Occupation Types: Branch/Regional Management

Manager, Service

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a dynamic and business-minded individual to come on board as our Manager, Service within our Member Contact Centre in Regina. You will be responsible for leading a group of inbound team leaders to support and provide the delivery of services to meet our members needs through a virtual channel.

How you’ll be spending your time

  • Leading and coaching a team of direct reports to maximize operations performance and member experience
  •  Ensuring your team delivers financial service solutions that comply with both industry and operational policies, compliance requirements and legislation, while working towards strategic objectives
  •  Building and maintaining relationships with internal partners and external providers
  •  Promoting an environment that continually seeks and identifies opportunities for improvements
  •  Contributing to the development of the team business plan, supporting the development of the department business plan, and executing strategies to meet organizational goals

The way people describe you

  • You are comfortable leading others, and are passionate about empowering your team
  • You are an excellent communicator who develops, fosters, and retains strong relationships with all business lines
  • You listen with patience, and take time to see challenges from all perspectives
  • You are a strategic thinker who looks for solutions in unexpected places
  • You are a team player, who loves to collaborate and cultivate strong relationships
  • You act with integrity and honesty in everything you do
  • You are open-minded, approachable, and nurturing to your team
  • You are innovative by nature, and willing to explore new ideas to achieve desired outcomes
  • You are proactive and results-driven

The experience you bring

  • 3 to 5 years of formal leadership experience
  • Relevant post-secondary education
  • Knowledge and experience to coach retail and small business Contact Centre leadership teams
  • Experience with managing telephony platforms or inbound call center’s

Salary Range:

$86,250 – $123,220 with 15% Short Term Incentive Target

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

  • Preferred rates for all your banking needs helping to make life more affordable.
  • Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
  • Competitive benefit package options covering off all aspects of personal wellness.
  • 7% pension matching after one year of employment to support you towards retirement.

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on March 9, 2025 so apply now! If you have questions about this position, please contact Toni Demorest at jobs@conexus.ca.

VP of Member Experience

Are you a visionary leader with a passion for delivering exceptional member experiences? Radius Credit Union is seeking a dynamic Vice President (VP) of Member Experience to drive innovation, enhance member satisfaction, and lead a high-performing team. If you’re ready to make a lasting impact in a forward-thinking and community-focused organization, we want to hear from you!

Job Profile:

Radius Credit Union is seeking a full-time VP of Member Experience to join our team, effective immediately. This position can be based out of any of our eight branch locations and will involve periodic travel to all branch locations.

Key Responsibilities:

Reporting directly to the Chief Operating Officer, the VP of Member Experience will:

  • Build and lead the member service and investment team to deliver quality member service while achieving organizational goals.
  • Oversee and direct the wealth management functions, strategies and operational plans for Radius.
  • Develop and oversee adherence to organizational policies and standards as they relate to member service, wealth management and fraud.
  • Foster a collaborative environment among member service staff, working closely with supervisors, management and executive leadership to strengthen teamwork and enhance organizational collaboration.
  • Support the achievement of the organization’s goals and strategic initiatives through effective leadership and management.
  • Lead the organization’s Fraud Management team to mitigate risk, develop fraud prevention strategies, and oversee fraud investigations.

The VP of Member Experience will also oversee a full range of performance management responsibilities, including:

  • Setting goals and providing coaching, development, and performance evaluations.
  • Motivating and recognizing staff contributions.
  • Assessing staffing, scheduling, and training needs to support team success.

Qualifications

Our successful candidate will have seven plus years of related experience and/or education in the financial industry. Ideal qualities include:

  • High-level knowledge of financial industry, trends and credit union advantages.
  • Proficient in business development and leadership.
  • Wealth Management & Investment experience is required, including working knowledge and understanding of investment services and registered products.
  • A commitment to self-development, self-motivated and able to work independently to guide a team of individuals to ensure branch activities align with the strategic corporate objectives.
  • A collaborative work style and excellent communication and interpersonal skills with a desire to share time, expertise and success with others.

