Branch Manager

FirstOntario Credit Union; Cayuga; On-site; CAD 70,000 - 96,000; Full time

Benefits offered by this job

Health benefits

Health spending account

Personal spending account

Mental health benefits

Pension Plan

Flex-work

Volunteer program

Employee Assistance Program

Exclusive banking benefits

Job summary

FirstOntario Credit Union is seeking a Branch Manager to lead a dedicated team and deliver memorable member experiences while ensuring efficient branch operations.

You will coach staff, drive sales, and focus on end-to-end service, strengthening relationships with members and helping them achieve financial goals.

Qualifications

• Hold a post-secondary degree or diploma in business, finance, or economics or an equivalent combination of education and industry experience.
• Have well-versed people management skills and possess a team building leadership style that is effective in coaching, developing, retaining and motivating a team to deliver on excellent service; experience supporting a unionized workforce is considered an asset
• Be technically sound in every aspect of the operations of a branch in the financial services industry and be knowledgeable of our products and services
• Be knowledgeable in financial markets and interest rate yield/changes and how they affect their business and the Credit Union
• Strong sales management skills in setting and monitoring sales targets, plans, pipelines and activities
• Be analytical and detail orientated when it comes to sales reporting, identifying trends and reviewing the way we deliver our services
• Be adaptable and an organized multi-tasker that thrives in a fast pace, growing work environment
• Be quick to respond to requests for service from all of your clients
• Be comfortable using a computer particularly MS Office and ideally have a working knowledge of a banking system
• Be willing to work irregular hours as required to accommodate branch hours, member meetings, networking and community involvement
• Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures

Responsibilities

• Lead branch team to deliver outstanding member experiences and drive strong business results.
• Coach and provide feedback to team members to build confidence and growth.
• Focus on end-to-end member experience and strong relationships with members.
• Help members meet short- and long-term financial goals.
• Steward digital and multichannel usage to meet member needs.
• Develop and implement plans to grow 3rd party generated business and cross-sell.
• Monitor controls to ensure operational integrity and compliance.
• Manage budget and expenses, taking corrective action when needed.
• Collaborate with internal partners and external contacts to meet goals.
• Encourage staff participation in community events as part of CSR.
• Apply Lean principles to streamline processes and improve efficiency.
• Be a change leader as FirstOntario evolves in delivering services.

Skills

People management

Leadership

Branch operations

Sales management

Analytical

MS Office

Banking systems knowledge

Customer service

Communication

Education

Post-secondary degree or diploma in business/finance/economics

Tools

MS Office

Banking system

Job description

• Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
• Enhanced mental health benefits through SunLife and TELUS Health
• Up to $1000 per year towards professional development
• Pension Plan
• Flex-work environment
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
• Enhanced mental health benefits through SunLife and TELUS Health
• Exclusive banking benefits
• Up to $1000 per year towards professional development
• Pension Plan
• Flex-work environment
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

Job Overview

The Branch Manager is accountable for leading a team of dedicated employees to create memorable experiences for existing and new members while ensuring efficient branch operations.

Role

• Passionately run the branch as if it is your own franchise where trademark member experience take place with every interaction and business results soar
• Regularly coach and provide feedback to your team members to enable them to have confidence in what they do, help them grow and drive to excel
• Focus on the end-to-end member experience to build and maintain incredible relationships with those who do business with us
• Lead your team to help our members meet their short and long term financial goals
• Steward digital and multichannel usage to meet members' needs
• Work to develop and implement an effective plan to keep 3rd Party Generated Business on the books and consolidate other products for these new members with FirstOntario
• Closely monitor and tightly maintain controls in accordance with policies to ensure operational integrity and perform credit quality functions
• Involve your team while you implement disciplined sales and services leadership processes and plans that deliver on member service and campaigns to support achieving annual financial targets
• Be on top of your budget responsibilities by monitoring expense activities and taking prompt corrective action as required
• Collaborate to collectively think of innovative ideas that drive business across the branch environment
• Build and utilize working relationships with internal business partners across the organization and external business contacts to support business goals
• Actively participate and encourage staff to join in community events as part of FirstOntario's overall commitment to Corporate Social Responsibility
• Utilize Lean methodology to streamline work processes and realize cost and resource efficiencies
• Be a change leader as FirstOntario continues to adapt to new and exciting ways of delivering business services
• Consider health & safety as a primary concern to ensure the overall well-being of your team and members
• Perform other duties we may need you to do

Required Skills

• Hold a post-secondary degree or diploma in business, finance, or economics or an equivalent combination of education and industry experience
• Have well-versed people management skills and possess a team building leadership style that is effective in coaching, developing, retaining and motivating a team to deliver on excellent service; experience supporting a unionized workforce is considered an asset
• Be technically sound in every aspect of the operations of a branch in the financial services industry and be knowledgeable of our products and services
• Be knowledgeable in financial markets and interest rate yield/changes and how they affect their business and the Credit Union
• Strong sales management skills in setting and monitoring sales targets, plans, pipelines and activities
• Be analytical and detail orientated when it comes to sales reporting, identifying trends and reviewing the way we deliver our services
• Be adaptable and an organized multi-tasker that thrives in a fast pace, growing work environment
• Be quick to respond to requests for service from all of your clients
• Be comfortable using a computer particularly MS Office and ideally have a working knowledge of a banking system
• Be willing to work irregular hours as required to accommodate branch hours, member meetings, networking and community involvement
• Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures

This posting is for an existing vacancy.

Salary Range: $69,931 to $96,155 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.