Financial acumen and performance management

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Reference no: EM133823626

Question

Based on the below , how can I develop my leadership through a development plan.

Financial Acumen and Performance Management:

Develop the ability to monitor and achieve financial targets such as operating profit and efficiency ratio improvements. Enhance skills in financial analysis to better assess branch performance against sales and balance sheet goals.

Sales and Relationship Building:

Improve sales techniques and deepen customer relationships by engaging at least 5 prospective or existing clients monthly. Focus on developing strong networking skills to identify new business opportunities.

Customer Service Excellence:

Commit to resolving customer complaints promptly. Aim to resolve 50% of complaints within three business days and 85% within ten business days. Develop skills to manage and enhance the customer experience in line with CX 48 and Client 1st standards.

Leadership and Team Development:

Risk and Compliance:

Strengthen knowledge in risk management and compliance to maintain high standards and prevent exceptions or breaches. Focus on achieving no repeat findings in reviews and maintaining satisfactory audit ratings.

Digital Transformation Support:

Product Knowledge and Training:

Enhance product knowledge by leading monthly deposit training sessions and hosting annual customer service sessions. Aim to establish a cross-training program for staff to improve service delivery capabilities.

Operational Efficiency:

Increase operational efficiency by ensuring timely completion of management and review tasks, such as adhering to MMR remediation and exception correction timelines.

Problem Solving and Decision Making:

Work on quickly identifying and solving issues related to cash differences and non-credit losses, and prevent repeat issues in audit findings.

Strategic Initiative Execution:

Drive initiatives like the 4 Zone strategy and ensure they are implemented through action plans to address gaps found during surveys.

By focusing on these development goals, one can enhance their personal and professional capabilities while contributing to the branch's success in multiple strategic areas.

Reference no: EM133823626

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