Assistant Branch Manager

1 month ago


Guelph, Ontario, Canada Meridian Full time
Job Summary

Meridian is seeking an experienced Assistant Branch Manager to join our team. As a key member of our leadership team, you will be responsible for supporting and guiding a team of financial services professionals in a specific branch location.

Key Responsibilities
  • Support and guide a team of financial services professionals in a specific branch location.
  • Understand and implement branch operations, lending, deposits, investments, wealth, small business, and Member Experience strategies.
  • Build, lead, and coach a team focused on elevating Meridian's Member Experience and achieving annual sales and experience objectives.
  • Foster and promote Meridian's Member Experience strategies while envisioning new ways to add value for current and future Members.
  • Recognize and reward phenomenal service in action.
  • Empower the team to resolve escalated Member Concerns and create action plans to avoid issues in the future.
  • Ensure that branch staff receive proper training to demonstrate abilities to sell and cross-sell products and services that meet individual Member needs.
Requirements
  • At least 3-5 years of retail banking experience, including strong working knowledge of all lending and investment products.
  • Post-secondary education in Finance or Business Administration or related field.
  • Previous leadership experience along with a Mutual Funds License, PFP, or CFP designation are considered assets.
  • Established network of COI (Centre of Influences) is an asset.
What We Offer
  • A competitive salary and benefits package.
  • A comprehensive training program to help you develop your skills and advance your career.
  • A collaborative and inclusive work environment that encourages creativity and innovation.
  • The opportunity to work with a dynamic and forward-thinking organization that is committed to making a positive impact in the community.


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