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Apprentice Branch Manager
1 month ago
Your role
- Achieve the expected financial contribution target of the branch, by identifying with your team the expected behaviors and business development activities.
- Provide personalized coaching to advisors, the Client Service Manager and the business development support team to develop their skills and support them in their career path.
- Hire, develop and manage the performance of your team members.
- Ensure that your team members comply with and enforce established rules of engagement for customer segmentation, SEO, transaction execution, risk management, regulatory compliance and branch operating procedures.
- Act as the Business Unit Compliance Officer (AUMR) to supervise all mutual fund representatives (SCRs).
- Develop a lasting relationship with the branch's customers, through various activities aimed at customer acquisition and retention.
- Optimize service quality to small businesses, aligning advisor allocation with the branch's market potential.
Your Team
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. p>
Basic requirements
- Between five and ten years of experience in management and coaching of a consulting/business development team in the financial field.
- Diploma of College Studies (DEC) and eight to ten years of experience, or Bachelor's degree related to the industry and five to seven years of experience, or Master's degree and five years of experience, depending on the level of the position.
- Be responsible for the compliance of the administrative unit (RCUA) or become one within 3-6 months of hiring.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.