Assistant Branch Manager (Tsawwassen Branch)

Envision Financial; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Job summary

Tru Cooperative Bank is seeking an Assistant Branch Manager to lead an assigned team of branch advisory employees and ensure outstanding member service through coaching and mentoring.

The ABM will participate in goal setting, monitor branch results, manage risk and compliance, and act in the branch manager's absence, while driving business development and customer relationships within the community.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Mutual Fund License required depending on region.
• Complete internal Tru Cooperative certification program within the required timeframe.
• PFP preferred.
• Leadership development courses preferred.
• 4 years progressive experience in sales advisory roles within financial services.
• Business development experience preferred.
• Sales leadership and coaching experience preferred.
• Demonstrated leadership attributes and/or coaching a sales team.

Responsibilities

• Provide leadership and direction to assigned branch advisory employees; conduct orientation and training, coaching and performance reviews.
• Develop and achieve the annual business plan; set branch service delivery targets and equip staff with required tools.
• Promote the branch and Tru Cooperative Bank within the community and nurture member relationships.
• Approve credit within established limits and ensure policy compliance.
• Investigate risk management issues and act as branch compliance officer; communicate regulatory updates.

Skills

Leadership

Sales coaching

Business development

Customer relationship management

Problem solving

Independent work

Adaptability

MS Office

Banking software

Education

Bachelor’s degree or equivalent

Mutual Fund License (region dependent)

Tools

Microsoft Office

Banking software

Job description

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.

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 dutiesas 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. 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.