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, 1^st Choice Savings serves approximately 18,500 members through a network of 5 branch locations. 1^st 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 1^st 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

Manager, Advisory Services

af·fin·i·ty (noun):

a natural compatibility
the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary member experiences. If you have an affinity for working where your achievements are celebrated, then a career with us might be the perfect fit.

Lead a team of advisors as a Manager of Advisory Services (Branch Manager) at one or more of our Saskatoon locations. You’ll coach talent that delivers exceptional service & professional advice to our personal, commercial & agricultural members. Fuel your passion for growing relationships at Affinity, where our hearts, business and profits live in Saskatchewan.

What you’ll do:

Manage all aspects of the advice centre(s) under a regional staffing model
Use metrics, performance indicators and CRM tools to deliver a seamless member experience
Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving & operational excellence
Fulfill reporting requirements and recommend improvements relating to performance, capacity, and risk management

What you’ll get:

The support to grow in your career with opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package with health & dental benefits, pension & health spending account
Vacation time, personal days off & a paid volunteer day to maintain a healthy life/work balance
A referral bonus when you scout great talent & they join our team

What you’ve got:

A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
Advanced knowledge of advice centre operations and financial products and services
Ability to successfully build, empower & focus a team to achieve results
Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

Branch Manager

Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:

Branch Manager

Full Time, Permanent – Labrador City

We are a dynamic financial institution dedicated to delivering exceptionally high-quality service to our members. Our mission is to create a positive impact on our community through excellent financial services and member satisfaction. We are seeking a motivated and skilled individual to join our team as a Branch Manager.

In the initial stages of employment you will embark on a comprehensive training program designed to prepare you for the role of Branch Manager. You will work closely with the outgoing Branch Manager, who will be present throughout the transition period to provide guidance and support. This unique opportunity will allow you to learn and develop the necessary skills to eventually take on the role of Branch Manager and lead our branch to success.

Key Responsibilities of Branch Manager:

Oversee the day-to-day operations of the retail branch
Develop and maintain relationships with members while providing lending and investment advice and service.
Actively oversee the lending activities and investment strategies of the branch.
Utilize proven leadership and business development skills to drive branch success
Act as a mentor and role model, motivating and developing the team through coaching, training, and performance management
Establish goals for the branch, and regularly follow up to ensure goals are being met
Priority high-quality member service to retain existing business and attract new member relationships
Apply knowledge of risk management and exercise sound judgment in decision-making

Qualifications:

Minimum of 6 years’ experience in the financial services industry, specifically lending and investments.
Minimum of 3 years with direct leadership responsibilities
Secondary school education supplemented with post-secondary training in business or a related filed
Proficiency in Microsoft Office products and banking/customer service software
Strong leadership, communication, and interpersonal skills
Ability to work collaboratively and build strong relationships with team members

If you are ready to take the next step in your career and join a team that values a positive and collaborative work environment, please submit your resume by [date]. We are looking forward to welcoming a new Branch Manager in Training who is eager to learn, grow, and make a positive impact on our branch and community!

We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer

Manager, Financial Services

Closes July 16, 2024

Do you love empowering others to succeed in their work by motivating them to build their confidence in learning, doing and trying new things? We are looking for a community minded, results-driven, motivated, dynamic and exceptional leader to coach, mentor and develop a team of financial professionals to success.

As the Manager, Financial Services you will be responsible to supervise, coordinate, direct and support daily branch activities to ensure maximum service levels to our members. Reporting to Cornerstone Credit Union’s Director, Retail Banking (West Region) and working within a relationship based advisory service model, you will lead Financial Services Advisors and other Member Service employees in developing new business relationships, and in capitalizing on opportunities that enhance relationships with existing members and clients. You will effectively manage the consumer loan and investment portfolios for your branches, as it relates to risk, pricing, diversification and quality. You will work closely with the Director, Retail Banking to prepare budgets, set sales objectives and priorities as well as operational standards for your team. You will manage all department activities to ensure compliance within sound business practice, legislation, regulations, policies and procedures.

