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Assistant Branch Manager
2 months ago
We are seeking an experienced Assistant Branch Manager to join our team at CB Canada. As a key member of our leadership team, you will be responsible for empowering and developing our team of Financial Advisors to drive performance and success for the branch.
Key Responsibilities- Motivate and coach employees to identify opportunities to enhance members' financial fitness
- Pursue new business opportunities proactively
- Monitor and ensure financial targets are met or exceeded for the branch
- Promote referrals to Wealth Management, Business Banking, and third-party providers
- Adhere to policies, procedures, and loss prevention guidelines to mitigate risk of loss
- Provide support, guidance, and training to employees as needed to ensure performance improvement and cohesive teamwork
- Prepare accurate and complete documentation, process account changes, and handle member inquiries in a timely and efficient manner
To be successful in this role, you will need at least 5 years of retail banking experience, including experience as a Financial Advisor and a solid understanding of lending and credit principles.
Post-secondary education in Finance or related studies is an asset, as is certification in Investment Funds in Canada, Personal Financial Service Advice, and Financial Planning I.
What We OfferCB Canada is committed to providing a supportive and engaging work environment, with benefits that lead the field, a total rewards strategy that includes recognition for a job well done, and opportunities for lifelong learning and career-building.
We also offer a chance to make a difference in our communities through volunteering and fundraising initiatives.
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