The Credit Union/Organization:

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5900 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

Join a dynamic team committed to member success and community growth! To become a part of the Radius team please submit your resume, in confidence, by February 26, 2025, via email or mail to:

Radius Credit Union

PO Box 339

Ogema, SK    S0C1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator

michelle.leonard@radiuscu.com

 

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Regional Manager – 2 positions available

Are you a passionate leader with a knack for building strong teams and driving success? Radius Credit Union is on the hunt for two dynamic Regional Managers to oversee operations in our eight branch locations. If you’re ready to make an impact in a collaborative and member-focused organization, we want to hear from you! 

Job Profile:

Radius Credit Union is seeking candidates for two full-time, permanent Regional Manager positions to begin immediately.

  • Regional Manager, South: Overseeing operations in our Torquay, Tribune, Radville and Ceylon Branches
  • Regional Manager, North: Overseeing operations in our Avonlea, Ogema, Pangman and Earl Grey Branches

 

The location of employment will be based at one of the assigned branch locations and will involve some travel to the branches in the assigned region. Consideration will be made for remote employment.

Key Responsibilities:

Reporting directly to the Chief Operations Officer, the Regional Managers will:

  • Build and lead the lending team to deliver quality member service while achieving organizational goals.
  • Oversee the retail lending operations for Consumer, Agricultural, Commercial portfolio and ensure adherence to organizational policies and standards.
  • Foster a collaborative team environment amongst branch staff, working cooperatively with other leaders to oversee the day-to-day operations of assigned branches.
  • Develop an annual budget for assigned branches and provide input into credit union budgeting process.
  • Act as a facility manager for assigned branches overseeing all aspects of the building’s operations.
  • Support the achievement of the organization’s goals and strategic initiatives through effective leadership and management.

The Regional Manager will also oversee a full range of performance management responsibilities, including:

  • Setting goals and providing coaching, development, and performance evaluations.
  • Motivating and recognizing staff contributions.
  • Assessing staffing, scheduling, and training needs to support team success.

Qualifications

Our successful candidate will have seven plus years of related experience and/or education in the financial industry. Ideal qualities include:

  • High-level knowledge of financial industry, trends and credit union advantages.
  • Proficient in business development and leadership.
  • Lending experience is required; working knowledge and understanding of the legal requirements associated with lending.
  • Deposit operations & investment experience is an asset
  • A commitment to self-development, self-motivated and able to work independently to guide a team of individuals to ensure branch activities align with the strategic corporate objectives.
  • A collaborative work style and excellent communication and interpersonal skills with a desire to share time, expertise and success with others.

The Credit Union/Organization:

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5900 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

Join a dynamic team committed to member success and community growth! To become a part of the Radius team please submit your resume, in confidence, by February 26, 2025, via email or mail to:

Radius Credit Union

PO Box 339

Ogema, SK    S0C1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator

michelle.leonard@radiuscu.com

 

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an experienced Branch Manager to lead our Lloydminster Branch to success.

Reporting to the VP, Community Banking, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

As we grow and continue to meet the evolving needs of our members, we’re looking for someone who is passionate about delivering exceptional service, fostering a collaborative environment, and driving operational excellence. Join Synergy Credit Union and help us make a positive impact on the lives of our members!

Key Responsibilities

Leadership and Team Development:

  • Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
  • Oversee performance management, development opportunities, and coaching to help team members succeed.
  • Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

  • Drive business growth through effective sales and service strategies.
  • Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
  • Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

  • Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
  • Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

  • Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
  • Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
  • Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

  • 4 – 6 years of related leadership experience in retail banking or financial services.
  • Post-secondary degree or diploma in business or a related field.
  • Prior leadership or supervisory experience is required.
  • Strong understanding of financial products, services, and risk management processes.
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
  • Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

  • A rewarding leadership position with opportunities for professional growth and development.
  • Competitive compensation package, benefits and pension.
  • Preferred rates on our products and services
  • A supportive and dynamic team environment.
  • The chance to make a meaningful impact in your community.

