Assistant Branch Manager - Welland

PenFinancial Credit Union; Welland; On-site; CAD 71,000 - 88,000; Full time

Job summary

PenFinancial Credit Union is seeking an Assistant Branch Manager to join the Branch Leadership team for a two-year leadership opportunity. You will influence and execute the branch's business plans and lead a team to deliver exceptional Member Experience.

This role covers branch operations, lending, deposits, wealth and small business services, while ensuring risk controls and compliance. You will coach staff, develop talent, and travel as needed to support multiple branches.

Qualifications

• Post-secondary degree in finance, business, or related program.
• PFP or CFP designation required.
• Mutual Funds license under MFDA required.

Responsibilities

• Lead branch operations and manage facilities, expenses, and risk controls.
• Develop business opportunities and grow membership through referrals.
• Coach and develop team; ensure branch targets and customer experience goals are met.
• Travel to other branches as needed to cover absences and support growth.

Skills

Communication skills

Relationship building

Leadership

Coaching

Cross-department collaboration

Adaptability

Mentoring

Education

Post-secondary degree in finance or business

PFP or CFP designation

Mutual Funds license (MFDA)

Job description

PenFinancial Credit Union is a member-owned financial institution dedicated to improving lives and strengthening communities across Niagara and Haldimand. Serving nearly 20,000 individual members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise. Guided by cooperative values — accountability, cooperation, respect, and trust — our people are at the heart of everything we do, and our values shape how we listen, collaborate, and serve our Members and communities.

A Living Wage employer with a deep Truly Local Commitment, PenFinancial reinvests a portion of its profits to support programs and initiatives that make a meaningful difference. We’re proud to support our teams with competitive compensation, performance-based success sharing, a defined contribution pension plan, wellness supports, and opportunities for ongoing learning. As a values-driven alternative to traditional banks, PenFinancial is built to put people — not profits — first. Learn more at PenFinancial.com.

Job Description

As part of the Branch Leadership team, this two (2) year leadership opportunity as the Assistant Branch Manager, in conjunction with the Branch Manager, will influence and execute the business plans for their branch. This role will oversee the implementation of business goals and objectives for branch operations and be accountable to achieve them through the Leadership of their team. This will include an understanding of branch operations, lending, deposits, investments, wealth, small business and Member Experience while ensuring both security and safety in accordance with PenFinancial’s strategic objectives. The ABM will build, lead and coach a team focused on elevating exceptional Member Experience and achieving annual financial, Member experience objectives and organization growth.

Differentiating Accountabilities (Duties may vary by branch location and size):

Branch Operations:

• Working with the Branch Manager, support the overall branch operation including managing the facilities, controlling expenses through the application of internal checks and balances, operating budgets, developing and executing initiatives set out in the strategic plan.
• Along with Branch Manager, responsible for all risk controls and audit functions to ensure the branch is compliant with policies and procedures. Lead the accurate, compliant, and timely administration for the branch – “first time right”.
• Lead the adherence to all procedures for cash management and branch opening and closing. Review and analyse financial statements, system generated reports on a regular basis to ensure compliance and prepare and submit branch reports as directed.

Business Development:

• Develop a suite of “centers of influence” outside the branch in order to support referrals and business development activity.
• Seek business development opportunities through reach out and in person connections to grow and develop membership within the branch.
• Ensure sound loan and mortgage decisions within discretionary limits and as appropriate, selling and cross selling credit union loan insurance products through the education of Members.
• Support quality investment advice and identify the appropriate solution including registered and non-registered term deposits, TFSAs, mutual funds, and wealth solutions that fit and meet the Members’ needs. Ensure referral of more complex investment service needs to our Wealth Management team as required.
• Manage performance of direct reports including training, coaching, feedback, and performance reviews.
• Coaches and develops the team on all aspects of a successful Member Experience, through ongoing feedback and leading by example.
• Identify training needs for employees and develop plan to close the gap.

Personal Development and Readiness:

• Continuously evolve in leadership to be ready for future opportunities at any branch location.
• Travel to all branch locations on an as needed basis to cover absences of a Branch Manager or a temporary organizational need.

Perform other assigned responsibilities.

Qualifications

• Post-secondary degree in finance, business, or related program
• PFP or CFP designation is required;
• Continually meet educational requirements to maintain designation.
• Mutual Funds license under MFDA is required
• 5+ years working in banking, with increasing levels of responsibility.

Skills and Competencies:

• Strong communication and relationship building skills.
• Experience handling complex member situations.
• Strong focus on continuous improvement, while maintaining emphasis on organizational goals
• Demonstrated ability to work collaboratively across departments in the achievement of goals
• Adaptive during branch changes and coverage needs
• Experience mentoring and coaching future talent

Salary Range: $70,708 - $88,385

Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

This role is an existing vacancy

Artificial Intelligence (AI) could be used in the application process

Additional Information

• To learn more visithttps://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

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