Báo cáo thành công

• Enthusiastically participates in and supports all bank sales and marketing programs intended to build a customer base and enhance customer retention.
• Seeks referrals from existing customers and other referrals from the network.
• Contribute directly to the sales, profitability, and business growth of the branch.
• Ensures that the branch's expenses are within the approved budget.
• Maintains and regularly checks the branch's security camera.
• Responsible for preparing a schedule of activities in the branch and assigning the tasks to different individuals depending on their designation in the branch or a particular department.
• Assists the branch manager in looking after the day-to-day operations of the branch and resolves any problems/conflicts faced by the staff in discharging their duties.
• Work closely with the branch manager to devise strategies for improving the overall performance of the branch. S/he implements these strategies and briefs the staff on new policies and practices that need to be adopted.
• Assist the branch manager in preparing budget planning, especially with regard to the operations area. Achieve individual and branch budgets through new customers, referrals, and retention of account relationships by keeping Branch Management and the HR Dept. informed.
• Assist the branch manager in attaining the established branch's goals and annual business plan and proactively develop marketing strategies to improve branch performance as well as to gain more market share. Determines and develops the budget for the daily expenses of the branch.
• Participates in community affairs to increase the bank's visibility and to enhance new and existing business opportunities.
• Reinforce the internal regulations of the Canadian bank, particularly guiding all staff to follow the bank's discipline, to practice professional discretion, to reinforce internal/external relationships, and to adhere strictly to the bank's Code of Conduct.
• Assist the branch manager in evaluating the abilities, capabilities, and knowledge of each staff member to ensure that staff are placed in the right job. Must effectively coach and train colleagues to develop their skills and capabilities.
• Provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance, and staff motivation. Encourages staff to upgrade their foreign language skills, especially English and Chinese.
• Keep a close eye on the local competitors. Identify new market needs and profitable product and service opportunities, keeping Canadian Bank in the lead of the competition.
• Responsible for all duties and functions in the absence of the branch manager.
• Assist the branch manager in creating a friendly environment in the branch that keeps both customers and employees happy.
• Code of Conduct: Must strictly adhere to the bank's Code of Conduct, Guidelines, and Human Resources Policies and Procedures to ensure the professionalism of the bank, such as having good behavior and avoiding abusing or taking advantage of bank customers or bank properties for personal benefits, etc. Take immediate action to stop and report to superiors, senior management, and internal control management any violations or other misconduct.
• May perform duties in the absence of the operation staff, back office staff, or other such management capacities as assigned.
• May have other duties as assigned by his branch manager or senior management of the bank.

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• Bachelor's degree in finance and banking and/or equivalent and advanced Chinese speaking.
• At least 3 years' experience in the bank with 2 years working at a supervisory level in operation, deposit, or accounting.
• Demonstrate capacity in managing and motivating teamwork.
• Have selling skills and understanding of sales culture, preferably acquired in the financial services sector.
• Knowledge of bank operating risk, compliance policies, and procedures.
• Organizational, leadership, and time management skills.
• Negotiation and relationship-building skills.
• Working knowledge of administrative functions in an operational environment, e.g., budgets and personnel administration. Attention to detail and accuracy is critical.
• Sound written and verbal communication skills in English.
• Chinese is an added advantage.
• Computer literacy, Microsoft Word, and Excel.
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