If you are an experienced leader with a passion for delivering exceptional member service and fostering a positive work culture, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by the end of day on February 9, 2025, referencing competition #251501 in the subject line.

More details

  • Hours: Permanent full-time. 37.5 hours weekly, Monday to Friday and includes a Saturday rotation.
  • Flexibility to work outside various hours is required for travel, events, and meetings.
  • Salary: $121,000 – $151,000 per annum

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an inspiring Branch Manager to lead our Neilburg and Marsden locations to success.

Reporting to the Regional Manager, Business Development, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

As we grow and continue to meet the evolving needs of our members, we’re looking for someone who is passionate about delivering exceptional service, fostering a collaborative environment, and driving operational excellence. Join Synergy Credit Union and help us make a positive impact on the lives of our members!

 

Key Responsibilities

Leadership and Team Development:

  • Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
  • Oversee performance management, development opportunities, and coaching to help team members succeed.
  • Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

  • Drive business growth through effective sales and service strategies.
  • Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
  • Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

  • Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
  • Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

  • Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
  • Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
  • Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

 

Qualifications

  • 4 – 6 years of related leadership experience in retail banking or financial services.
  • Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
  • Prior leadership or supervisory experience is preferred.
  • Strong understanding of financial products, services, and risk management processes.
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
  • Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

 

What do we offer?

  • A rewarding leadership position with opportunities for professional growth and development.
  • Competitive compensation package, benefits and pension.
  • Preferred rates on our products and services.
  • A supportive and dynamic team environment.
  • The chance to make a meaningful impact in your community.

 

If you don’t identify perfectly with the list above but are interested, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by end of day on February 9, 2025, referencing competition #251602 in the subject line.

 

More details

  • Status: Permanent, Full-time
  • Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
  • Location: This position is responsible for two rural branches. Regular travel to Marsden Branch is required to ensure key responsibilities are met for both.
  • Salary: $89,000 – 111,300 per annum

 

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

 

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

 

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

 

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Manager, Deposit Operations

Manager, Deposit Operations – Any Branch location

Closes Monday January 20th, 2025 at 4:00 pm

Do you have a passion for helping people succeed and achieve their goals? If this is you, Cornerstone Credit Union is looking for a highly motivated and exceptional leader to coach, mentor and develop a team of financial professionals to success.

As the Manager, Deposit Operations you will be responsible to oversee and direct the delivery of a full suite of member, deposit and electronic services and ensure compliance with all applicable legislation, regulations, policies and procedures. This role aims to reduce operational risk by effectively communicating relevant issues and solutions to all stakeholders. You will ensure an exceptional member experience by efficiently managing administrative tasks, leading projects, and driving efficiency initiatives, while also contributing to the strategic and operational goals of the credit union.

As Manager, Deposit Operations, you will coach, mentor, develop and motivate a team of Team Leads, Deposit Operations Administrators, and Banking System Application Specialists to meet and exceed member needs while supporting the credit union to achieve goals within all strategic priority areas. You will manage and provide technical direction for the deposit, clearing, and banking system functions within the organization while holding the team accountable to supporting our MemberFirst delivery model and Service Standards.

Post-secondary education in Business or a related discipline with 6 to 8 years of experience including formal leadership is the minimum requirement for this position. Working knowledge of clearing systems, trust registered plan administration, banking system, Automated Teller Machines, investment related products, credit union or other financial institution regulatory requirements, and legislative guidelines are considered advantageous for someone entering this role. You must be comfortable in establishing and evaluating performance standards, making independent decisions and coaching others to solve problems. You will possess strong leadership and interpersonal skills, foster open communication, value opinions and ideas of others and place value on the effect of strong time management, a commitment to excellence and putting our Members First! Cornerstone Credit Union places a strong emphasis on creating a coaching culture, and with this position you will be offered plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

 

Director, Service Excellence

Director, Service Excellence

Full-time Permanent, Access Credit Union

(Travel will be required for this position to rural and urban branches within our geographical footprint)

Starting salary – $138,208

 

Why should you join our team?

