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Financial Services Supervisor

2 months ago

Dundee, Dundee City, United Kingdom The Recruitment Council Full time

About The Recruitment Council

We are seeking a highly skilled and experienced Branch Supervisor to lead our branch operations and drive sales growth. As a key member of our team, you will be responsible for supervising subordinates, promoting our banking products, and achieving sales targets.

Key Responsibilities:

  1. Sales and Growth Achievement:
    • Drive sales by promoting and marketing our banking products.
    • Retain existing clients, acquire new ones, and reactivate dormant accounts.
    • Meet and exceed sales targets as set by management.
  2. Sales Activities:
    • Introduce and sell new banking products.
    • Engage in tele-sales, generate leads, and follow up on prospective clients.
    • Keep clients informed about the status of their loan applications.
  3. Application Administration and Costs:
    • Accurately capture loan applications and verify documentation.
    • Ensure compliance with policies and procedures.
    • Explain loan application processes and terms to clients, ensuring clarity and understanding.
  4. Branch Sales Focus:
    • Manage the branch's Profit & Loss and budget.
    • Develop strategies for customer acquisition and retention.
    • Leverage banking products and technology to deepen customer relationships.
    • Execute market plans and work closely with the Trade Area Manager on marketing campaigns.
    • Maximize customer relationships across business lines.
  5. Risk & Compliance Management:
    • Ensure compliance with all relevant regulations, laws, and internal policies.
    • Implement strategies to maintain operational integrity in the branch.
    • Manage cash, people, security, assets, and general operations to meet internal audit standards.
    • Ensure quality assurance, risk management, and compliance with FAIS regulations.
  6. People Management and Development:
    • Train and develop branch staff, working with HR on recruitment and termination as needed.
    • Conduct performance evaluations and coaching to achieve sales excellence.
    • Promote a positive, energetic work environment that aligns with our company's vision and values.
  7. Customer Service:
    • Build and maintain strong relationships with clients, providing expert advice and assistance.
    • Ensure clients are informed about the progress of their applications.
    • Exceed client expectations by delivering exceptional service.

Qualifications:

  • NQF 6 FSCA aligned qualification.
  • RE5 certification.

Experience:

  • 5-10 years of management, oversight, or supervision experience in the financial services sector.
  • Full Representative in all Product Categories.

Technical Skills:

  • Basic compliance and administrative skills.
  • Novice-level sales management skills.

Behavioural Competencies:

  • Strong analytical skills and ability to handle pressure.
  • Effective leadership, planning, and organizational skills.
  • Excellent communication and persuasion abilities.