Branch Manager (Orchard Plaza Branch)

Valley First, a division of First West Credit Union; Kelowna; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Branch Manager to lead their team in Kelowna. In this pivotal role, you will drive the growth strategy and service goals for the branch, ensuring exceptional member satisfaction through effective leadership and community engagement. Your expertise in financial management, risk assessment, and business development will be key to enhancing member relationships and achieving financial targets. This position offers a unique opportunity to make a significant impact within a supportive and inclusive environment, where your contributions will be valued and rewarded. Join a forward-thinking organization committed to empowering its employees and making a difference in the community.

Benefits

Mental health coverage

Customizable health benefits

Performance-based compensation

Vacation time

Flexible work arrangements

Employee banking advantages

Group RRSP matching

Paid time off to volunteer

Qualifications

• 6+ years in branch leadership within a financial institution required.
• Must complete internal certification program specific to this role.

Responsibilities

• Develop and execute annual business plan for branch operations.
• Provide leadership and coaching to ensure high performance culture.
• Identify opportunities for community engagement and member relations.

Skills

Leadership

Sales Management

Business Development

Financial Management

Risk Management

Communication Skills

Coaching

Credit Adjudication

Education

Bachelor’s Degree in related discipline

Mutual fund license

Branch Compliance Officer certification

Tools

Microsoft Office

Banking software programs

Job description

We are currently seeking a Branch Manager to join our team.

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 First West 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 First West.
• Annual Business Plan: Develops annual business plan for the branch that aligns with the strategic objectives of First West. 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 First West’s strategic direction and long term success factors.
• Business Development: Identifies and develops opportunities to promote the branch and First West 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 depending on region
• Must complete the internal First West 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.

Take the next step in your career as part of our team. Apply for this opportunity!

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 First West Credit Union, 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 firstwestcu.ca for more information on First West Credit Union.

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

Job Info

• Job Identification 3038
• Job Category Retail Banking
• Posting Date 12/19/2024, 06:25 PM
• Locations 1860 Cooper Road, Kelowna, BC, V1Y 8K5, CA