Organize and oversee operational activities and the work of subordinates to ensure that tasks within specific areas are performed efficiently, in line with operating procedures and policies.
Provide on-the-job training and system guidance, offering constructive feedback to support subordinate development.
In the absence of the SVP/Director of Premium Banking, manage all CB Premium activities as the Branch Manager, specifically within the CB Premium Lounge business model.
Budgets and Plans
Assist in preparing the budget and monitor financial performance in relation to the budget, ensuring awareness of anticipated costs/revenues and identifying areas requiring improvement.
Premium Lounge Value Proposition
Ensure compliance with CB Premium Lounge guidelines by reviewing, monitoring, and updating literature displays/branding materials, requesting new installations as necessary.
Premium Lounge Management
Recommend staffing levels for the Premium Lounge team based on CBQ Premium Lounge targets and mission to ensure adequate staffing.
Oversee operational activities within the Premium Lounge, including opening and closing procedures, security alarm checks, and register control, to ensure the premises’ integrity.
Manage the reporting of Anti-Money Laundering cash deposits, ensuring adherence to CBQ Premium Lounge operations standards.
Supervise all financial and non-financial transactions, ensuring compliance with CBQ Premium Lounge operation standards, including email instruction verification and approval/rejection of documents.
Review and recommend credit facilities to existing and new CBQ Premium Lounge customers, optimizing business opportunities for the bank.
Premium Lounge Performance Management
Motivate and evaluate employee performance according to policies and procedures to foster a performance-driven culture within the CBQ Premium Lounge team.
Premium Lounge Relationship Management
Handle customer complaints and inquiries, ensuring timely and effective resolutions.
Promote self-service channels by encouraging staff to educate customers on using alternative services such as ATMs, POS, Call Center, and other digital services to enhance profitability.
Ensure service level standards are met as evidenced by positive mystery shopping scores and Net Promoter Scores (NPS).
Premium Lounge Capability Building
Recruit and train new employees, ensuring a smooth onboarding process and ongoing capability development to drive performance.
Coach and review staff development to ensure team capabilities align with business performance goals.
Premium Lounge Reporting
Create regular and ad-hoc reports for the SVP/Director of Premium Banking, providing insights into team achievements relative to business targets.
Lead and manage departmental change by continuously improving systems, processes, and practices in line with international best practices, industry standards, and evolving business environments.
Policies, Systems, Processes, and Procedures
Develop and enforce policies, procedures, and controls to ensure compliance with risk, audit, and regulatory requirements, while maintaining cost-effective, quality service.
Quality, Health, Safety, and Environment
Ensure compliance with all relevant quality, health, safety, and environmental policies and controls to ensure employee safety, legislative compliance, and the delivery of high-quality service.
Related Assignments
Perform additional duties as assigned.
MIS and Reports
Ensure timely and accurate preparation of all departmental reports in accordance with CBQ’s policies and standards.
Wealth Management Services
Provide consultation on investment and asset management.
Offer tailored wealth management profiling to meet specific investment needs.
Manage investment and trading services for customers, offering guidance and information.
Acquire new referrals/relationships aligned with the wealth strategy.
Customer Acquisition and Retention
Acquire new relationships and expand existing ones by increasing wallet share and cross-selling.
Gather client feedback to improve value propositions and products, ensuring communication with the Segment Management team.
Build relationship management by conducting joint meetings with Relationship Managers, both in-office and through external visits.
Resolve customer issues and complaints, working to ensure prompt resolutions and uphold customer confidence.