Post-secondary education in Business or a related discipline with 3 to 5 years related lending and formal leadership experience or an equivalent combination is the minimum requirement for this position. Working knowledge of investment related products (including Mutual Funds), 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. Regular travel will be required between all three of the Indian Head, Grenfell or Wolseley branches, however the successful candidate will have the option of selecting which of these becomes their home branch.

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, Retail & Business Banking

Are you an experienced leader with a strong background in retail and business banking?

If so, join our team as Director, Retail & Business Banking, where you’ll be responsible for the retail, business, virtual service, and dealer finance wings of the credit union. This role entails providing leadership and direction in lending acumen, credit management and mentorship, overseeing portfolio growth, and fostering strong member and community relations. Apply now to be part of our dynamic team!

As our Director, Retail & Business Banking we are counting on you to:

Lead all operational efforts that are relevant to the overall member banking experience; work with the Vice President, Retail & Business Banking to develop strategy, execute programs, oversee campaigns, and drive projects and initiatives to continuously improve the processes and member experience.
Collaborate with the Vice President, Retail & Business Banking in areas including budgeting, spending, and evaluation of products, services, programs and performance.
Lead the development and evaluation of performance standards (SLA’s) to ensure that internal and external stakeholders receive what they are expecting, when they expect it.
Build and develop a team of qualified, professional, and capable employees through training, coaching, and mentoring, equipped to provide first class member service consistently and effectively.
Translate organizational objectives into achievable operational goals and facilitate the process of goal setting, monitoring, and evaluation with direct reports, as well as ensuring that appropriate goals are set throughout the various layers of the departments.
Ensure areas of responsibility meet the requirements of the DGCM, as well applicable legislation, regulations, and the credit union’s policies and procedures.
Bring risk focus and understanding to all staff reporting through this position, aligned with the risk tolerance set out by the Board of Directors
Prepare and implement comprehensive business plans to facilitate financial target achievement by planning cost-effective operations and market development activities.
Bring quality awareness and expectations to all staff reporting through this position, building excellence in lending, documentation, and member advice.
Lead the growth of Westoba’s Retail & Commercial banking portfolio through enhanced advice and service delivery models which include online and virtual services.

What you bring to the table:

Post-secondary education such as a bachelor’s degree in commerce/business administration is expected.
Five to seven years’ experience in a leadership role is expected; experience supporting the development and execution of corporate strategy and experience in the financial industry with retail and commercial lending is preferred.
Previous financial institution experience within a leadership capacity is considered an asset.
A combination of education and experience may be considered.

Why Westoba?

Top Employer Recognition: We are proud to be recognized as a top employer in Manitoba. Our commitment to employee well-being, professional growth, and fostering a positive workplace sets us apart.
Inclusive Culture: We value diversity and inclusivity. Our workplace is characterized by a welcoming atmosphere where every voice is heard and respected.
Professional Growth: We provide ample opportunities for skill development, training, and career advancement including an annual $1000 learning & development allowance. Your growth is our priority.
Innovative Projects: Be part of groundbreaking projects that are shaping the future of credit unions.
Employee Benefits: Enjoy a competitive compensation package, comprehensive benefits & pension package, and a range of perks designed to enhance your work-life balance.
Collaborative Environment: Join a team that values collaboration, creativity, and teamwork.
Impactful Work: Your contributions will directly impact our success and the communities we serve.

Grow your career with Westoba Credit Union! Please submit your cover letter and resume by clicking the APPLY button. https://recruiting.ultipro.ca/WES5003WCUL/JobBoard/afea2238-ed05-481d-9b54-b15304d195d7/OpportunityDetail?opportunityId=bf399f73-3f9a-41e7-8ae0-93f0b60c7586

If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are short-listed will be contacted.