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee’s contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:

  • Do good
  • Be better
  • Own it
  • Move forward

What will you be doing?

The Director, Service Excellence is a member of the management team.  The Director, Service Excellence is responsible for executing upon business strategies, leading the development of growth, and developing an advice-based culture.  Dedicated to leading and coaching, the Director, Service Excellence will work directly with Managing Partners to continue to proactively evolve the credit union’s advice- based culture.

Key Responsibilities:

  • Execute upon business strategies and policies to achieve organizational objectives, including providing experience, research, information and recommendations.
  • Lead and participate in management and branch/department meetings, preparing and facilitating presentations or training as required.
  • Communicate and demonstrate commitment to the credit union’s vision, values and strategies in a way that builds support and commitment from the employees.
  • Maintain open communication and cooperation with others to ensure effective teamwork, employee empowerment and motivation, and a friendly and efficient work environment, and consistent quality service.
  • Establish performance standards and evaluate performance of the Member Experience team, to identify training and development needs, recognizing and rewarding employees for achievements and personal and professional growth and development.
  • Develop strong alliances and relationships with partner organizations or vendors that contribute to organizational long term growth and development of Access Credit Union.
  • Maintain current and relevant knowledge of industry trends and competitor products and strategies, and identify and develop tactics that may impact the organization’s market position and member satisfaction;
  • Lead and work collaboratively with the Member Experience team to develop, implement, communicate, and monitor corporate and consumer initiatives relating to achievement of  financial, and sales and service objectives.
  • Coach and mentor employees to achieve results as well as observational coach in branch.
  • Ensure organizational adherence to policy, compliance, privacy, applicable government regulations and legislation, and ensure appropriate internal controls are followed and reported on as required.
  • Collaborate with other department leaders; lead cross-functional project teams; promote change in culture and business systems that will promote strategic goals within the organization.
  • Participate in board, management and planning sessions; preparing and facilitating presentations or training as required.
  • Act as an ambassador for the Credit Union through professional and personal involvement in the community and / or Credit Union system.

This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.

 What do you need?

  • Grade 12 diploma
  • Degree or diploma from a recognized post-secondary institution with studies focused on business or, finance
  • Demonstrated willingness to be a life-long learner; Desire to obtain MBA would be considered an asset.
  • A background in value-based sales training and or possessing a wealth management history would be an asset
  • A minimum of 8 years mid-level experience as a branch manager of a larger, progressive financial institution  branch. Previous demonstrated success and experience coaching and leading for high performance would be a definite asset. Or a combination of education and experience.
  • Proven ability to foster business development and excel in  employee relations and member service
  • Ability to use sound judgement to make timely and effective decisions that consider both short-term and long -term risks, impacts and outcomes
  • Demonstrated knowledge of market trends, lines of business and range of products and services offered internally and/or externally by the credit union and its competitors
  • Strong interpersonal and communication skills, both verbal and written
  • Proficient computer skills

Are you ready to?

  • Be an ambassador for our brand, values and products
  • Ensure things get done efficiently
  • Go home each day feeling accomplished
  • Challenge the status quo
  • Build a career
  • Continue learning

If you are interested in this position, apply today! Application deadline is January 10, 2025.

We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.

 Access Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.

