Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
SUBSCRIBE TO OUR NEWSLETTER SIGN UP
Powered by MOMENTUM MEDIA

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

Heritage Bank stalwart to retire

paulfrancis

paulfrancis
Reporter 1 minute read

Heritage Bank has revealed that its long-serving head of retail, Paul Francis, has announced his retirement.

Mr Francis, who has worked at Heritage for 28 years, has been the general manager of retail for the past 21 years.

The bank has now announced that Mr Francis will step down from his long-held role on Friday, 20 April.

Speaking of the change, Michael Trencher, Heritage’s head of broker distribution, commented: “One of Paul’s earliest initiatives in that role was to develop Heritage’s broker distribution model and establish the first relationships with our mortgage broker partners, which still endure 20 years later. He was also instrumental in helping expand that mortgage broker model nationwide in recent years.

“I know setting up the broker distribution channel remains among Paul’s proudest achievements at Heritage and I am sure you join me in wishing him well in retirement.”

Heritage’s current chief operating officer, Kevin Potter, who joined the bank last year, will take over responsibility for the bank’s retail network in the newly renamed role of Chief Customer Officer.

Mr Potter has more than 25 years’ experience in the financial sector, including previous management roles at Suncorp and NAB.

[Related: Regional bank becomes 22nd lender on Aussie panel]

Advertisement
Advertisement

PROMOTED FEATURES


Heritage Bank stalwart to retire
paulfrancis
TheAdviser logo
paulfrancis

 

more from the adviser
house coins ta Aussie reports record spike in pre-approvals

The major brokerage has reported a record increase in home loan p...

Money jar Facebook launches SME grants program

The social media giant has commenced processing applications for ...

uptick Aggregator reports surge in settlements

Purple Circle Financial Services has reported a record increase i...

FROM THE WEB