Assistant General Manager

7 months ago

North Vancouver, Canada BlueShore Financial Full time

**Assistant General Manager - Parkgate Branch**

**Key responsibilities of this role are**:

- Provides exceptional sales and service leadership to branch staff to ensure effective branch operations and successful sales and service to clients. Effectively manages to the BlueShore Financial Spa experience.
- Manages direct reports including: recruitment, retention, development of individual objectives, ongoing performance management, and determining salary increases.
- Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth.
- Provides development opportunities for staff through various sources including branch learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place.
- Approves mortgages/loans within limits. Makes recommendations to Senior General Manager above limits.
- Ensures the effective completion of various cash and compliance duties.
- Manages a variety of loss prevention and security activities including: conducting surprise cash counts, reporting deficiencies, addressing audit issues, monitoring safety, keeping aware of possible money laundering situations, and maintaining premises security including branch, ATM and night deposit areas. Acts as a branch resource for branch staff on security policies and procedures. Oversees a variety of branch operation/security activities as outlined in our BlueShore Financial procedures.
- Ensures compliance with audit and security standards, policies and procedures. Keeps informed of changes to the same and apprises staff.
- Resolves more complex member issues or complaints

**Essential Developmental Accountabilities**:

- Develop, implement and manage annual business plan goals and objectives.
- Manage and report on pipeline of business. Forecasts potential growth and run off.
- Works on corporate projects and initiatives assigned, including committees and Enterprise Wide Project Plans.
- Completes branch specific workforce planning reviews and ensures the successful implementation of employee retention strategies.
- Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch. Makes recommendations for approvals above prescribed limits.

**Qualifications and Experience**
- 5 years progressive sales experience in the financial services industry
- 3 years supervisory or management experience
- Mutual Funds or Canadian Securities Course an asset
- Branch Compliance Manager and asset
- Personal Financial Planner (PFP®) or Certified Financial Planning (CFP) designation an asset
- Solid knowledge of lending practices and procedures

**Pay Transparency**

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $75,000-$95,000 year, plus competitive variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.

**What BlueShore Financial can provide you**:

- 4 weeks of paid vacation to start, plus paid personal and wellness days
- Intended development into a General/Branch Manager position
- Our head office is local, and we can provide future opportunities a big bank can’t match on the west coast
- Opportunity to work in a world-class, award-winning organization
- Continuing education assistance
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

**What BlueShore Financial needs from you**:

- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area

**Be Richly Valued.** At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our valuesunite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike a

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