My day begins with a ‘morning huddle’. This is a really valuable way for the team to get together and discuss what our day looks like. As part of this, we share examples of what we are doing well and where we could do better. It’s my responsibility to build long standing relationships with our customers and ensure their transactions and requests are handled in an accurate and professional manner. I really enjoy providing a superior service to our customers and identifying any needs they may have through conversations. When I identify a customer’s need, I can refer them to a branch specialist who will be able to help them fulfil it through the Society’s wide range of products and services. The Society’s main goal is to offer people the opportunity to buy their own home and to save for the future, that’s why having these conversations is so important. Another vital part of my role is to ensure I complete all operational tasks accurately first time and identify issues that might put the customer or Society at risk. I do this by taking a proactive approach to ensure I improve my understanding of branch policies and procedures.
The success of our branch is dependent on all of us working together as one team to achieve our goals and create a positive branch experience for our customers.
What I like about the West Brom:
- The people I work with are great
- I enjoy the lively and supportive team spirit at the West Brom
- The training and development opportunities are fantastic