Regional Branch Manager, Dawson Creek, Chetwynd & Tumbler Ridge

 

REGIONAL BRANCH MANAGER, Dawson Creek, Chetwynd & Tumbler Ridge Branch

Title                             Regional Branch Manager

Department                  Branch Operations

Reports to                   Chief Executive Officer (CEO)

SUMMARY

This Regional Branch Manager (position) reports to the CEO and, under executive direction, provides overall management of all three branches’ sales and service functions. Coaching branch managers whilst leading the achievement of sales objectives, superior member experiences, optimal business retention, including investment and loan portfolios, and initiating action to achieve portfolio growth and profitability goals. The position directly or indirectly leads and manages all branch employees, implements marketing plans with the Manager, Marketing for product and service promotion, and produces and analyzes financial reports. This position champions and develops strategies for all sales and service-related activities in the branch and acts as an ambassador for the branch and organization in the community. The position oversees adherence to Credit Union policies and ensures that each branch team functions in a well-managed environment that carefully balances the needs of the membership, the economic environment, and the ongoing sustainability needs of the branches and Credit Union. This position ensures all policies and procedures are complied with and works with the risk and compliance team to ensure effective oversight, performance correction, and that they are kept current.

REGIONAL BRANCH MANAGER KEY RESPONSIBILITIES

The Regional Branch Manager is accountable for branch operations, business development, sales management, and service delivery. The position is responsible for developing and supporting strategies to achieve the Credit Union’s long-term goals and objectives. The position will lead a team to achieve the branches’ sales and service targets. Aviso wealth management employees also report into this position. All goal setting and coaching will be the same as branch managers. The manager actively promotes and maintains effective partnerships with colleagues.

  • Responsible for the development, implementation, and monitoring of the annual branch budgets
  • Reviews and analyses branch reports and credit files regularly and prepares and submits monthly branch reports via branch managers by specified date.
  • Responsible for translating the Credit Union’s strategic goals and objectives into “hands-on” operational goals and individual action plans for branch managers.
  • Sets goals for all pre-determined marketing plans and programs that contribute to the continued growth and development of the Branches, while maintaining an active involvement in community activities. These goals will be reported weekly to the Manager, Marketing to understand the success of the campaigns.
  • Responsible for the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth and identify and capitalize on the potential for growth opportunities.
  • Responsible for the effective adoption and utilization of new technologies, platforms, and digital offerings and leads change management with professional This may involve testing of new products/technology to ensure accuracy.
  • Accountable for the profitability and growth objectives as well as ensuring credit
  • Accountable for ensuring deposit and loan portfolios comply with relevant policy, procedure, legislation, and regulations.
  • Responsible for the appropriate on-going coaching and mentoring of direct employees, along with continuing the growth of a constructive culture.
  • Performs weekly coaching sessions with direct employees, around personal development, branch sales opportunities and cross-selling Credit Union products and services and encouraging employees to provide solutions and recommendations to challenges.
  • Identifies opportunities for direct employee growth; promote motivation, enthusiasm, service excellence, product knowledge and professionalism.
  • Responsible for providing leadership to branch managers in business development through cross selling all Credit Union products and services and pursuing new business by establishing and maintaining contact with the business community.
  • Provides clear performance expectations, encourage employees to contribute to individual and team goals, evaluate and document employee performance, initiates discipline when required.
  • Responsible for facilitating biweekly sales and service
  • Provides technical direction in all areas of member service functions, balancing, security procedures and product information.
  • Provides leadership to all employees which may include subordinate branch and department managers; participates in the hiring of new branch employees, implements training and development programs, establishes performance standards, evaluates performance of subordinate employees, initiates discipline, if necessary, conducts employee meetings, and monitors all branch activities to ensure awareness of operational problems and successes.
  • Develops strategies to promote the sale of all the company’s products and services to expand the existing member book of business, wallet share and new profitable member relationships.
  • Ensures sales process supports and respect member objectives over sales
  • Provides recommendations for product or service improvement based on member
  • Ensures adherence of branch employees to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiates action to rectify problem areas.
  • Implements effective training and development programs for
  • Monitors all branch activities to ensure awareness of operational challenges and
  • Contributes to the branches’ design and development of the business plan, policies and programs to meet objectives, and ensures the even flow of communication concerning overall plans and programs to all levels of the branch employees is maintained.
  • Ensures a maximum utilization of employees and resources within budgetary and policy
  • Reviews and analyzes branch financial reports on a regular basis and prepares and submits branch reports monthly or quarterly as required.

