Role: Business Advisor (QFA)
Area: Dun Laoghaire
Contract: Full-time permanent contract
Cpl is a proud Talent Partner to Bank of Ireland. This long-standing relationship is built on trust; Bank of Ireland trusts Cpl to deliver brilliant, engaged and committed people to support their promise to deliver for their customers. Cpl trusts that Bank of Ireland is offering fantastic opportunities for our Cpl colleagues to thrive, while having access to the best training, systems, supports and teams to build a career within Banking.
Bank of Ireland Group is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce, this is supported by the development of our Employee Support Networks.
More about the team
Our purpose is to enable our customers, colleagues and communities to thrive. We do this by drawing on our professionalism, determination, innovation and the passion we have for making a difference in customers’ lives. Our work is important and so too are the people doing it.
What you will be working on?
· Identify & engage with Existing Bank customers.
· Identify opportunities for Product Business Partners and refer them appropriately.
· Identifying and organizing suitable events for business/premier customers and intermediaries.
· Proactive segment management such as identifying opportunities both within the existing customer base and external marketplace.
· Meet customers at a time and place convenient to them.
· Attendance/Contribute to/involvement in networking events to generate new quality connections and business.
· Complete Growth Meetings/PNR`s/BNR`s for Business customers & Existing Bank customers.
· Build a strong pipeline of business/premier opportunities.
· Proactively refer lending opportunities to Direct & Business Managers.
· Actively participate in Business Development Forums where appropriate for the role.
Qualifications & Skills
· Qualified Financial Advisor (QFA) certificate is essential.
· Being fully informed of the tailored service offering that is available for Premier customers and how best to avail of the benefits and alternatives.
· Being credible, knowledgeable, and an expert in your field.
· Strong Business Acumen and adhere to compliance, risk, and regulatory procedures.
· Have strong relationships with key intermediaries & influencers.
· Experience in supporting front-line staff to identify & generate business referrals.
· Worked collaboratively within your team, actively contributing to achieving targets.
Why work with us?
· The Bank of Ireland company culture prioritises work-life balance with an opportunity for flexible working, along with 23 days annual leave and excellent pension contributions.
· Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy and working parent supports.
· Your wellbeing is important to us; we have an employee assistance program, Web Doctor and financial wellbeing coaches available.
· We also encourage and support staff to pursue educational and professional qualifications to grow and enhance your career!
If you are interested, please feel free to apply for this exciting opportunity or send me your CV to my email [email protected]