Branch Administrator

3 months ago

Victoria, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

The Branch Administrator is accountable for effectively managing all administrative aspects of CIBC Wood Gundy branch operations (Victoria, Courtenay, Nanaimo, Sidney) including: hiring and daily management and supervision of non-commissioned branch staff; provision of operational and administrative support to the branch and Investment Advisors; oversight of transactional banking functions; consistent demonstration of high levels of internal and external client service; adherence to compliance and audit requirements; maintenance of branch profitability.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview._

The pay range salary for this role is 51,620.00 - 71,370.00 CAD Annual.

The following provides some key accountabilities and responsibilities for the Branch Administrator role but is not limited to:
Key Accountabilities

Human Resources/People Management - The Branch Administrator is accountable for the hiring, training, supervision and performance management of all support staff in the branch (Branch Assistants, Administrative Assistants, Administrative Associates, Client Associates and Financial Associates).-
- Support the Branch Manager and Associate Branch Manager in cultivating a performance oriented culture in the branch- Develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication- Motivate support staff through rewards and recognition- Set goals and conduct performance reviews for all support staff- Train, develop and coach support staff- Champion and monitor participation in corporate mandatory e-learning- Manage staff performance in consultation with the Branch Manager, Associate Branch Manager and Investment Advisors and annual PMM reviews and annual staff goal setting- Develop performance improvement plans for underperforming support staff- Provide product knowledge and technical training to assistants and Investment Advisors on computer system updates and enhancements- Monitor support staff workload- Identify and support resolution of conflict among branch staff, in consultation with Human Resources as needed- Support, maintain and cancel (as applicable) CIRO registrations of branch staff- Inform WG staffing on a timely basis of any staff issues - including medical and other leaves, vacation and personal days, job, salary level changes, etc.- Monitor Workday regularly for inputted staff vacation, personal, purpose days

Branch Operations/Administration - The Branch Administrator is accountable for ensuring the branch is managed efficiently and effectively and for implementing any Branch Manager and Associate Branch Manager directives.- Oversee and manage the smooth day-to-day branch operations and administration including: maintenance of office equipment, maintenance of updated and adequate levels of office supplies and coordination of office functions and events- Maintain personnel files and provide necessary documentation for Human Resources and Payroll departments- Identify opportunities for increased efficiency; monitor and control branch budget and expenses to help ensure profitability- Assist in budget process and ongoing monitoring of variances- Review, approve and/or process accounts payable, staff expenses, stationary orders, monitor Branch summary of revenue and expenses for erroneous charges, monitor charge to branch adjustments/write offs- Manage all incoming and outgoing correspondence, including that which is transmitted electronically; adhere to correspondence retention requirements- Review and distribute private and confidential mail for adherence to compliance criteria prior to distribution to Branch Manager or Associate Branch Manager- Review all sales literature and marketing material prepared by IAs for distribution for correct disclaimers/disclosures- Maintenance of a preliminary prospectus mailing list- Oversee transactional banking functions: Supervise receipt and delivery of cheque deposits and certificates and issuance of cheques- Conduct mini internal audits to help ensure successful annual branch audits

Sales Support and Customer Service- Support Branch Manager and Associate Branch Manager with client service and or sales practice complaints- May be required to provide back-up as a sales or branch assistant as necessary- Ensure customer service standards/operational procedures are communicated and maintained by liaising among many departments within Wood G

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