Assistant Branch Manager (Salt Spring Island)

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

Job summary

First West Credit Union is seeking an Assistant Branch Manager for Salt Spring Island. The role leads a team, drives sales and service targets, and ensures compliance with banking policies.

You will coach staff, develop community relationships, and support branch operations from Monday to Friday. The position requires a degree or equivalent experience, relevant licenses, and strong leadership in financial services.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Mutual Fund License required depending on region.
• Must complete Tru Cooperative certification program within required timeframe.
• PFP is preferred.
• 4 years of progressive sales advisory experience in financial services.
• Sales leadership and coaching experience preferred.
• Proven ability to build strong customer relationships.
• Proven track record achieving sales targets in retail lending/investment products.
• Self-starter with ability to work independently and solve problems.
• Able to adapt to change in a busy environment.
• Proficient in Microsoft Office and banking software.

Responsibilities

• Provide leadership and mentoring to assigned branch advisory employees.
• Lead achievement of annual branch business plan and service targets.
• Promote the branch and Tru Cooperative Bank within the community.
• Approve credit within established policies and limits as required.
• Identify and mitigate risk; act as branch compliance liaison.
• Perform other duties as required by branch leadership.

Skills

Sales leadership

Branch operations

Coaching skills

Customer relationships

Risk management

Credit knowledge

Financial services

Team leadership

MS Office

Education

Bachelor's Degree

Mutual Fund License

Tru certification program

PFP

Tools

Banking software

CRM software

Core banking systems

Job description

Assistant Branch Manager (Salt Spring Island)

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Job Description

We are currently seeking an Assistant Branch Manager (ABM) to join our team on Salt Spring Island. This is a full-time role supporting branch operations Monday through Friday.

This role 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.

Accountabilities

• 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 duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and 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 3794
• Job Category Retail Banking
• Posting Date 07/22/2026, 06:50 PM
• Locations 124 McPhillips Avenue, Salt Spring Island, BC, V8K 2T5, CA