Assistant Branch Manager - Vernon Branch

Socket.dev; Vernon; On-site; CAD 77,000 - 83,000; Full time

Benefits offered by this job

Salary range

Health & Wellness

Vacation & Personal days

RRSP contributions

Beem Perks

Job summary

Beem Credit Union in British Columbia is seeking an Assistant Branch Manager to support the Branch Manager and lead the retail team in delivering member-centric experiences. You will drive day-to-day operations, coach advisors, and promote advice-first service, digital adoption, and strong member relationships while pursuing branch growth.

Reporting to the Branch Manager, you’ll oversee risk controls, staff scheduling, and performance.

Qualifications

• Post-secondary education in Business Administration, Finance, or a related field is preferred.
• Minimum 3-5 years of progressive experience in retail banking, financial services, or a member/customer-focused environment.
• Minimum 1-2 years of leadership or supervisory experience.
• Proven track record in sales and service delivery with knowledge of advice-based financial solutions.
• Familiarity with digital banking tools and strategies to drive adoption and enhance member experience.
• Strong understanding of regulatory requirements and ethical sales practices.
• Ability to lead through change and foster a collaborative, high-performance culture.

Responsibilities

• Translate Growth’s strategic objectives into actionable branch plans and monitor progress.
• Execute sales, service, and digital engagement objectives.
• Oversee day-to-day branch operations including workflow, risk controls, and audit readiness.
• Integrate digital tools and self-service options into member interactions.
• Collaborate with internal teams to align with branch and organizational goals.
• Manage scheduling and resource allocation to meet member traffic.
• Provide guidance and coaching to advisors to strengthen advisory engagement.
• Support onboarding and training for new team members.
• Reinforce performance expectations and develop opportunities.
• Foster a positive, collaborative, high-performance team environment.
• Drive goals-based advice and referral strategies at the branch.
• Encourage cross-role collaboration for seamless member experiences.
• Monitor sales and referral activity and share insights with the Branch Manager.
• Model exceptional service and resolve escalated member concerns.
• Support continuity of member relationships across roles.
• Promote feedback loops to improve service delivery and satisfaction.
• Lead and assist in audits and regulatory reviews.
• Promote accountability and operational integrity.
• Support local market activation and community outreach.

Skills

Leadership

Sales skills

Customer service

Change management

Collaboration

Regulatory knowledge

Digital adoption

Financial solutions

Communication

Project management

Education

Post-secondary education in Business/Finance

Tools

Digital banking tools

Job description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all.We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more: www.beemcreditunion.ca

What this role is all about:

Reporting to the Branch Manager, the Assistant Branch Manager supports leading the retail branch team to deliver exceptional, member-centric experiences aligned with Beem’s People First, Digital First strategy. This role assists in achieving branch-level performance goals, operational excellence, member engagement, and compliance. Acting as a key partner to the Branch Manager, the Assistant Branch Manager helps ensure frontline teams are equipped to deliver advice-first service, drive digital adoption, and foster strong member relationships while driving business growth through a sales goals approach. Additionally, this role provides coaching and development support to team members, contributing to a collaborative and high-performing branch culture.

Whatyou'lldo:

Operational Support & Leadership

• Assist in translating Growth’s strategic objectives and alignment with branch goals into actionable plans and monitoring progress.
• Support execution of sales, service, and digital engagement objectives.
• Oversee day-to-day branch operations, including workflow coordination, risk controls, and audit readiness.
• Ensure integration of digital tools and self-service options into member interactions.
• Collaborate with internal teams to maintain alignment with branch and organizational objectives.
• Help manage scheduling and resource allocation to meet member traffic and service needs.

Team Development

• Provide guidance and coaching to advisors to strengthen advice-first engagement and operational consistency.
• Support onboarding and training for new team members.
• Reinforce performance expectations and assist in identifying development opportunities.
• Foster a positive, collaborative team environment, including developing a high-performance team.

Member Experience and Sales & Advice Support

• Drive branch execution of goals-based advice and referral strategies.
• Encourage and strengthen cross-role collaboration to ensure seamless member experiences.
• Monitor sales and referral activity and share insights with the Branch Manager to identify opportunities.
• Model exceptional service and assist in resolving escalated member concerns.
• Support continuity of member relationships across branch roles.
• Promote feedback loops to improve service delivery and member satisfaction.

Risk & Compliance

• Ensure adherence to internal controls, regulatory standards, and ethical sales practices.
• Lead and assist in preparing for audits and compliance reviews.
• Promote a culture of accountability and operational integrity.

Community Engagement

• Support local market activation initiatives and community outreach efforts.
• Help identify opportunities to strengthen Beem’s presence in the local market.

A little about your qualifications:

• Post-secondary education in Business Administration, Finance, or a related field is preferred.
• Minimum 3-5 years of progressive experience in retail banking, financial services, or a member/customer-focused environment.
• Minimum 1-2 years of leadership or supervisory experience.
• Proven track record in sales and service delivery, with strong knowledge of advice-based financial solutions.
• Familiarity with digital banking tools and strategies to drive adoption and enhance member experience.
• Strong understanding of regulatory requirements and ethical sales practices.
• Demonstrated ability to lead through change and foster a collaborative, high-performance culture.
• Equivalent combination of education and experience will be considered.

Total Rewards:

Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: The salary range for this position is $77,400 - $83,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness:Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away:Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being:Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks:Free banking accounts, special mortgage and lending rates, and preferred financial perks

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.