Permanent Job / Business Advisor

Permanent Job / Business Advisor

Job Overview

Location
Roscommon, Connaught
Job Type
Permanent Job
Job ID
125306
Date Posted
1 year ago
Recruiter
Patricia
Job Views
90

Job Description

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.

Job ID: 125306

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