Assistant Branch Manager
Oriental Trading Company
Abbotsford, British Columbia, Canada
4d ago

If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.

We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

We are 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 :

    1.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.

  • 2. 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.

    3. Business Development : Seeks opportunities to promote the branch and FW 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.

    4. 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.

  • 5. 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.

    Required Skills, Experience & Qualifications :

  • Post-secondary diploma in a related discipline or equivalent (Required)
  • Other certifications (Mutual Fund License is required) (Leadership Development courses and PFP or CFP level one preferred)
  • Three years progressive experience in sales advisory roles within the financial services industry
  • Experience in Business development and Sales Leadership / coaching (Preferred)
  • Proficient in computer software programs e.g. Microsoft Office and banking software programs
  • 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
  • Demonstrated ability to be positive and flexible to change and work in a busy environment
  • Why work for us?

    Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :

  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible Day4U , and the ability to purchase up to 5 additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
  • But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.
  • We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

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