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Branch Lead - Connect - Roscommon

PTSB -
Roscommon, County Roscommon

Apply Now

Job details

Permanent

Qualifications

Sales
Customer service
Microsoft Office
Customer segmentation
Business development

Full job description

Post Date :

23-Jun-2026

Close Date :

14-Jul-2026

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

As a Branch Lead, you will lead, coordinate and control the efficient delivery of business objectives and the day to day branch operations in a regulatory compliant manner. You will be required to build and embed a culture of change and drive the success of the Banks ambition to become Irelands best personal and business bank through the promotion of our Blackbelt and our Omni-channel model. You will embed an appropriate tone and culture to ensure that all Risk and Conduct requirements are fully adhered to ensuring fair customer outcomes. This will include leading, managing and motivating our colleagues to ensure the Branch is meeting our customer needs. The role involves developing your team to support targeted our Customer Segmentation strategy, promotional activities and new business opportunities to increase new customer acquisition whilst maintaining a positive relationships with existing customers. It is expected that you will seek ways to grow regulatory compliant sales and cross sale activity in line with business requirements. The role will also require the Branch Lead to build and maintain relationships with key partners including supporting the TSM, SME Managers MM Managers and SFBC.

Responsibilities:

Plan and coordinate Branch activities on a daily basis, to optimise branch capacity and efficiencies.
Supervise and manage a team individuals undertaking CF3 & CF4 roles that are advising on products and/or arranging a financial service for customers of the Bank.
Coach Branch Colleagues to ensure the key learnings of Blackbelt are embedded, including; enhanced customer engagement and education of customers on all channels available to meet their needs.
Drive the management of business development, lead generation and cross sales across the team, ensuring clear visibility on branch and individual performance, empowering colleagues to contribute in order to maximise sales within the branch.
Provide excellent customer service and advice our customers throughout their product /financial needs journey.
Work closely and build relationships with Field Based Sales Consultants, SME Managers and Territory Sales Managers.

Requirements:

Full QFA with up to date CPD hours for the relevant CPD years.
Have a number of years proven experience in retail finance sales and service ideally at Branch level.
Proven leader with an innate ability to motivate a sales team to deliver on objectives. Deep knowledge and understanding of PTSB products and services. Competitor knowledge and market awareness.
Knows how to approach business development and selling based on a track record of achievement in sales. Excellent customer service and relationship management skills.
Proficient at Microsoft Office suite.
Full Valid Drivers Licence

This is a permanent position based in PTSB Roscommon Branch (This position is fully Onsite).

Is this you?

Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application.

We reserve the right to draw up a shortlist for interview.

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.

Apply Now

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