Purpose of the Role

This position is key in contributing to the team's success by supporting the development of our Premier and Business customer base. It focuses on various 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 advanced mortgages.

The focus of this role is on managing 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. A particular focus on delivering mortgage growth which is a key priority for our business. A focus will be put on proactively growing market share in both the business and personal, growing our volume of new customers to our bank.

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 and existing customers.
• Complete Growth Meetings/PNR's/BNR's for Business/ Agri customers & new customers
• Build a strong pipeline of business/premier opportunities
• Proactively refer lending opportunities to Direct & Business Managers.
• Identify 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 coordinate suitable events for business/premier customers and intermediaries
• Attending and contributing in our networking events to generate new quality connections and business.
• Champion our 'Open for Business' message.
• Develop positive relationships with key intermediaries & influencers
• Credible, and knowledgeable in your field.
• 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