Team Lead, Mobile Mortgage Specialists

Apply By May 10

Open to any location in Canada (ability to work from home office)

Annual Salary: Approx. $120,000+
*Compensation structure currently under review with move from flat annual salary to commission-based salary with greater earning potential. Finalized compensation structure will be communicated during interview process.

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

This fully remote role reports to the SVP Consumer Banking and provides an exciting opportunity to significantly impact our membership through Mortgage Advice and provision of leadership to team of entrepreneurial mortgage professionals, with help to build super connections to the communities we serve. We want energy, a little ‘fire in the belly’ and a healthy competitive spirit built on integrity and character.

WIIFY (what’s in it for you)

Competitive Commissioned Salary Structure
Diverse and Inclusive Culture that continues to evolve.
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset coach that emulates Model, Coach and Care behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
A coach and leader who can work with through issues with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

You are a super connector and find meaning in making connections with a diverse network.
Craft and implement and coach to comprehensive Mortgage acquisition strategies aligned with our member needs.
Grow your network and create lasting connections with realtors, brokers, and others who will refer opportunities back to you and your team.
Develop solutions and makes recommendations based on an understanding of the members’ needs and business strategy.
An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market.
By leveraging your existing relationships, you will have a strong understanding of the market and be able to translate those relationships into results for you and your team.
Foster community interaction and engagement through effective communication and relationship-building.
You are flexible to meet your member and team lifestyles when and where it is convenient for them.

Some things that would impress us:

Post secondary education in Commerce, Business or related discipline preferred but not required.
3-5 years of relevant experience with demonstrated results in lending and underwriting.
Entrepreneurial-spirit suited for fast-paced, results-based environment, requiring flexibility to ever changing needs
A highly motivated individual, who is a self-starter with exceptional quality sales

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Vice President, Retail Service

WFCU Credit Union continues its strategic growth plan and is now moving beyond the borders of Southwestern Ontario resulting in an exciting and immediate new career opportunity for the role of:

VICE PRESIDENT, RETAIL SERVICE

The Vice President, Retail Service engages and collaborates with the VP team to actively contribute to the dynamic leadership that drives the credit union’s successful performance. Responsibilities include contributing to the development and implementation of the strategic plan and translating it to departmental objectives. This position plays a pivotal role in driving retail, wealth & insurance sales as well as management growth and the ongoing development of employees.

In summary, the Vice President, Retail Service:

Directs the development and execution of the business development strategy and plans that will drive sales, increase revenue, expand markets, and accomplish the credit union’s financial objectives.
Builds and manages our high performing retail sales team including retail locations, broker relationships, call center and wealth management.
Fosters a culture of sales and service excellence; coaching staff members as required to meet the needs of our members while achieving the credit union goals.
Defines clear expectations and performance metrics for the sales team. Monitor sales performance against targets and implement corrective actions as needed.
Supports our culture of accountability, ensuring staff members meet and exceed sales goals while complying with our risk management practices.
Understands the needs and overall business position of the credit union’s impact on business development. Adapting plans and strategies as required to meet the credit union’s goals.
Researches and analyzes the business environment, competitors, and current/potential members to develop ideas for new products and services, pricing, and business models.
Develops a wide network of contacts to keep informed about current and future sector and market activities.
Fosters relationships with key stakeholders and partners to develop business opportunities.
Builds a strong pipeline of talent; identifying development opportunities, working with internal resources on career development plans to ensure succession planning.
Works with the senior leadership team to develop and implement annual sales goals and plans; performance criteria; reward and recognition programs and compensation plans.
Provides input on marketing campaigns and product innovation to align with our members’ changing needs.
Develops and continuously improve procedures and processes to deliver a high internal and external member experience.
Actively supports business development and community investment opportunities, mentoring staff as required, including our representation at events across our regions of operation.
Ensures adherence to all policies, procedures, and guidelines to protect the credit union and our members.
Works collaboratively with internal partners to provide seamless solutions across all channels for our members.
Assists in managing member issues within prescribed guidelines.

The “must-have” skills and qualifications that we’re looking for are:

Minimum post-secondary education in finance or business.
Demonstrated progression into roles with increasing responsibility within the financial services industry, with a minimum of 10 years experience in a managerial position.
A solid knowledge of financial products and services.
Excellent interpersonal and communication skills.
Demonstrated success in business development, with a focus on driving revenue growth.
Strong leadership skills, with the ability to motivate and inspire a team towards achieving goals.
Ability to analyze market data and trends to inform strategic decision-making.
CFP and experience in life insurance and related products is an asset.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Suzanne Leonard
Associate Vice President, Human Resources – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you’ll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to “hire the best, treat them well, and see them stay” is a point of pride and a key factor in our employees’ success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
A bank of up to 10 annual personal days, as well as 13+ paid holidays.
A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It’s an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union has been recognized as a leading, progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth largest credit union in Ontario, and twenty first largest credit union in Canada.

WFCU Credit Union operates nine retail locations across Windsor-Essex, one in Chatham, one in London, and three in the Waterloo Region through ECU – A Division of WFCU Credit Union. WFCU also operates the digital entity, Omnia Direct. Through its variety of service channels including online and mobile banking, live telephone banking, and ATM services, WFCU Credit Union and its divisions have become the financial institutions of choice for more than 73,000 members across Ontario.

Branch Manager

Build a rewarding career with Steinbach Credit Union

Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $9.5 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.

An exciting opportunity awaits

We currently have an opportunity for an experienced leader to join our team in the role of Branch Manager – Steinbach. The ideal candidate will be responsible for assisting with the development and implementation of organizational strategy and operational plans. The candidate should have proven success leading a team in driving results through effective coaching of leaders.

Specific Responsibilities

Leadership and Partnerships

Effective coaching skills that foster an environment where individuals are inspired to do their best work.
Has the ability to adapt their communication style in a way that allows for both constructive feedback and positive reinforcement related to one’s skills and abilities in their role.
Partner with various Managers across the organization to foster a collaborative environment between the departments and teams.
Provide day-to-day leadership for the Teller Services, Member Services, and Consumer Lending leadership teams, as well as the Branch Administration.
Serve as a change leader for major change initiatives in support of business needs.
Recognize and encourage behaviors within the team that are aligned with our organizational direction; champion continuous improvement throughout the organization, effectively partner with peers and the Chief Retail Sales Officer and other Executive team members.

Driving Business Results

Develop and communicate relevant metrics to demonstrate progress towards agreed upon goals and targets.
Leverage reporting and metrics to identify opportunities for improvement and root causes of performance issues related to branch activities; apply judgment to take action or escalate as required.
Achieve targets by ensuring Leaders have the tools, information, and training they require to deliver results.
Partner with branch functional leaders and/or peers to develop and implement marketing plans aimed at increasing member awareness and/or branch profitability.
Stay abreast of external trends and uncertainties that may have short/long term impact; identify market opportunities to grow SCU’s core business and diversify revenues where appropriate; actively network to develop new and enhance existing relationships.
Actively participate in the development of functional budgets, operational plans, and business cases.
Proven success leading a team in driving results by clarifying goals and removing obstacles for the teams they lead.
Participate in the development of corporate vision and strategy and leverage the information to create and execute operational plans.

Qualifications

Advanced knowledge of the credit union/financial services industry and operations with a focus on retail banking.
Bachelor’s degree specializing in Business and 10+ years of job-related experience, or an equivalent combination of education and experience.
Experience in creating business plans, change management, communication, and implementing plans in collaboration with key stakeholders.
Strong negotiation, interpersonal, written, and oral communications skills.
Deep understanding of leadership best practices, including performance management and recognition.

How we’ll reward you

You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you may be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:

Extended medical, dental, vision benefits, plus a health spending account
Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs
Employee Banking benefits
Opportunities for professional development
Clothing allowance
Free parking at all locations

Accessibility and inclusivity

We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

Closing Date: April 2, 2024

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest; however, only those selected for an interview will be contacted.