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Branch Manager – Financial Services

Sales Talent Agency

This is a Contract position in Vancouver, BC posted October 3, 2017.

Our client is voted BC’s Top Employers and one of Canada’s Best Managed Companies in 2017! They have successfully delivered strong customer service and provided innovative financial solutions for over 75 years, helping customers with their day-to-day banking needs and financial futures. With over 500 branches, our client is among Canada’s 10 Most Admired Corporate Cultures and is actively looking to grow their team of Managers across all markets in BC!
About the Role: Manager, Member Services

Work with an accomplished team of like-minded advisors and managers who, like you, have a passion for not only solving customer’s financial puzzles but also providing simple financial consultation and, building long lasting relationships with their customers and teams. 
Leadership Imperatives:

  1. Executes Strategy
  2. Collaborates Across Enterprise
  3. Develops Talent
  4. Communicates with Purpose
  5. Leads Courageously
  6. Empowers the Results
  7. Leads Change and Transformation
  8. Fosters Innovation

Day-to-day Responsibilities: 

  • Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank’s objectives.
  • Providing training, coaching, development and motivation for bank personnel.
  • Developing forecasts, financial objectives and business plans.
  • Bring out the best of branch’s personnel by providing training, coaching, development and motivation.
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities.
  • Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.
  • Address customer and employee satisfaction issues promptly.
  • Adhere to high ethical standards, and comply with all regulations/applicable laws.
  • Network to improve the presence and reputation of the branch and company.

About you:

  • Minimum of 5+ years experience within the financial services sector, 3+ years of branch management experience (preferably in private banking).
  • Most recent experience in a member/client facing role.
  • Excellent communicator both verbally and written with proven presentation skills.
  • Designation requirement – must have a Mutual Funds License (PFP or CFP designations are a value ad).
  • Bachelor’s degree OR equivalent experience, preferred.
  • You are a self-starter who takes pride in being a strong representative of your brand.

What’s in it for you?

  • Our client was named one of BC’s Top Employers for their great benefits, atmosphere and progressive thinking.
  • Phenomenal opportunity for growth in every direction of the finance industry.
  • Our client is a firm believer in investing in the local communities every day by donating their time, money and expertise.
  • Our client offers a company culture focused on employee development and casual Fridays ( and Saturdays!)
  • Competitive base salary and bonuses.



Skills Required

  • Education level: None
  • Work experience (years): None


Salary: N/D

How to Apply