Assistant Branch Manager (Enderby Branch)

Tru Cooperative Bank; Enderby; On-site; CAD 90,000 - 120,000; Full time

Job summary

Tru Cooperative Bank is seeking an Assistant Branch Manager to lead a team of branch advisory staff and ensure outstanding member service. You will coach, mentor, and drive branch performance while maintaining compliance and risk controls.

The role involves live leadership, business plan execution, community engagement, and credit workflow oversight within policy. Proven sales leadership in financial services is preferred.

Qualifications

• Bachelor's Degree in related discipline or equivalent combination of education and experience.
• Mutual Fund License required depending on region.
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.
• PFP preferred.
• Leadership Development courses preferred.
• 4 years progressive experience in sales advisory roles within the financial services industry experience required.
• Business development experience preferred.
• Sales leadership and coaching experience preferred.
• Demonstrated leadership attributes and/or experience coaching a sales team.
• Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships.
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service.
• Self-starter with ability to work independently and solve problems using common sense and sound judgment.
• Demonstrated ability to be positive and flexible to change and work in a busy environment.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Responsibilities

• Leadership and direction to branch advisory employees; conduct coaching and performance reviews.
• Participate in annual business plan development and achieve branch targets.
• Promote branch and Tru Cooperative Bank in the community; refer opportunities to advisers.
• Oversee credit recommendations and approvals within policy; ensure compliance.
• Investigate risk/security issues; act as branch compliance officer and communicate regulatory updates.

Skills

Leadership

Coaching

Mentoring

Sales leadership

Building customer relationships

Goal setting

Financial services knowledge

Problem solving

Self-motivation

Microsoft Office

Education

Bachelor's Degree in related discipline

Mutual Fund License

Internal Tru certification program

Tools

Banking software

Microsoft Office

Job description

We are currently seeking an Assistant Branch Manager to join our team.

The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

Here’s what would be included as a part of your typical day

• Leadership: Provides leadership and direction to assigned branch advisory employees, conducts orientation and training as required. Prioritizes and balances workloads, conducts regular coaching/mentoring sessions, and is responsible for completing performance reviews. Builds and promotes a team environment, reinforces positive behavior, corrects performance and initiates disciplinary action, as required. Works to resolve complex or escalated member issues.
• Annual Business Plan: Participates in the development and achievement of the annual business plan. Ensures team goals and targets are achieved; ensures employees receive the training and tools required to be successful. Participates in setting branch service delivery targets and inspires employees to provide exceptional service delivery to members.
• Business Development: Seeks opportunities to promote the branch and Tru Cooperative Bank within the community by participating in community events and enhancing or developing new member relationships. Refers new contacts and potential sales opportunities to appropriate advisor.
• Financial Management: Ensures direct report’s credit recommendations and/or approvals are in accordance with established policies. Approves credit application within established limits, as required.
• Risk Management: Investigates and resolves risk management security issues such as robbery or fraud. Acts as branch compliance officer and completes related legislative processes and procedures; communicates updates on legislative requirements to branch employees, as required.

Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Required Skills, Experience & Qualifications

• Bachelor's Degree in related discipline or equivalent combination of education and experience
• Mutual Fund License required depending on region
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• PFP preferred
• Leadership Development courses preferred
• 4 years progressive experience in sales advisory roles within the financial services industry experience required
• Business development experience preferred
• Sales leadership and coaching experience preferred
• Demonstrated leadership attributes and/or experience coaching a sales team
• Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• Demonstrated ability to be positive and flexible to change and work in a busy environment
• Proficient in computer software programs e.g. Microsoft Office and banking software programs
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.