Branch Manager Trainee

2 weeks ago


Thunder Bay, Canada BMO Financial Group Full time

859 Fort William Road Thunder Bay Ontario,P7B 0A9

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.
- Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
- Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
- Conducts cold calls to prospective customers to develop new customer relationships.
- Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
- Supports the Bank’s community involvement and participates in community activities.
- Maintains a high-touch relationship with key branch customers and prospects within the market.
- Resolves customer related issues using knowledge of bank services, products, and processes.
- Fulfills sales and service activities for the customer in accordance with approved procedures.
- Builds the business plan for the branch.
- Influences and negotiates to achieve business objectives.
- Identifies emerging issues and trends to inform decision-making.
- Implements, reviews, and revises work plans.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Ensures alignment between stakeholders.
- Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
- Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Communicates goals, plans, and assignments to achieve financial and customer service goals.
- Leads the implementation of new programs, products and processes within the branch.
- Coordinates the implementation of national and regional sales and service initiatives.
- Monitors the service request and problem resolution processes for adherence to national standards.
- Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
- Plans and controls unit operating expenses in accordance with forecasts.
- Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
- Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
- Builds effective relationships with internal/external stakeholders.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with all legal and regulatory requirements for the jurisdiction.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Previous supervisory or management experience - preferred.
- In-depth knowledge of retail banking products and services.
- Advanced knowledge of competitive marketplace and trends in product offerings.
- Working knowledge of branch operational processes and policies.
- Working knowledge of branch technologies, processes, and performance metrics.
- Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
- Technical proficiency gained through education and/or business experience.
- Verbal & written c


  • Branch Manager

    4 days ago


    North Bay, Canada Noble Corporation Full time

    Overview: **Job Overview**: At Noble, we help our customers’ businesses succeed by investing in our most important asset: our teammates! **Enjoy a rewarding career at our** **North Bay** **Branch as a Branch Manager! We are in business to help our customers succeed!** The Branch Manager will be responsible for leading and inspiring their team to deliver...

  • Manager Trainee

    2 weeks ago


    Thunder Bay, Canada Manitoulin Group of Companies Full time

    Company Description Manitoulin Transport has the most extensive transportation network in North America, making it easy to provide dependable on-time delivery and faster transit times. Sustained by over 60 years of experience, Manitoulin developed the transportation knowledge that is relied on and trusted by clients in various industries. **Job...


  • Thunder Bay, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor Trainee at our office in Thunder Bay, ON. This position is for a 1 year contract. Do you love to provide exceptional client service? If so, you will love working for Westland! We are...


  • Thunder Bay, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital...


  • THUNDER BAY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital...

  • Branch Manager

    5 days ago


    Happy Valley-Goose Bay, Canada Atlantic Edge Credit Union Full time

    **Branch Manager** **Full Time - Contract** **Happy Valley Goose Bay, NL** **$74,800-$88,000** In 2023, the members of Atlantic Edge Credit Union, EasternEdge Credit Union and Hamilton Sound Credit Union voted in favour to merge and create one credit union that benefits all members, employees, and communities. We’re a cooperative—a small point, but...

  • Client Advisor

    4 weeks ago


    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Thunder Bay, Canada Boart Longyear Full time

    **Sign on bonus available to qualified experienced drillers if zero training is required on any single or combination of the following drill rigs. Stopemaster TH or ITH, Cubex 6200 ITH, Orion ITH, V30 with Cubex, Stopemate TH, Simba M4 TH or ITH, or Solo DU311 ITH (an operational assessment for competency will determine qualification post hiring)** **Job...


  • Conception Bay South, Canada Newfoundland and Labrador Credit Union Full time

    Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of: Assistant Branch Manager, Member Service **CBS** With a focus on business development, member service and retention, human resources management and risk management, the Assistant Branch Manager, Member Service works in conjunction with...


  • Thunder Bay, Canada Metis Nation of Ontario Full time

    **Internal/External** **Full-time/Permanent** **Location: Thunder Bay, Fort Frances, Atikokan, Dryden, Kenora or Winnipeg** **Remote Work: Flexible (both in-office and remote-work required)** **Closes**:August 9, 2023 **Starting Salary**:$74,890 - $85,350, per year based on experience. Salary Range Max $97,370 [2023 Rates] **All applicants are encouraged...


  • Thunder Bay, Canada BrokerLink Full time

    Job Details Description Join our team and make a difference! We are passionate about taking care of our customers and ensuring we are there when they need us most. With over 200 community branches and 2,700 employees, we’re proud to say that BrokerLink has become one of Canada’s largest and most reliable insurance brokerages. We know how to serve you...


  • Thunder Bay, Canada Confederation College Full time

    Posting Type Permanent End Date (if applicable) Classification Title Administration 11 Pay Band 11 Min Salary $95,456 Max Salary $119,320 Position Summary The Chief Flight Instructor ( CFI ) is responsible for operational control of the Flight Training Unit ( FTU ), as per Canadian Aviation Regulations (CAR’s) 406.21, 406.22 and 426.22. **The CFI is...


  • Thunder Bay, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...


  • Thunder Bay, Canada TD Bank Full time

    411546BR Retail Banking - Management Thunder Bay, ON June 12, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Parts Manager

    6 days ago


    Thunder Bay, Canada Brandt Full time

    Brandt is currently seeking a Parts Manager for our Thunder Bay Construction & Forestry location. This position is responsible for the management of parts operations and personnel to maximize returns on investment through optimizing departmental processes. Duties & Responsibilities - Accountable for managing all aspects of parts inventory within parts...


  • Thunder Bay, Canada Confederation College Full time

    Posting Type Permanent End Date (if applicable) Classification Title Administration 10 Pay Band 10 Min Salary $84,634 Max Salary $105,793 Position Summary The Operations Manager / Assistant Chief Flight Instructor ( ACFI ) is responsible for a variety of administrative functions including assisting the Chief Flight Instructor ( CFI ) with the overall...

  • Branch Administrator

    3 weeks ago


    Thunder Bay, Canada Harris Rebar Full time

    Primary Duties and Responsibilities Demonstrate conduct consistent with Nucor Rebar Fabrication’s vision and values. Assist with answering phones and general office administration functions. Report weekly payroll hours. Communicate/distribute all pertinent Human Resources information to location employees. Assist with maintenance of record...


  • Thunder Bay, Canada Bayshore HealthCare Full time

    The Client Service Manager, under the direction of the immediate Supervisor, oversees the coordination of client care schedules by the Client Service Coordinators. S/he is responsible for timely data entry of all client referrals, new orders and updated information. The Client Service Manager oversees all aspects of client service including but not limited...


  • Thunder Bay, Canada Bayshore HealthCare Full time

    The Client Service Manager, under the direction of the immediate Supervisor, oversees the coordination of client care schedules by the Client Service Coordinators. S/he is responsible for timely data entry of all client referrals, new orders and updated information. The Client Service Manager oversees all aspects of client service including but not limited...

  • Parts Manager

    3 weeks ago


    Thunder Bay, Canada Brandt Full time

    Brandt is currently seeking a Parts Manager for our Thunder Bay Construction & Forestry location. This position is responsible for the management of parts operations and personnel to maximize returns on investment through optimizing departmental processes.Duties & ResponsibilitiesAccountable for managing all aspects of parts inventory within parts...