Purpose of the Role

This role is key in contributing to the team's success by supporting the development of the Premier and Business customer base focusing on the following products across personal and business - personal loans, credit cards, overdrafts, savings and investments, mortgages, insurance; along with more sophisticated products such as business lending and complex mortgages. The focus of this role is on handling a portfolio of existing customer relationships and be the first point of contact for all new opportunities and be responsible for proactively growing BOI's 'wallet' share of its existing customers; with a particular focus on delivering mortgage growth which is a key priority for our business. There is also a focus on proactively growing market share in both the business and persogrowingts by increasing our volume of new to bank customers.

Key Accountabilities

• Proactive segment management such as finding opportunities both within the existing customer base and external marketplace.
• Meet customers at a time and place convenient to them ,
• Identify & engage New To Bank customers
• Complete Growth Meetings/PNR's/BNR's for Business/ Agri customers & New to Bank customers
• Build a strong pipeline of business/premier opportunities
• Proactively refer lending opportunities to Direct & Business Managers.
• Find opportunities for Product Business Partners and refer appropriately
• Provide an exceptional customer experience with each interaction.
• Actively participate in Business Development Forums where appropriate for role
• Identifying and organise suitable events for business/premier customers and intermediaries
• Attendance/Contribute to/involvement in networking events to generate new quality connections and business.
• For Premier customers, ensure customers are fully informed of the tailored service offering that is available to them; the benefits and how best to avail of it
• Champion our Open for Business message.
• Develop strong relationships with key intermediaries & influencers
• Credible, knowledgeable and being an expert in your field
• Proactively update CRM.
• Adhere to compliance, risk and regulatory procedures.
• Support front-line staff to identify & generate business referrals.
• Work collaboratively within your team, actively contributing to achieve county targets