Assistant Branch Manager

3 weeks ago

Fort Erie, Ontario, Canada Meridian Full time
About the Role

This is a leadership position within our retail banking team, reporting directly to the Branch Manager. As an Assistant Branch Manager, you will play a key role in supporting and guiding a team of financial services professionals in a specific branch location.

Key Responsibilities
  • Member Experience
    • Foster and promote strategies to enhance the Member Experience, identifying new ways to add value for current and future Members.
    • Recognize and reward exceptional 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.
  • Employee Experience
    • Unleash the ability of each person through coaching to improve performance, solve problems, and grow careers.
    • Demonstrate openness to new ideas by facilitating open dialogue where all are included, as well as promoting entrepreneurial growth mindsets amongst the team.
    • Foster individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
    • Establish and maintain efficient recruiting, training, coaching, recognition, performance standards alongside Branch Manager.
  • Strategic Initiatives
    • Lead branch activities in support of expanding the Member relationship and growing share of wallet.
    • Ensure appropriate focus, integration, and relationship building with business partners in Commercial, Wealth and Small Business within the market.
    • Build and maintain strong partner relationships with key corporate support partners.
    • Provide feedback to assist with the evaluation of new programs, channels, and technologies.
    • Cascade communication of the strategic direction & priorities of the organization to branch staff.
  • Operations – Planning, Metrics and Reporting
    • Maintain all risk controls and audit functions to ensure the branch is aligned with policies and procedures.
    • Review and complete branch reporting for performance monitoring.
  • Community Experience
    • Partner with the DVP and Branch Manager to create a robust Community engagement plan for the specified market.
    • Discover ways to support local community organizations and activities through Business Development and Good Neighbor Program with appropriate planning, preparation and delivery of Meridian hosted Community events.
    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 designations are all considered assets.
    • Established network of COI (Centre of Influences) an asset as well.
    Skills and Abilities
    • Ability to adapt and prioritize; plan workload in a dynamic, fast-paced environment.
    • Exceptional negotiation, interpersonal, written, and oral communications skills. Able to mitigate and resolve Member Concerns.
    • Effective analytical skills including solid understanding of financial budget analysis, staffing models and scheduling is an asset.
    • Relationship building skills with an ability to effectively partner cross-functionally.
    • Confident presentation skills to lead meetings and to present ideas for socialization to achieve buy-in.

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