Key Responsibilities:
Supervision of Subordinates
- 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.
Skills:
Change Management
- 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.
Education
- Diploma in Business or equivalent.