Review weekly sales targets / activities and identify the need for coaching and direction to ensure targets are met
Maintain awareness of competitor activity and industry best practices
Proactively monitor credit quality through early recognition of signs of deterioration and implement appropriate strategies to contain, maintain, reduce or exit relationship
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Provide leadership and management to the branch sales and operations teams to deliver the annual sales growth and targets as defined by Regional Director
Responsible for all loans/financing, wealth, bancassurance, deposit products and capital market products, particularly investment products across retail and non-retail