Assistant Branch Manager - Fairview

Servus Credit Union; Fairview; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Profit sharing

Flexible work options

Health and retirement benefits

Job summary

Servus Credit Union in Fairview is seeking an Assistant Branch Manager to lead the Fairview Branch and drive performance, coaching a team of Financial Advisors to understand member needs and deliver progressive lending and investment services.

The role reports to the Market Director and emphasizes a strong sales process, community focus, and proactive branch growth while maintaining compliance and high service standards.

Qualifications

• 5 years of retail banking experience.
• A minimum of 3 years experience as a Financial Advisor.
• A comprehensive understanding of lending and credit.

Responsibilities

• Motivating and coaching employees to shape members' financial fitness.
• Being proactive in pursuing new business opportunities.
• Monitoring and ensuring financial targets are met or exceeded for the branch.
• Promoting referrals to Wealth Management, Business Banking and 3rd party providers.
• Adhering to policies, procedures, and loss prevention guidelines to mitigate risk.
• Providing support, guidance, and training to all employees to ensure performance improvement and cohesive teamwork.
• Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner.

Skills

Leadership

Coaching

Sales skills

Financial awareness

Customer service

Education

Post-secondary education in Finance

IFIC license

Job description

We are hiring for a Full-time Assistant Branch Manager to join our Fairview Branch!

Posting closes: September 11, 2026

Employment Status: Full-time, 37.5 hours per week

Additional Information: If selected for interview, please come prepared with a 30-60-90 day plan for the branch.

For Internal Use Only - Job Grade: M1/B

At Servus Credit Union, we do things differently - because we're a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it's through profit sharing, competitive rates, or local initiatives that make a real impact, we're here to help Albertans feel good about their money.

We're looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

As an Assistant Branch Manager, reporting to the Market Director, your primary goal is to empower, support and develop your team of Financial Advisors. As an Assistant Branch Manager, you have a passion for leading people and can help your Financial Advisors understand our member's needs, therefore driving performance and success for the branch. You are an expert in the sales process and delivering progressive lending and investment services to our members.

What You'll be Doing:

• Motivating and coaching employees to find opportunities to shape members financial fitness
• Being proactive in pursuing new business opportunities
• Monitoring and ensuring financial targets are being met or exceeded for the branch
• Promoting referrals to our Wealth Management, Business Banking and 3rd party providers
• Adhering to policies, procedures, and loss prevention guidelines to mitigate risk of loss
• Providing support, guidance, and training to all employees as necessary to ensure performance improvement and cohesive teamwork
• Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner

What you Bring:

• 5 years of retail banking experience
• A minimum of 3 years experience as a Financial Advisor
• A comprehensive understanding of lending and credit

Although not required, the following education/certificates are valuable assets:

• Post-secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License (IFIC)

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Competitive compensation including performance-based incentive pay and profit share
• Flexible work options
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!