
Assistant Branch Manager (Temporary - Abby Village Branch)
- Abbotsford, BC
- Temporaire
- Temps-plein
- 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 FW 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: 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 First West. Other duties as required by branch leadership.
- Bachelor's Degree in related discipline or equivalent combination of education and experience
- Mutual Fund License required depending on region
- Must complete the internal First West 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
- 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
- Proficient in computer software programs e.g. Microsoft Office and banking software programs
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle