Manager, Personal Finance

Alterna Sa; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A community-focused credit union in Toronto seeks a Manager Personal Finance to support the Branch Manager with strategic sales responsibilities. The ideal candidate will lead a team, drive sales, and ensure exceptional service. Required qualifications include a university degree and significant experience in sales management. Join a diverse team that values integrity and collaboration.

Benefits

Inclusive workplace policies

Opportunities for professional development

Community-oriented initiatives

Qualifications

• 5 years of relevant experience in sales management.
• Knowledge of coaching principles and member characteristics.

Responsibilities

• Provide training and supervision to sales staff.
• Plan and monitor the Branch's Annual Operating Plan.
• Resolve member complaints to meet their needs.
• Conduct performance appraisals for direct reports.

Skills

Achievement orientation

Sales process understanding

Excellent communication

Problem-solving

Leadership skills

Education

University degree or college diploma

Completion of CSC or IFIC

Tools

MS Office

Job description

Bay Street Branch

800 Bay Street

Toronto, ON M5S3A9, CAN

Description

Reports to : Branch Manager, Bay Branch

Level : H

Scope of Position

The Manager Personal Finance (MPF) supports the Branch Manager in the strategic planning, organization, and administration of all related sales and service functions and activities.

The MPF provides leadership through continuous learning, performance assessment, coaching, and recognition to a team of sales professionals working towards achieving referrals, sales, and service targets.

Major Responsibilities

1. Provide training, coaching, monitoring, and supervision to a team of sales-oriented staff to meet sales, referrals, and service targets.
2. Assist in planning and monitoring the Branch's Annual Operating Plan alongside the Branch Manager.
3. Oversee operational cash and custody controls executed by staff, ensuring compliance with all cash control procedures, including branch verification binder.
4. Assist in audits and monitoring of Branch Reports.
5. Ensure timely filtering and distribution of communications.
6. Coordinate and administer sales campaigns with the Branch Manager.
7. Resolve problems and member complaints to meet the needs of members and Alterna.
8. Ensure ongoing sales meetings and morning huddles, planning content with the Branch Manager.
9. Keep the team updated on industry and corporate changes.
10. Conduct performance appraisals of direct reports and assist in goal setting according to established standards.
11. Identify performance issues, initiate corrective actions, and recommend termination if necessary.
12. Participate in interviews for prospective employees.
13. Serve as Acting Manager in the absence of the Branch Manager.
14. Organize and execute sales activities according to the branch tactical plan.
15. Capitalize on opportunities to retain and grow member business.
16. Develop staff development plans for all branch employees.
17. Conduct sales leadership fundamentals meetings (weekly goal setting, monthly reviews, side-by-side observations).
18. Participate in Head Office initiatives as assigned.
19. Engage staff to achieve all expectations.
20. Ensure members view the organization as exceeding their service expectations.
21. Ensure staff adhere to the code of conduct and service standards.
22. Attain branch sales and referral objectives.
23. Adhere to all operational and risk management policies and procedures, noting exceptions when recommending credit approval.

Contacts

• Director, Branch Operations
• Manager, Branch Operational Efficiency
• Branch Manager
• Department Heads
• Other Branch Managers
• Members

Qualifications

• Thorough understanding of sales processes and management.
• Knowledge of coaching principles.
• Completion of CSC or IFIC.
• University degree or college diploma with 5 years relevant experience.
• Understanding of credit granting principles, lending limits, and investments.
• PFP or CFP preferred but not required.
• Proficiency with Windows and MS Office.
• Knowledge of Alterna products and services.
• Understanding of member characteristics and marketplace knowledge.

Key Skills and Competencies

• Achievement orientation with proven results.
• Knowledge of sales disciplines and ability to motivate diverse teams.
• Knowledge of credit union products, services, and regulations.
• Sound judgment and decision-making skills.
• Excellent communication skills.
• Ability to lead change initiatives.
• Leadership that fosters a positive team environment.
• Strong organization and planning skills.
• Advanced problem-solving skills.
• Computer literacy.

About Alterna Savings :

Alterna Savings and Credit Union Limited has been serving members for over 115 years, offering financial services that transform lives and give back to the community. It comprises Alterna Savings and Credit Union Limited and its subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative outside Quebec, Alterna serves over 210,000 members through 40 branches across Ontario, a call centre, and digital channels, including online brokerage and investment services.

Our corporate culture embodies core values: Collaboration, Integrity, and Respect, fostering a shared goal of financial well-being for employees, members, and customers. We have received numerous awards, including the National Capital Region's Top Employers for eight consecutive years.

We thank all applicants; however, priority will be given to candidates who most closely meet the qualifications and competencies outlined above.

Alterna complies with the Ontarians with Disabilities Act and strives to provide accessible accommodations during recruitment. Please contact our Recruitment Team for assistance if needed.

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