Bank Job Opportunities
1. Assistant Branch Manager – Customer Service (Vancouver)-1300008588
In the role of Assistant Branch Manager you will provide support to the Branch Manager to ensure optimal operation of branch by monitoring and ensuring appropriate controls of day-to-day branch administration and operations. You will conduct proactive one-on-one and/or group training as required to fill skilled knowledge gaps identified in employee development plans, including sales and service management activities as prescribed and provide proactive coaching support as defined by the Branch Manager to address identified skilled knowledge and behavioral gaps. You will be there to assist with the technical training of branch staff and provide on-the-job assistance to inexperienced branch staff. You will manage the daily scheduling of the front line staff to maintain optimum efficiencies and a high level of customer service. In For our customers you will be there to resolve, and if required escalate, day-to-day customer sales and service problems and issues. You will recognize and respond to potential business opportunities through application of appropriate identification, selling, and/or referral techniques. Lastly you will act as a audit and compliance officer for the branch ensuring that bank policies and procedures are met while consistently exceeding customers expectations.
Passion for helping customers and the ability to role model customer service expectations.
Sales oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems and to coach others in this area
Strong communication and relationship-building skills
Solid multitasking and decision-making skills
Managerial Leadership and coaching experience
Sales and Service Management.
Risk Management and Compliance
Good knowledge and understanding of Personal Banking products and solid knowledge of branch operations and auditing requirements; or experience with auditing is an asset
Education and Accreditation
Lending or Credit experience is an asset but not required for the role
Preferred Licensed to sell Mutual funds -Completion of Investment Funds in Canada (IFIC) Canadian Securities Course (CSC) is an asset but not required for the role
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
2. Financial Services Manager Fully Qualified-1300004154
The Financial Services Manager is a key branch role, with knowledge of financial solutions and BMO products across every-day banking, investments and lending. By conducting complete conversations, Financial Services Managers Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.
Customer Accountability –
Engage customers in complete, needs based conversations to Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.
Complete applications and close sales as part of customer interaction
Document identified opportunities, and changes to customer situations and potential needs
Ensure calendars are full by proactively pre-booking customer appointments
Walk the floor: spend a minimum of one hour per week walking the branch floor to engage customers and look for opportunities to book appointments
Proactively contact customers: make out-bound calls from leads and multiple customer databases.
Team Accountability –
Attend and actively contribute to daily and weekly branch meetings
Meet with Customer Service Representatives to collaboratively look for opportunities to fill appointment calendar for the week
Meet with Branch Partners to discuss appointments and cross-referral opportunities
Training Accountability –
For internally-delivered courses, complete all pre-work, pre-reading, and attend all virtual classroom sessions leading up to and between off-role courses
Consult Learning Library as needed to reinforce and supplement knowledge gained in training courses
In preparation for RISR exam, dedicate 1-2 hours per day to self-study
Organizational Accountability –
Discuss performance and complete Coaching for Performance Assessment with branch manager bi-weekly
Conduct one customer appointment with branch manager side-by-side bi-weekly, and receive feedback
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation, identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank’s assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines
Comply with all regulatory, legal and ethical requirements
University degree or equivalent work experience. Completion of the Financial Services Manager development program at BMO or at least one year of equivalent training/experience at another financial institution. Eligible for mutual funds license and lending qualified. Candidates must be willing to participate in a 6 month training program to progressively gain knowledge and build their capabilities. Candidates who do not meet the minimum requirements will be considered an Financial Services Manager in-training until they have fully completed the requirements to become a fully qualified Financial Services Manager.
Mandarin and Cantonese language skills are strongly preferred for this vacancy.
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared
To apply, please send your cover letter and resume to Kim: firstname.lastname@example.org