Branch Manager (II)
Oriental Trading Company
Duncan, British Columbia, Canada
1d ago

If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.

We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

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 :

    1. 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.

    2. 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.

    3. 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.

    4. 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.

    5. 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 :

  • Post-Secondary Diploma in related discipline or equitant (required)
  • Branch Compliance Officer (BCO) for Mutual Funds (regional requirement)
  • Mutual fund license (regional requirement)
  • Five years in a branch leadership level role within a financial institution
  • Sales leadership and coaching experience
  • Experience with Commercial banking and Credit adjudication (preferred)
  • Proficient in computer software programs e.g. Microsoft Office and banking software programs.
  • 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
  • Why work for us?

    Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :

  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible bonus day off every year, and the ability to purchase up to five additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
  • But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.

    We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

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