Assistant Branch Manager (Salt Spring Island)Be the First to ApplyJob DescriptionWe are currently seeking an Assistant Branch Manager (ABM) to join our team on Salt Spring Island. This is a full-time role supporting branch operations Monday through Friday.This role is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch,within designated limits and authority, in the absence of the branch manager.AccountabilitiesLeadership:Provides leadership and direction to assigned branch advisory employees: conducts orientation and training as required. Prioritizes and balances workloads, conducts regular coaching/mentoring sessions, and is responsible for completing performance reviews. Builds and promotes a team environment, reinforces positive behavior, corrects performance and initiates disciplinary action, as required. Works to resolve complex or escalated member issues.Annual Business Plan:Participates in the development and achievement of the annual business plan. Ensures team goals and targets are achieved; ensures employeesreceive 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 Tru Cooperative Bank 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 onlegislative requirements to branch employees, as required .Other dutiesas required by branch leadership. 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 Tru Cooperative.Required Skills,



Experience & QualificationsBachelor's Degree in related discipline or equivalent combination of education and experienceMutual Fund License required depending on regionMust complete the internal Tru Cooperative certification program specific to this role within the required timeframePFP preferred4 years progressive experience in sales advisory roles within the financial services industry experience requiredSales leadership and coaching experience preferredDemonstrated leadership attributes and/or experience coaching a sales teamDemonstrated ability to recognize needs, identify appropriate products and build strong customer relationshipsProven track record achieving or exceeding sales targets in retail lending and investment products and serviceSelf-starter with ability to work independently and solve problems using common sense and sound judgmentDemonstrated ability to be positive and adaptable to change and work in a busy environmentProficient in computer software programs e.G. Microsoft Office and banking software programsDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures. The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch,within designated limits and authority, in the absence of the branch manager.Job InfoJob Identification 3794Job Category Retail BankingPosting Date 07/22/2026, 06:50 PMLocations 124 McPhillips Avenue, Salt Spring Island, BC, V8K 2T5, CA#J-18808-Ljbffr

📌 Assistant Branch Manager (Winnipeg)
🏢 BMO
📍 Winnipeg