Assistant Branch Manager (North Delta Branch)

First West Credit Union; Delta; On-site; CAD 65,000 - 90,000; Full time

Job summary

First West Credit Union is seeking an Assistant Branch Manager to lead a team of branch advisory staff and ensure exceptional member service. You will coach, mentor, set goals, monitor sales/service targets and drive branch performance in a fast-paced environment.

You will manage credit decisions within policy, promote community engagement, and ensure compliance while supporting the branch manager in daily operations. Strong leadership and sales experience are essential.

Qualifications

• Bachelor's Degree in related discipline or equivalent combination of education and experience.
• Mutual Fund License required depending on region.
• Must complete internal Tru Cooperative certification program specific to this role within the required timeframe.
• PFP preferred.
• Leadership Development courses preferred.
• 4 years progressive experience in sales advisory roles within the financial services industry.
• Business development experience preferred.
• 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.

Responsibilities

• Lead and mentor a team of branch advisory staff; conduct performance reviews.
• Contribute to annual business plan and ensure targets are met.
• Promote the branch and Tru Cooperative Bank in the community and develop member relationships.
• Oversee credit recommendations and approvals within policy.
• Investigate and resolve risk management and security issues; act as branch compliance officer.

Skills

Leadership

Coaching

Sales targets

Customer service

Problem solving

Team management

Communication

Education

Bachelor's Degree in related discipline

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

1. 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.

2. 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.

3. 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.

4. 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.

5. 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

• Leadership Development courses preferred

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

• Business development experience preferred

• 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.