Scope of Position
Reporting to the Region Head, Member Experience, the Branch Manager provides overall leadership in the achievement of team sales objectives and related activities to achieve a high standard of operational effectiveness, superior member / client experiences and optimal sales performance (including new business acquisition and retention).
This position is responsible for the achievement of high impact service delivery across all roles within the assigned branch, building effective relationships with sales and service partners to ensure that superior member / client care is delivered.
Through ongoing coaching and development, the Branch Manager develops and implements strategies to maximize employee capability and engagement.
This role also fosters a high performance sales culture, implementing strategies and change initiatives that contribute to the achievement of established branch targets and ultimately the organization’s strategic goals.
Develops, manages and fosters high-performance sales culture that maximizes growth and promotes credit and service quality.
Creates an engaging environment that aligns with Alterna’s values, while encouraging and guiding employees to realize their maximum potential.
Coaches, mentors and develops staff through clearly defined and measurable goals, establishing expectations to ensure sales targets are met.
Evaluates the market for current industry trends, potential growth and uses this information to build tactical sales activities that will help achieve branch goals.
Translates the organization’s quarterly goals and objectives into effective strategies and performance targets for their assigned team.
Oversees the branch operations ensuring that goals are being met and reports regularly on progress toward sales and business development plans.
Accountable for resolving complex problems related to member satisfaction to ensure the needs of the member, staff and credit union are met.
Ensures the adherence of internal controls, timely reporting and accurate internal audit processes, while maintaining balance between effective risk management and efficient, effective member / client service.
Promotes and communicates Alterna’s vision, values and strategic objectives to employees in a way that builds understanding and commitment.
Establishes performance standards and evaluates employee performance to identify gaps in development or capability and implements strategies to address the gaps.
Through workforce alignment strategies, recruits, assesses and selects employees that meet the highest standards of competency.
Leads coordination of Branch SWOT analysis.
Interviews and selects candidates for available positions with the branch.
Understands and demonstrates support for Alterna’s commitment to corporate social responsibility while establishing networks within the community to develop recognition of the Alterna brand.
Expectations / Outcomes
Achieve quarterly and annual sales goals within budget using key measurements of FUM, net income contribution and efficiency ratios
Implements business plans that result in portfolio growth and profitability for the branch.
Alterna’s members will view the organization as exceeding their expectations in terms of service quality.
Satisfactory internal and external audits
Build strategic business relationships
Alterna’s member will have the appropriate products that suit their needs.
Ensures branch employees are knowledgeable about Alterna’s products and services.
Branch employees understand the standards by which they are being measured, are engaged and motivated to achieve results.
Professional and safe work environment is maintained.
All policies and procedures are adhered to.
Identify and duly note any exceptions to policy and procedures when recommending approval for credit
Post-secondary degree or diploma and minimum 5-7 years of relevant experience or an equivalent combination of education and experience.
Completion or enrolled in CSC of IFIC
Completion or enrolled in PFP or CFP
Branch compliance course recommended but nor required
Minimum of 3+ years credit granting experience
Experience conducting SWOT analysis and using data to direct branch resources in the most efficient and effective manner
At Alterna, we offer a competitive total rewards program and an opportunity to truly make a difference. If you put people first and value excellence and integrity, we hope you'll apply!
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 the recruiter to let us know how we can accommodate you.
For more than 100 years, Alterna Savings and Credit Union Limited has been charting new directions to help Ontarians achieve their financial dreams and build strong, vibrant communities.
The first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares our expertise with more than 143,000 members.
Holding over $5.2 billion in assets under administration, we offer a full suite of financial services online, by phone, by mobile and through a network of 34 branches across Ontario, including our federated partners Peterborough Community Savings, and Nexus Community Savings, both divisions of Alterna Savings and Credit Union Ltd.
Alterna Bank is a wholly-owned subsidiary of Alterna Savings. Alterna Bank offers innovative, online financial services to all Canadians.
Alterna Saving’s members also have access to the 2nd largest surcharge free ATM network in Canada with THE EXCHANGE® Network.
For more information please visit www.alterna.ca.