Job Description
This position reports to a Regional Vice-President.
In your role, you will be expected to:
- Meet the branch's financial contribution target (based on the regional business plan) by presenting it to your team and identifying the expected behaviours and business development activities
- Provide personalized coaching to advisors, the customer service manager, and the business development support team to help them develop their skills and progress in their careers
- Oversee the hiring, development and performance management of all members of your team
- Motivate your team to ensure a superior client experience
- Ensure that members of your team apply and adhere to the established rules of engagement regarding client segmentation, referrals, transactions, risk management, regulatory compliance and branch procedures
- Act as a Branch Compliance Officer (BCO), overseeing all Mutual Fund Representatives (MFRs) assigned to the unit and ensuring that all transactions comply with suitability and compliance rules
- Build lasting relationships with branch clients through various acquisition and retention activities
- Optimize the quality of service offered to small businesses by assigning advisors based on the branch's market potential
- Act as an ambassador for the Bank within the local community and build profitable relationships with primary business partners
- Identify the risks inherent to Personal and Commercial Banking sector activities
- Manage 10 employees
- Be responsible for 2 branches
- Be available 2 evenings
Depending on your academic background and the position level, at least five to ten years of experience in:
- Depending on your academic background and the position level, at least one to six years of experience in:
- Managing and coaching an advisory services/business development team
- Business development in the financial industry
- College diploma and four to six years of experience, depending on position level
- University certificate in a related field or National Bank University Program and three to six years of experience, depending on position level
- Bachelor's degree in a related field and one to six years of experience, depending on position level
- Knowledge of financial products and services, an asset
- Bilingualism, spoken and written (English and French) an asset
Job ID: 62557