Job Description
This position reports to a Branch Manager.
In your role, you will be expected to:
- Guide and coach the team of representatives in identifying clients' financial needs
- Make sure the team promotes the Bank's products and services and refers clients to the right resources.
- Support your team of representatives in achieving their objectives. Guide them and provide advice on work methods and service/business development techniques after setting and following up on performance objectives and business development referrals
- See that the branch's operational activities are carried out efficiently
- Build loyalty by maintaining close relationship with clients and offering them quality service
- Do your part to increase transaction revenues, share of wallet, and client acquisition and retention by soundly managing the branch's expenses and transaction services.
- Ensure compliance with security standards and procedures in effect
More specifically, you will:
- Manage complaints concerning transaction and retail banking services, in particular by handling and documenting complaints received at the branch to make sure their resolution improves client satisfaction.
- Develop an action plan with the Branch Manager, ensure its implementation, and circulate the results of the Client Experience Metrics survey.
- Explain to your team the rules for client segmentation, referrals, transaction execution, risk management, regulatory compliance and branch operating procedures, and make sure they are followed.
- Work with your team and other units to complete various mandates, analyses and special projects, or supervise such activities
- The incumbent must be able to identify risks inherent to Personal and Commercial Banking sector activities
- You will be managing (number of employees)
- You will be in charge of (number of branches)
- The incumbent must be available (…………)
Depending on your academic background and the position level, at least five to ten years of experience in:
- College diploma and four to six years of experience, depending on position level OR University certificate in a related field or National Bank University Program and three to six years of experience, depending on position level OR Bachelor's degree in a related field and one to six years of experience, depending on position level
- Experience in personnel management and coaching
- Experience in business development and customer service
- Knowledge of financial products and services, an asset
- Bilingualism, spoken and written (English and French) an asset
Job ID: 59912