Assistant Branch Manager (Rutland Branch)

First West • Kelowna, BC

5d • CA$64,400 - CA$82,500 • Onsite

About The Position

The Assistant Branch Manager (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.

Requirements

• 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
• 4 years progressive experience in sales advisory roles within the financial services industry experience required
• 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
• 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.

Nice To Haves

• May be assigned a portfolio of members and/or required to hold a Mutual Fund license
• PFP preferred
• Leadership Development courses preferred
• Business development experience preferred
• Sales leadership and coaching experience preferred

Responsibilities

• 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.
• 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.
• 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.
• Ensures direct report’s credit recommendations and/or approvals are in accordance with established policies. Approves credit application within established limits, as required.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level