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Assistant Branch Manager

2 months ago

Grande Prairie, Canada CB Canada Full time

Job Title: Assistant Branch Manager

Job Summary:

We are seeking an experienced Assistant Branch Manager to join our team at CB Canada. As an Assistant Branch Manager, you will be responsible for empowering and supporting a 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 well-being
  • 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

Requirements:

  • 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 a related field is an asset
  • Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) certifications are valuable assets

What We Offer:

  • A supportive and engaging work environment
  • Benefits that lead the field
  • A total rewards strategy that includes recognition for a job well done
  • Learning options that support lifelong learning and career-building opportunities
  • Opportunities and support for volunteering in local communities and abroad

About CB Canada:

CB Canada is a leading financial institution that values its employees and provides a great place to work. We are committed to providing a healthy and inclusive work environment and investing in our employees' growth and development.