountabilities

  • Effectively manage and motivate the Branch Team to successfully deliver all appointments and sales targets compliantly.
  • Ensure your team are engaging in meaningful conversations with customers to identify member needs to maximise all potential sales opportunities at every opportunity.
  • Ensure effective personal and Branch diary management so that you achieve the quantity and quality of appointments required to achieve the sales targets.
  • Ensure the diaries of the sales specialist teams are full in line with target.
  • The achievement of your individual sales targets (weekly and quarterly) managing ratios, average sales, cross sales and up sales to optimum effect.
  • Participate and lead effective branch campaigns (i.e. telesales, focus days, community events etc) in line with expectations and target as required.
  • Effective marketing campaign management and reporting.
  • Effective management of allocated resources including managing Branch within authorised budget.
  • Ensure effective till, float and cash management including withdrawals, receipts and balances in line with Society standards and policy.
  • Ensure accurate and efficient completion of Branch duties including achieving sub 2% error rate in key areas such as identification (money laundering), R85 completions, data entry and all others as required.
  • Ensure Branch adherence to Society policy, procedure and processes.
  • Ensure the accurate, efficient and timely completion of Branch duties and general administration procedures including audit checklist completion, where appropriate.
  • Ensure every member of the Branch Team remains vigilant, alert and aware to potential frauds, deceptions etc. raising concerns as and where appropriate to prevent such incidents.
  • Portray a professional image through a positive, enthusiastic attitude and approach, adhering to the Society’s values.
  • Effectively manage Branch within authorised budget.

Sales and Financial Targets/Required Results

  • Achieve all branch and individual sales targets and objectives.
  • Contribute to overall profitability through lead generation, appointments, mortgage, financial services, Select, Retained Investment Balances, Credit Cards, ASU, LMS and others as required.
  • Work with specialist sales teams to deliver Branch targets

Team Management

  • Provide strong visible leadership of the team and create a buzz, a “can do, will do” attitude and a success culture within the Branch
  • Effectively performance manage Team to ensure individual appointment and sales targets are achieved; this should include responsibility for the motivation, feedback, monitoring, coaching, training and support of team members in the following areas:
    • Effective meaningful conversations to create appointment opportunities
    • Appointment and sales performance target
    • Telesales
    • Theme/focus days
    • Administrative duties
    • Area community business development
  • Ensure the focus of the Branch Team is on identifying and meeting the needs of the member and be able to effectively demonstrate this
  • Identify staff training needs and coach, support and develop individuals and team to ensure that they improve and perform in line with target expectations
  • Manage team to achieve all branch targets, ensuring each Team member contributes fully to their own area of responsibility
  • Close management of individuals and the Team through daily, weekly and quarterly sales and compliance targets, objectives and measures
  • Hold regular and timely one to one meetings with each member of the Branch Team ensuring effective performance management by completion of individual performance plans
  • Effective recruitment and staff retention
  • Effective Team building and morale
  • Effective input into Team meetings
  • Effective use of motivation techniques i.e. daily huddles, short interval targeting, countdowns, personal bests, in branch competitions etc.

Customer Service

  • Ensure Branch Team consistently meets members’ expectations
  • Ensure timely and effective resource planning to ensure minimum customer disruption and maximum sales opportunities
  • Ensure employees engage in effective conversations with customers to identify needs to create optimise sales opportunities so that the specialist Sales Teams diaries are full.  
  • Develop strong business links within the local community to obtain new business opportunities for the Society’s products and to create cross sell opportunities for our specialist sales teams.

Regulatory Standards

  • Understand and operate within all relevant compliance requirements, including internal systems of control
  • Reach and maintain T&C Supervisory status and ensure you and your team comply with the requirements of the Society’s Performance Development Principals.
  • Ensure monthly branch control checks satisfy Society minimum standards.
  • Compliance with all regulatory/legislative requirements, audit requirements and Society procedures with emphasis particularly on FSA requirements, Cash/ Money Laundering controls and R85 policy and administration.

Product Knowledge

  • Maintain in-depth and up-to-date product, policy and process knowledge in order to be able to fulfil the requirements of your role, effectively engage with customers and achieve your appointments and sales targets.

In addition to all of the above you are expected to perform other duties as reasonably requested by your Manager.  All employees may be requested to participate in cross functional working including working at other Branch locations at any given time at the request of the Society

Knowledge and Skills

Qualifications

  • Minimum of 5 GCSEs at grade C or above, or equivalent, including Maths and English
  • A suitable professional financial services or sales qualification would be an advantage i.e. IFS qualification, FPC, CeMap.

Previous Experience

  • Excellent communication skills
  • Proven track record of sales, demonstrating above target performance
  • Customer questioning, objection handling, selling skills and closing the sale. 
  • Minimum of 2 years sales management experience in a face to face sales environment
  • Ideally a background in financial services or retail with the ability to engage in meaningful conversations, identify customer needs and convert these into sales or qualified appointments for our specialist sales teams as appropriate.

Personal Qualities and Atributes

  • The ability to lead, motive and inspire a Team and deliver on above target sales performance.
  • The ability to plan, train and implement effective sales strategies and techniques to support the delivery of sales targets and objectives.
  • A positive, enthusiastic approach and attitude
  • Professional, confident  and a team player
  • Takes pride in themselves and their work
  • The ability to inspire and obtain the trust of both colleagues and members
  • A strong desire to succeed and achieve personal and Team objectives
  • Have a flexible approach as job, environment and economic climate changes

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