What this role is all about: Reporting to the Branch Manager, the
Assistant Branch Manager supports leading the retail branch team to deliver exceptional, member-centric experiences aligned with Beem's People First, Digital First strategy. This role assists in achieving branch-level performance goals, operational excellence, member engagement, and compliance. Acting as a key partner to the Branch Manager, the
Assistant Branch Manager helps ensure frontline teams are equipped to deliver advice-first service, drive digital adoption, and foster strong member relationships while driving business growth through a sales goals approach. Additionally, this role provides coaching and development support to team members, contributing to a collaborative and high-performing branch culture.
What you'll do: Operational Support & Leadership- Assist in translating Growth's strategic objectives and alignment with branch goals into actionable plans and monitoring progress.
- Support execution of sales, service, and digital engagement objectives.
- Oversee day-to-day branch operations, including workflow coordination, risk controls, and audit readiness.
- Ensure integration of digital tools and self-service options into member interactions.
- Collaborate with internal teams to maintain alignment with branch and organizational objectives.
- Help manage scheduling and resource allocation to meet member traffic and service needs.
Team Development- Provide guidance and coaching to advisors to strengthen advice-first engagement and operational consistency.
- Support onboarding and training for new team members.
- Reinforce performance expectations and assist in identifying development opportunities.
- Foster a positive, collaborative team environment, including developing a high-performance team.
Member Experience and Sales & Advice Support- Drive branch execution of goals-based advice and referral strategies.
- Encourage and strengthen cross-role collaboration to ensure seamless member experiences.
- Monitor sales and referral activity and share insights with the Branch Manager to identify opportunities.
- Model exceptional service and assist in resolving escalated member concerns.
- Support continuity of member relationships across branch roles.
- Promote feedback loops to improve service delivery and member satisfaction.
Risk & Compliance- Ensure adherence to internal controls, regulatory standards, and ethical sales practices.
- Lead and assist in preparing for audits and compliance reviews.
- Promote a culture of accountability and operational integrity.
Community Engagement- Support local market activation initiatives and community outreach efforts.
- Help identify opportunities to strengthen Beem's presence in the local market.
A little about your qualifications: - Post-secondary education in Business Administration, Finance, or a related field is preferred.
- Minimum 3-5 years of progressive experience in retail banking, financial services, or a member/customer-focused environment.
- Minimum 1-2 years of leadership or supervisory experience.
- Proven track record in sales and service delivery, with strong knowledge of advice-based financial solutions.
- Familiarity with digital banking tools and strategies to drive adoption and enhance member experience.
- Strong understanding of regulatory requirements and ethical sales practices.
- Demonstrated ability to lead through change and foster a collaborative, high-performance culture.
- Equivalent combination of education and experience will be considered.
Total Rewards:Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.
- Compensation: The salary range for this position is $77,400 - $83,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
- Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
- Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
- Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
- Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks
