Our client, a leading player in the banking industry, is seeking a talented and experienced Trade Area Manager to join their team. This is a rare chance to be part of a forward-thinking financial institution known for its innovative approach and commitment to excellence.
You will need to manage the sales force within the defined regional territory. Responsible for managing the sales operations, meeting targets and managing the sales team in the region. Support the bank's drive to deliver a multi-channel distribution capability to its customers. To provide supervision to subordinates.
Responsibilities:
Sales Targets:
Support the bank's drive to a more diversified customer, channel and product capability. Support and drive the implementation of the branch component of the bank's strategy. Ensure the region meets the assigned targets in all product categories. Develop region-specific plans to ensure customer growth and retention as well as revenue growth. Manage Productivity:
Capacity Planning – Ensure branches have adequate skilled staff of the right calibre in order to deliver on customer service and sales expectations. Planning and Scheduling of – Work/Activity Manage scheduling requirements within the branches in terms of contribution and targets of all products. Plan productivity targets and deploy daily/weekly/monthly prioritised work/Activity schedules with appropriate deadline targets and input levers. Set, monitor and review workload schedule. Productivity Control – Monitor and review productivity progress against deadline targets and output levers. Quality Control – Ensure that all productivity and in-branch processes result in producing high-quality deals and customer satisfaction. Ensure that all productivity and in-branch processes adhere to the company's internal controls framework. Branch Profitability – Optimise branch profitability taking into account local market potential and customer needs. Manage Operational Performance:
Develop and implement operational improvements. Ensure non-value-added activity that negatively impacts the customer is reduced and eliminated in all operational processes. Influence, Manage & embed change journeys to meet current business requirements. Implement operational improvement processes to reduce risk, minimise costs and improve operational performance. Develop a high-performance team and step change Promote and uphold company performance standards, values-driven culture and work ethic Develop and implement initiatives required to deliver a step change in the following aspects of the business: Sales performance of new and existing products, Operational risk and compliance, Branch profitability, Productivity levers, Customer service, Product diversification. Operational excellence Right first time- Doing things right for the customer High Productivity. Manage the human resource:
Recruitment & Employment – Ensure all recruitment and employment is carried out in accordance with company procedure and in compliance with current employment law. Staff Training & Development – Establish goals and objectives for self and team and implement them accordingly to help support/improve job performance (experience, ability & competence) Be aware of and promote operational best practices and performance standards Develop and monitor performance standards Identify individual training needs Implement, monitor and review training and developmental plans. Monitor and manage KPI's – Achieve the Area Targets relating to Service, Customer Growth, Sales, Staff Engagement, Learning & Development, Personal Development, Costs, Fais, Risk and Compliance. Performance Management & Staff Appraisals – Monitor, review and address employee underperformance, maintaining appropriate records in accordance with company procedures Conduct and perform annual performance appraisals Ensure the appropriate systems and processes are in place to measure and manage staff performance and coach and develop a high-performance team. Discipline & Grievance Procedures – Monitor, review and address employee underperformance, liaise with the HR representative and maintain appropriate records in accordance with the company procedures as required Address any employee discipline or grievance issue, maintaining appropriate records in accordance with company procedures. Customer:
Create and maintain productive relationships with internal and external clients by providing advice and assistance. Create an understanding of the 'real' versus 'perceived' need through, experience and expertise while complying with company policies, legislation and regulations. Keep the client informed about progress through written communication, telephone communications and/or face-to-face meetings. Build a positive image by exceeding client expectations at all times. Treat internal and external customers fairly at all times. Qualifications:
Degree (Business-related qualification) at NQF Level 7. RE 1 (Key Individual). Experience:
8 years of management experience in a branch or equivalent. Experience within bank or retail distribution.
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