EXPECTED OUTCOMES OF THE ROLE

The Regional Branch Manager’s successful execution of their role will result in the following outcomes:

  • Members view the Credit Union as exceeding expectations in terms of service quality (score)
  • Members are provided with the appropriate products and services that suit their
  • Employees are knowledgeable about the Credit Union’s products and
  • Employees are satisfied and motivated in their positions (engagement)
  • Ensures a professional and safe work environment is
  • Ensures all policies and procedures are adhered

Qualifications

The Regional Branch Manager will have the following education and experience:

  • Post-secondary degree of designation in a business-related field or 10+ years of equivalent experience
  • Minimum 5 years lending experience
  • Risk management and

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

  • Demonstrates strong leadership skills and the ability to develop and maintain high levels of enthusiasm, teamwork, motivation and commitment through leading to the achievement of business goals and exceptional performance
  • Sales and Service focus with an aptitude for business development and relationship building;
  • Maintains a positive attitude towards corporate initiatives and change management
  • Proven ability to coach a diverse team
  • Ability to communicate clearly and effectively, both verbally and in writing
  • Strong commitment to continuous learning
  • Strong analytical skills and entrepreneurial mindset
  • Proven ability to be creative and innovative
  • Thorough understanding of and the proven ability to, perform well in a detail oriented, risk management-focused environment
  • Extensive knowledge of financial products and services
  • Knowledge and understanding of business planning, accounting, lending and sales is considered an asset
  • Proficient with various computer applications including risk management, profitability assessment and scenario planning software

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $111K – $129K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care & Wellnes spending account
  • Paid vacation, sick time
  • Continual training, development and coaching
  • Staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first

If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you

Interested candidates are invited to deliver their cover letter and resume online at our website lakeviewcreditunion.com or send to recruitment@lvcu.ca

Branch Manager

As the key banking alternative in Southern Alberta, 1st Choice Savings serves approximately 18,500 members through a network of 5 branch locations.  1st Choice Savings is a financially strong Credit Union with assets under administration exceeding $950 million and is poised for continued growth.  For further information, please check out their website at www.1stchoicesavings.ca

 

The Position – Branch Manager

 

Location – Westgate

As a Branch Manager, you would be responsible for the management of the branch operations.  While ensuring the members’ financial needs are met, this includes attaining the sales goals in members, loans, deposits, and profitability.

 

In this role, you would be expected to:

  • Demonstrate the capacity to lead, coach and motivate a team to successfully achieve results.
  • Develop and execute a business unit plan to maximize business growth, share of wallet, and achieve member retention and acquisition objectives.
  • Monitor branch performance plans to identify gaps and issues and develop action plans that close performance gaps and resolves issues.
  • Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
  • Develop and maintain a network in the community to enhance the credit union’s visibility and build a strong referral source for new potential business.
  • Build and cultivate a high performing team by using their talent optimally and driving a member experience culture.
  • Serve as a point of escalation to resolve raised issues.
  • Ensuring proper internal controls and risk management procedures are adhered to. members and avoid losses to the Credit Union.

 

Skills and Qualifications:

  • Relevant undergraduate degree with over 4 years of relevant experience.
  • Strong communication skills to liaise with members, employees, and cross functional teams.
  • Have a strong desire and personal ethics towards obtaining top results and to achieve a high standard of excellence.
  • Has strong Business and Digital acumen.
  • Experience as a people manager and the ability to engage a team.
  • Solid sales management and the ability to market 1st Choice Savings.
  • 5-7 years’ experience in consumer lending/credit or investment.
  • Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.

 

 

For further information or to submit a resume, please contact:

 

Lily Harms

Associate People Development

(403) 320-4600

Lharms@1stchoicesavings.ca

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