Assistant Branch Manager

First West Credit Union; City of Langley; On-site; CAD 65,000 - 90,000; Full time

Job summary

First West Credit Union in Langley, BC, is seeking an Assistant Branch Manager to lead a team of branch advisory staff and ensure exceptional member service. The role focuses on coaching, performance reviews, and delivering strong sales and service outcomes.

You will participate in annual planning, promote community engagement, review credit recommendations, and safeguard compliance. The ABM will manage operations in the branch in the manager's absence and drive results in a fast-paced retail

Qualifications

• Bachelor's Degree in related discipline or equivalent combination of education and experience.
• Mutual Fund License required depending on region.
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.
• PFP preferred.
• 4 years progressive experience in sales advisory roles within the financial services industry experience required.
• Sales leadership and coaching experience preferred.
• Demonstrated leadership attributes and/or experience coaching a sales team.
• Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships.
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service.
• Self-starter with ability to work independently and solve problems using common sense and sound judgment.
• Demonstrated ability to be positive and flexible to change and work in a busy environment.
• Proficient in computer software programs e.g. Microsoft Office and banking software programs.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Responsibilities

• Lead an assigned team of branch advisory employees and mentor direct reports.
• Participate in annual business planning and achievement of branch goals.
• Develop community relationships and refer new contacts to advisors.
• Approve credit applications within established limits as required.
• Investigate and address risk management and security issues; ensure compliance.
• Manage branch operations in the branch manager's absence and support service delivery.

Skills

Leadership

Coaching

Customer relationships

Problem solving

Independence

Adaptability

Microsoft Office

Education

Bachelor's Degree or equivalent

Mutual Fund License

PFP

Tru Cooperative certification program

Tools

Banking software

Microsoft Office

Job description

Assistant Branch Manager (Willoughby Branch)

Langley, BC, Canada

Job Description

We are currently seeking an Assistant Branch Manager to join our team.

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.

Here’s what would be included as a part of your typical day

Leadership:

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 employees receive 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 on legislative requirements to branch employees, as required.

Other dutiesas required by branch leadership. Utilizes the Day in the Life as a guideline to prioritizeand manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Required Skills, Experience & Qualifications

Bachelor's Degree in related discipline or equivalent combination of education and experience

Mutual Fund License required depending on region

Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe

PFP preferred

4 years progressive experience in sales advisory roles within the financial services industry experience required

Sales leadership and coaching experience preferred

Demonstrated leadership attributes and/or experience coaching a sales team

Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships

Proven track record achieving or exceeding sales targets in retail lending and investment products and service

Self-starter with ability to work independently and solve problems using common sense and sound judgment

Demonstrated ability to be positive and flexible to change and work in a busy environment

Proficient in computer software programs e.g. Microsoft Office and banking software programs

Displays 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 Info

• Job Identification 3823
• Job Category Retail Banking
• Posting Date 08/12/2026, 04:12 PM
• Locations 20193 64 Ave, Langley, BC, V2Y 1M9, CA