Assistant Branch Manager

6 days ago

Granby, Canada BMO Financial Group Full time

399 rue Principale Granby Quebec,J2G 2W7

Guider et orienter les employés ainsi que leur offrir du coaching dans le but d’offrir un service exceptionnel aux clients actuels et potentiels de BMO. Comprendre les besoins des clients ou des clients potentiels de BMO afin de réaliser des ventes et d’offrir du service dans l’intérêt des clients. Offrir des conseils aux clients au sujet des produits et des stratégies qui correspondent à leurs objectifs financiers. Repérer des occasions et effectuer des indications de clients à d’autres groupes d’exploitation. Appuyer les activités de vente et de service aux clients afin d’atteindre les objectifs stratégiques en matière d’expérience client et de rentabilité, tout en respectant les exigences juridiques et réglementaires ainsi que les politiques et les processus de la Banque.
- Favoriser une culture conforme à la raison d'être, aux valeurs et à la stratégie de BMO et incarner les valeurs et les comportements de BMO en tout temps.
- Assurer l'harmonisation entre les valeurs et les comportements afin de favoriser la diversité et l'inclusion.
- Faire régulièrement des liens entre le travail et la raison d'être de BMO, établir des objectifs inspirants, définir des attentes précises envers les résultats et assurer une responsabilisation claire en matière de suivi.
- Mettre sur pied des équipes interdépendantes qui collaborent avec les groupes fonctionnels et d'exploitation afin de créer le plus de valeur possible pour toutes les parties prenantes.
- Attirer et retenir les meilleurs talents et favoriser leur avancement professionnel.
- Améliorer le rendement de l'équipe, reconnaître et récompenser le rendement, coacher les employés, appuyer le perfectionnement et gérer le rendement insatisfaisant.
- Chercher à comprendre les besoins des clients en matière de services bancaires aux particuliers et de cartes de crédit et intégrer des offres promotionnelles et des programmes de marketing aux entretiens avec les clients afin de leur donner des conseils stratégiques qui sont dans leur intérêt.
- Coordonner les demandes de service et les processus de résolution de problèmes afin d’assurer un traitement et un suivi précis qui répondent aux attentes des clients ou les dépassent, ou effectuer la transmission hiérarchique des cas aux fins de résolution.
- Développer et entretenir un réseau dans la collectivité afin d’améliorer la visibilité de la Banque, et établir une source d’indications solide pour les nouvelles affaires potentielles.
- Soutenir l’engagement de la Banque au sein de la collectivité et participer aux activités communautaires.
- Résoudre les problèmes liés aux clients en utilisant ses connaissances des services, des produits et des processus de la Banque.
- Effectuer les activités de vente et de service pour le client, conformément aux procédures approuvées.
- Fournir des commentaires concernant les plans d’affaires de la région et aux plans de marché pour optimiser les occasions d’affaires nouvelles et existantes au sein de la collectivité.
- Établir des relations avec des partenaires (p. ex., CDC, Mastercard, Symcor, etc.) afin de se tenir au courant des systèmes interdépendants et des politiques et procédures connexes.
- Examiner les résultats et les mesures de rendement par rapport aux plans et aux normes (p. ex., cibles de vente, cibles de service, cibles d’indications) afin de pallier les lacunes et d’élaborer des plans.
- Analyser les données et les renseignements pour fournir des idées et des recommandations.
- Offrir de la formation technique et du soutien aux employés des succursales afin de maintenir l’efficacité des opérations et des ventes, et recommander des améliorations.
- Gérer les transactions nécessaires pendant les appels avec les clients ou les diriger vers les groupes d’exploitation internes appropriés.
- Résoudre les situations complexes ou non résolues concernant les clients, ou transmettre celles-ci au directeur d’un échelon supérieur aux fins de résolution.
- Tenir à jour ses connaissances liées aux secteurs, aux pratiques et aux tendances des services bancaires aux particuliers et des cartes de crédit, et intégrer celles-ci dans les entretiens avec les clients.
- Établir des relations efficaces avec les parties prenantes internes et externes.
- Protéger la confidentialité des renseignements des clients et de la Banque.
- Déceler et signaler toute habitude suspecte pouvant être associée au blanchiment d’argent.
- Respecter l’ensemble des exigences juridiques et réglementaires du territoire.
- Se concentrer possiblement sur un secteur d’activité ou un groupe d’exploitation.
- Réfléchir de manière créative et proposer de nouvelles solutions.
- Faire preuve de jugement pour repérer les problèmes, en déterminer les causes et les résoudre en respectant les limites établies.
- Travailler généra

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