Manager, Personal Finance (Quinte Market)

Alterna Sa; Belleville; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dynamic Manager of Personal Finance to lead a dedicated sales team at its Belleville branch. This pivotal role involves coaching and developing team members to meet sales and service targets while ensuring compliance with operational standards. The successful candidate will play a crucial part in strategic planning and will have the opportunity to impact the financial wellbeing of members in a collaborative and supportive environment. Join a company with over 115 years of experience in transforming lives through innovative financial services and be part of a culture that values integrity and respect.

Benefits

Flexible Work Hours

Professional Development Opportunities

Health and Wellness Programs

Employee Recognition Programs

Qualifications

• 5+ years of relevant work experience in sales and management.
• Strong understanding of credit granting and investment principles.

Responsibilities

• Lead and coach a sales team to achieve targets and service excellence.
• Oversee operational controls and ensure compliance with policies.

Skills

Sales Management

Coaching Principles

Communication Skills

Problem-Solving Skills

Leadership

Education

University Degree/College Diploma

CSC or IFIC Certification

PFP or CFP (recommended)

Tools

MS Office

Windows

Job description

Manager, Personal Finance (Quinte Market)

Job Category: Retail Branches

Requisition Number: MANAG003167

Posted: January 8, 2025

Type: Full-Time

Location: On-site

Description

Scope of Position

The Manager Personal Finance (MPF) supports the Regional 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 who are working towards achieving referrals, sales, and service targets. This role will be located at the Belleville branch and will be required to provide support for all 3 branches (Belleville, Trenton, and Frankford) as needed.

Major Responsibilities

• Provide training, coaching, monitoring, and supervision to a team of sales-oriented staff in order to meet sales, referrals, and service targets.
• Assist in the planning and monitoring of the Branch Annual Operating Plan.
• Oversee operational cash and custody controls executed by staff, ensuring compliance and cash control procedures.
• Assist in audit and monitoring of Branch Reports.
• Filter and distribute communications in a timely manner.
• Coordinate and administer sales campaigns with Branch Manager & Regional Manager.
• Resolve problems and member complaints to ensure the needs of members and Alterna are met.
• Ensure sales meetings and morning huddles are ongoing by planning content with Branch Manager & Regional Manager.
• Ensure the team is up to date on all industry and corporate changes.
• Conduct performance appraisals of direct reports and assist them in setting goals in accordance with established performance standards.
• Identify performance problems of direct reports, initiate corrective action, and make recommendations including termination if necessary.
• Participate in interviews for prospective employees.
• Serve as Acting Manager in the absence of Branch Manager(s).
• Organize and execute sales activities as per branch tactical plan.
• Capitalize on opportunities to retain and grow the business of members.
• Ensure staff development plans are in place for all branch employees.
• Conduct sales leadership fundamentals (meetings) with employees as expected (weekly goal setting, monthly review, and monthly side by side observation).
• Participate in Head Office initiatives as assigned by Branch Manager.
• Engage staff to achieve all expectations.
• Ensure Alterna members view the organization as exceeding their expectations in terms of service quality and loyalty.
• Ensure staff adhere to code of conduct and service standards.
• Achieve Branch Sales and Referral Objectives.
• Adhere to all Operational and Risk Management policies and procedures.
• Identify and duly note any exceptions to policy and procedures when recommending approval for credit.

Qualifications

Education / Certifications / Experience

• Thorough understanding of sales processes and sales management.
• Thorough understanding of coaching principles.
• Completion of CSC or IFIC.
• University degree/college diploma with 5 years of relevant work experience.
• Thorough understanding of credit granting principles with a lending limit and solid knowledge of Investments.
• PFP or CFP recommended but not required.
• PC literate (familiarity with Windows and MS Office based technologies).
• Thorough understanding of Alterna products and services.
• Knowledge of the (internal/external) member’s unique characteristics.
• Industry and marketplace knowledge to develop creative and high-quality solutions to member needs.

Key Skills and Competencies

• Achievement orientation with a proven ability to sustain results.
• Thorough knowledge and understanding of sales disciplines and a demonstrated ability to motivate and coach a diverse team to achieve sales results.
• Solid knowledge of credit union products, services, philosophies, and principles.
• Advanced knowledge of credit and investment products, legislation, regulations, and policies.
• Ability to exercise sound judgment and make decisions.
• Excellent verbal and written communication skills for effective interaction with teams, colleagues, and members.
• Ability to lead, implement, and promote change initiatives.
• Demonstrates leadership that creates a positive team atmosphere and productive work environment.
• Superior organization and planning skills.
• Advanced problem-solving skills.
• Comfortable using various computer applications.

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking for over 115 years, creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

Working at Alterna

We are incredibly proud of our corporate culture of Integrity, Respect, and Collaboration, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

* Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

* Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.