Business Advisor

Job Overview

Location
Dublin, Leinster
Job Type
Full Time Job
Job ID
122811
Date Posted
1 year ago
Recruiter
Patricia
Job Views
90

Job Description

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 complex 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. This role is also focused on proactively growing market share in both the business and personal segments 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 outstanding customer experience with each interaction.
  • Actively participate in Business Development Forums where appropriate for role.
  • Identifying and coordinate 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 authority in your field.
  • Proactively update CRM.
  • Adhere to compliance, risk and regulatory procedures.
  • Support front-line staff to identify & generate business referrals.
  • Strong Eye For Business.
  • Work collaboratively within your team, actively contributing to achieve county targets.

What is the opportunity

We are looking for daring and self-motivated individuals who want to work in a dynamic and supportive fast paced environment. If you are interested in building your skills and progressing your career, this position will create the opportunity for further career development within Bank of Ireland.

Essential Qualifications

  • Minimum Competency Code (MCC) applies to this role. To be considered for this role an individual must be an accredited individual prior to submitting an application.Minimum acceptable level of accreditation:
  • QFA OR
  • APA Loans
  • APA Savings & Investments &
  • APA Regulations

Essential Skills & Experience

  • 5+ years business, with a consistent track record in delivering commercial success from business development, effective needs analysis, sales delivery, risk management activities and building enduring business relationships.
  • Sound eye for business and customer centricity.
  • Understanding of SME businesses and key sectors.
  • Excellent communication and influencing skills, with a proven ability to develop networks and relationships across BOI Group and in the local business community.
  • A commitment to using emerging technologies to develop and service prospective and existing customers.
  • Thorough understanding of credit risks & business risks across sectors.
  • Strong Customer focus and validated commitment to enhancing Customer Experience and delivery of initiatives.

Key Competencies

  • Customer Focused - Self
  • One Group, one team - Self
  • Agile - Self
  • Accountable - Self
  • Manage Risk - Self

Job ID: 122811

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