Branch Manager, Wealth Management and Lending – Credit Union, Vancouver – SL1024
Summit Search Group
Vancouver, BC, Canada
2 months ago

Branch Manager, Wealth Management and Lending Credit Union, Vancouver SL1024

We are pleased to be partnering with a rapidly evolving Credit Union in Vancouver, BC looking for two Branch Managers.

Career growth and movement around the organization has led this Credit Union to make 2 critical and strategic hires at the leadership level.

If you have several years of success as a leader within the financial services industry and are ready to take a more meaningful path within your industry, please consider this opportunity.

The benefits to choosing this organization :

  • Leading Edge Approach to Banking : Bank and Credit Unions are evolving, technology allows consumers to complete simple banking tasks at home (or on the go).
  • That said, branches are still busy with complex and highly consultative matters. Which is why this credit union is looking to hire, trusted advisor types to lead with deep understanding of client needs, business problem solving and product knowledge to meet present day expectations

  • Financial Services with Mindfulness : Lead with compassion, levelheadedness and inclusion; join a team that values : honesty, creativity and learning
  • Be a trusted advisor and strategic voice, for your staff and the thousands of members that call this Credit Union home;
  • deliver leading edge ideas to help this CU move forward

    The details of this career opportunity :

  • Work with a senior leadership team to set goals for the branch, build a strategy and execute on the company’s action plan, to drive learning and customer success;
  • the ideal candidate will lead by example

  • Engage with customers when needed and be the face of the company
  • Maintain an active presence of target customers and core clientele, from a senior leadership perspective; and provide expert advice on wealth management and lending process (can be stronger in one area but must understand both)
  • Be the face of this company and bring : polish, articulation, passion for people and transparency
  • What makes you qualified :

  • 8+ years of financial services experience, a portion at leadership level; preferably with a CFP designation
  • Currently at manager level or higher; innovating thinking and comfort with dynamic work environment is preferred
  • Track record to support : strong business acumen, strategic thinking, leadership with an ability to direct a set of activities across varied experience and job title
  • Someone with a set of daily habits that will set an example is needed
  • Clean credit and criminal background is required; will be checked upon offer stage
  • Compensation :

  • $90,000 $105,000 base salary with many added compensation and benefit additions
  • This lifestyle company believes in : family, health and wellness and a balanced life
  • Costs associated with job activities will be covered : travel, entertainment and technology
  • Please contact Sam Lawson at 604-629-5907 or sam.lawson summitsearchgroup.com in confidence for more details or to apply.

    Please note that only those candidates who meet the criteria will be contacted.

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