Branch Manager

Valley First; Kamloops; On-site; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Mental health support

Customizable health benefits

Group RRSP matching

Vacation time & flexible work

Job summary

Valley First, a part of Tru Cooperative Bank, seeks a Branch Manager in Kamloops to lead branch growth, manage sales and service, and strengthen member relationships. You will direct a high-performance team, develop annual plans, and promote the branch within the community while ensuring compliance and profitability.

The role emphasizes leadership, strategic planning, and financial oversight, with a focus on delivering exceptional member experiences and overseeing risk management and regulatory

Qualifications

• Bachelor’s Degree in related discipline or equivalent combination of education and experience required.
• Mutual fund license required depending on region.
• Branch Compliance Officer (BCO) for Mutual Funds required.
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.
• PFP preferred.
• 6 years experience in a branch leadership level role within a financial institution required.
• Sales leadership and coaching experience required.
• Commercial banking experience preferred.
• Credit adjudication experience preferred.
• Demonstrated leadership attributes and/or experience motivating a high-performance team.
• Proven ability to develop and execute on strategic sales and service plans.
• Proven skills in business development and achievement of sales goals and targets.
• Demonstrated written and verbal communication skills with ability to interact with a wide variety of people.
• 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.

Responsibilities

• Lead branch team and promote the branch within the community.
• Develop and direct the annual branch growth and service portfolio plan.
• Oversee sales leadership, coaching, and performance management of branch staff.
• Manage branch marketing plans and operations to align with strategic direction.
• Develop long-term member relationships and opportunities to increase profits.
• Oversee branch credit activities and ensure adherence to policy and regulatory guidelines.
• Ensure risk management processes and staff training to meet compliance.

Skills

Mutual fund license

BCO for Mutual Funds

Leadership

Sales leadership

Branch leadership

Credit adjudication

Strategic sales planning

Risk management

Communication

Education

Bachelor’s Degree in related discipline

PFP preferred

Tools

Microsoft Office

Banking software

Job description

Job Description

We are currently seeking a Branch Manager to lead our branch team in Kamloops. The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and Tru Cooperative Bank within the community; providing sales and service leadership to branch team; coaching and directing the branch management team; developing and successfully executing an annual business plan for the operations, sales management and financial growth of branch; developing and enhancing long-term member relationships; and identifying strategies to increase profits and reduce expenses.

Job Description

We are currently seeking a Branch Manager to lead our branch team in Kamloops. The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and Tru Cooperative Bank within the community; providing sales and service leadership to branch team; coaching and directing the branch management team; developing and successfully executing an annual business plan for the operations, sales management and financial growth of branch; developing and enhancing long-term member relationships; and identifying strategies to increase profits and reduce expenses.

Here’s what would be included as a part of your typical day

• Leadership: Provides leadership and direction to branch team. Ensures development and maintenance of a high-performance culture, by providing training sessions, active coaching, and through performance and sales management activities. Creates a high degree of member satisfaction through engaged employees who are focused on providing a high standard of service to achieve sales, growth and profitability across all lines of business. 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.
• Annual Business Plan: Develops annual business plan for the branch that aligns with the strategic objectives of Tru Cooperative. Reviews branch progress against plan and ensures goals and targets are achieved and/or exceeded. Ensures branch marketing plans, service strategy and operations align with Tru Cooperative’s strategic direction and long-term success factors.
• Business Development: Identifies and develops opportunities to promote the branch and Tru Cooperative within the community. Develops new and enhances existing member relationships by participating in community clubs, associations and events as an advocate to promote the company.
• Financial Management: Oversees all branch credit activities including monitoring, analyzing, pricing, rating, and approving. Ensures credit recommendations and/or approvals are in accordance with established policy, procedures and authorized guidelines.
• Risk Management: Ensures risk management processes and procedures are followed to manage fraud, reduce potential losses and meet regulatory and/or corporate requirements. Oversees branch compliance for mutual funds and PCMLTFA (Proceeds of Crime Money Laundering Terrorist Financing Act) and ensures staff are current in required training (e.g. money laundering) and communicates regular updates/changes to legislation or corporate requirements.

Required Skills, Experience & Qualifications

• Bachelor’s Degree in related discipline or equivalent combination of education and experience required
• Mutual fund license required depending on region
• Branch Compliance Officer (BCO) for Mutual Funds required
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• PFP preferred
• 6 years experience in a branch leadership level role within a financial institution required
• Sales leadership and coaching experience required
• Commercial banking experience preferred
• Credit adjudication experience preferred
• Demonstrated leadership attributes and/or experience motivating a high-performance team
• Proven ability to develop and execute on strategic sales and service plans
• Proven skills in business development and achievement of sales goals and targets
• Demonstrated written and verbal communication skills with ability to interact with a wide variety of people
• 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.

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.