Assistant Branch Manager - Brockville

Kawartha Financial Services; Brockville; On-site; CAD 56,000 - 89,000; Full time

Benefits offered by this job

Generous vacation time

Pension Plan

Focus on employee well-being

Learning and development

Employee recognition program

Supportive work environment

Job summary

Kawartha Financial Services in Ontario invites an experienced Assistant Branch Manager to lead customer service excellence and branch operations. This permanent, full-time role offers 37.5 hours weekly, a negotiated pay range CAD 55,625.96 to CAD 89,115.00 annually, and a comprehensive benefits package including pension, generous vacation, and learning opportunities.

The role emphasizes building member loyalty, driving sales across products, and maintaining treasury levels, with a living wage

Qualifications

• Post-secondary education with emphasis in business, financial planning or human resources.
• Three to five years of financial services experience.
• Three years of proven management or supervisory experience.
• Three years of sales, service and administration experience.
• Two years of consumer lending experience.
• Mutual Funds License or Financial Planning Designation would be an asset.

Responsibilities

• Contribute to member loyalty and service excellence.
• Assist and support branch operations and human resources functions as required.
• Anticipate and determine the needs of members; transact requests or refer to the suitable service area.
• Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs and initiatives to attain goals.
• Maintain branch treasury and cash levels.
• Assist member service staff with member inquiries.
• Assist with creating and maintaining a supportive environment and coach employees to reach goals.
• Effectively build and maintain teamwork and be a role model of expected staff behaviours.

Skills

Financial services

Management

Sales

Customer service

Lending

Mutual funds license

Education

Post-secondary education

Job description

Description

Assistant Branch Manager (Permanent, Full-time)

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $55,625.96 - $89,115.00 annually

Compensation:

Compensation for this position is determined by skills, experience, and education. It is aligned with the locations market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.

As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes,

• Generous vacation time
• Pension Plan
• Focus on employee well-being
• Dedication to your learning and development
• Celebrating your achievements through our employee recognition program
• Supportive work environment

Position Description

As an Assistant Branch Manager, you will:

• Contribute to the success of the Credit Union by creating member loyalty and providing member service excellence
• Assist and support all branch operational and human resources functions as required
• Anticipate and determine the needs of members. Transact requests or refer the member to the suitable service area
• Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs and initiatives to attain individual, branch and organizational goals
• Maintain branch treasury and cash levels

Assist member service staff with member inquiries

• Assist with creating and maintaining a supportive environment and address performance problems quickly and effectively
• Assist with setting specific goals for service results, help employees develop action plans and coach employees to reach goals
• Effectively build and maintain teamwork and is a role model of all expected staff behaviors

Qualifications

• Post secondary education with emphasis in business, financial planning or human resources
• Three to five years of financial services experience
• Three years of proven management or supervisory experience
• Three years of sales, service and administration experience
• Two years of consumer lending experience
• Mutual Funds License or Financial Planning Designation would be an asset

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.