Kelowna, Bc Assistant branch manager Jobs – 3 Openings This Week

Assistant Branch Manager
Valley First, a division of First West Credit Union —Kelowna, BC
- $64,400–$82,500 a year
- Full-time
- Sales
- Microsoft Office
- Business development
Assistant Branch Manager
Royal Bank of Canada —Kelowna, BC
- Full-time
- Sales
- Business
3d
Assistant Manager, Member Services
Coast Capital Savings —Kelowna, BC
- $73,800–$92,300 a year
- Full-time
- Sales
- Recruiting
- Business

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Assistant Branch Manager
Valley First, a division of First West Credit Union —Kelowna, BC
May be assigned a portfolio of members and/or required to hold a Mutual Fund license. Must complete the internal Tru Cooperative certification program specific…
$64,400–$82,500 a year
Assistant Branch Manager
Royal Bank of Canada —Kelowna, BC
Proven success in business growth, as well as establishing community and client relationships. Further, you support the ongoing development of your team through…
3d

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Assistant Branch Manager
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assistant branch manager jobs near kelowna, bc

Assistant Branch Manager

Valley First, a division of First West Credit Union -
Kelowna, BC

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Job details

Full-time
$64,400–$82,500 a year

Qualifications

PFP
Sales
Microsoft Office
Business development
Bachelor's
Risk management
Financial services
Leadership

Full job description

We are currently seeking an Assistant Branch Manager to join our Rutland Branch team.

The Assistant Branch Manager (ABM) is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

Accountabilities

Leadership: Provides leadership and direction to assigned branch advisory employees: conducts orientation and training as required. Prioritizes and balances workloads, conducts regular coaching/mentoring sessions, and is responsible for completing performance reviews. Builds and promotes a team environment, reinforces positive behavior, corrects performance and initiates disciplinary action, as required. Works to resolve complex or escalated member issues.

Annual Business Plan: Participates in the development and achievement of the annual business plan. Ensures team goals and targets are achieved; ensures employees receive the training and tools required to be successful. Participates in setting branch service delivery targets, and inspires employees to provide exceptional service delivery to members.

Business Development: Seeks opportunities to promote the branch and Tru Cooperative Bank within the community by participating in community events, and enhancing or developing new member relationships. Refers new contacts and potential sales opportunities to appropriate advisor.

Financial Management: Ensures direct report’s credit recommendations and/or approvals are in accordance with established policies. Approves credit application within established limits, as required.

Risk Management: Investigates and resolves risk management security issues such as robbery or fraud. Acts as branch compliance officer and completes related legislative processes and procedures; communicates updates on legislative requirements to branch employees, as required .

Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch/Regional Differentiation:

May be assigned a portfolio of members and/or required to hold a Mutual Fund license

People/Thought Leadership

Directly responsible for supervising professional or technical employees

Qualifications

Bachelor's Degree in related discipline or equivalent combination of education and experience
Mutual Fund License required depending on region
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
PFP preferred
Leadership Development courses preferred
4 years progressive experience in sales advisory roles within the financial services industry experience required
Business development experience preferred
Sales leadership and coaching experience preferred

Competencies

Demonstrated leadership attributes and/or experience coaching a sales team
Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships
Proven track record achieving or exceeding sales targets in retail lending and investment products and service
Self-starter with ability to work independently and solve problems using common sense and sound judgment
Demonstrated ability to be positive and flexible to change and work in a busy environment

Skills

Proficient in computer software programs e.g. Microsoft Office and banking software programs

Travel

Overnight travel may be occasionally required, up to 6 times per year

Risk Management

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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