Robert Smith Chartered Alfbf Email & Phone Number

Okehampton, Gb

Okehampton, England, United Kingdom

Okehampton

Providing Independent Financial Advice to our clients and now managing our team of regulated financial and mortgage advisers. My role includes ensuring the quality of our advice and our service is maintained through our team of advisers and my own client interactions.

Okehampton

To lead the effective management of specialist sales performance activities through line management of financial advisers (FA) and partnership with the local director (LD) teams to maximise short and long-term profitability for the Bank within the local market. Accountabilities: - Provide first line supervision to all FAs and ensure all sales practices comply with the Lloyds Bank Plc Training and Competence (T&C) scheme and other regulatory requirements. - Prepare and deliver a realistic regulated business plan, based on an assessment of the local opportunity including the profile of customers and the competitive environment, to ensure agreed specialist targets and objectives are achieved. - Regularly review achievement of objectives against plan, effectively managing allocated resources (people and financial), reviewing the performance of line reports and other key populations - Pro-actively promote a 'high performance culture', providing regular coaching and other one-to-one support to direct reports and other colleagues to maximise their immediate performance development, develop longer term potential and quickly identify and effectively manage under performance. - Ensure all specialist staff are appropriately recruited, trained, accredited, deployed and motivated to ensure their individual and collective performance and productivity is of the required standard and levels of skill and competence meet business requirements. - Develop and maintain effective working relationships with colleagues and other business units, including business banking, corporate and private banking, to ensure the needs of customers are met either directly or by referral to other parts of the group. - Ensure business is conducted in a manner consistent with Bank rules, boundaries, procedures and practices and that legal and regulatory requirements are respected at all times

Torquay, United Kingdom

Skills* Deliver a realistic branch business plan and profit and loss statement to ensure agreed targets and objectives are achieved. * Effectively managing allocated resources and implementing actions to address any under-performance. * Satisfy customers banking and financial needs by recognising sales opportunities, and by personally undertaking sales as appropriate. * Provide regular coaching and other one-to-one support to staff to maximise their development and quickly identify and manage under performance. * Ensure all staff are appropriately recruited, trained, accredited, deployed and motivated to ensure their individual and collective performance and productivity is of the required standard. * Ensure that all change initiatives are effectively implemented, and that the branch team buy in to the rationale for change in order to maximise business performance. * Ensure all staff understand and are committed to consistently delivering the best customer experience, consistent with the Bank’s objective of becoming the best retail bank. * Develop and maintain effective working relationships with colleagues and other business units, to ensure the needs of customers are met either directly or via referral to other parts of the group. * Promote the Bank’s image and brand and the profile of the branch in the local community in order to attract and acquire quality new customers in line with agreed business plans. * Making sure credit-scoring disciplines, other procedures and relevant guidelines are observed to ensure lending meets Bank asset quality and policy requirements and operational losses are minimised. * Ensure business is conducted in a manner consistent with bank rules, boundaries, procedures and practices and that legal and regulatory requirements are respected at all times.CapabilitiesDelivering Change & ImprovementCustomer ExcellenceCommunication & ImpactCollaborative WorkingDelivering ResultsBranch Management

Totnes

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St Thomas, Exeter

Watford, United Kingdom

Senior Bank Manager for Lloyds Watford High St & my link branches were TSB in Watford High St, Lloyds in Rickmansworth, Garston - Watford and Abbots Langley.

Weston Favell, Northampton