Assistant Branch Manager

We are currently seeking an Assistant Branch Manager for our Prince Rupert location. The Assistant Branch Manager is a key position in the branch providing expert level knowledge while contributing to the provision of exemplary member service, engagement of employees, and managing operations within area of delegated responsibility to be efficient and effective.

 Key Accountabilities

Knowledge of Market and Particular Area of Expertise:

  • Maintains knowledge of market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and implications for the business.
  • Maintains subject matter expertise in area of delegated responsibility.

Member Service:

  • Organizes the delivery of products and services to achieve exemplary member service.
  • Monitors the changing member needs and expectations and adapts to those needs.
  • Ensures professional image of unit to members and internal customers.
  • Continually markets the benefits of membership to non-members to grow the membership.

Employee Engagement:

  • Supports the Member Service Centre (Branch) Manager and assists in fostering a positive, respectful workplace that is motivating to staff.
  • Builds a positive capable team to meet the mandate as delegated.
  • Collaborates with staff in addressing services issues and member concerns.
  • Provides coaching to enhance employee performance. Delivers effective ongoing performance feedback for staff.

Operational Effectiveness:

  • Identifies process improvements and implements such within unit, shares best practices with other member service centres and corporate office.
  • Liaises with Corporate Office Operations department to review and improve policies and procedures related to member service delivery.
  • Ensures staff are provided with tools required to perform duties effectively.
  • Addresses day to day administrative issues on a timely basis, and facilitates resolutions of encumbrances. May be delegated tasks regarding facilities and premises.

Risk Management and Financial Health:

  • Actively monitors income and expenses and portfolio and takes action to meet established financial goals and/or advising Branch Manager of sound reasons for adjustments required.
  • Provides referrals within business unit (lending, mutual funds, deposits) and other business units, i.e. insurance, commercial services, financial advisory services.

General:

  • Assists Branch Manager in general administrative aspects of the business unit.
  • Assists Branch Manager in fulfilling community events.
  • During absence of Branch Manager provides general supervision of the business unit and liaises with subject matter experts and Corporate Office staff in particular areas to ensure decisions made are sound and prudent given limited knowledge in areas not within the Assistant Branch Manager’s delegated area of expertise.
  • Oversees corporate training requirements for the branch.
  • Assists Branch Manager in overseeing technical support of the branch.

Minimum Qualifications

Education:

  • Secondary school diploma is required.
  • Completion of post-secondary education is an asset.
  • Completion of sales training and mutual fund course are required.
  • Completion of CUIC lending is required.
  • Completion of CUSOURCE and/or CU Training courses related to this position is an asset.

Experience:

  • Previous sales and service experience is required.
  • Previous financial services and lending experience is required.
  • Previous supervisory and coaching experience is an asset.

Skills:

  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Expert knowledge of credit risk governing and managing policies and underwriting is required if lending is the Assistant Branch Manager’s delegated area of responsibility.
  • Ability to prioritize, organize work within time constraints.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office.

Travel may be required.

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members  and identify opportunities to deepen the engagement with the member.  Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

 

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

VP Commercial and Retail Credit

Help Improve our Member Centricity and Grow our business!

 

We have an exciting opportunity for someone to oversee the strategic management of our commercial and retail lending portfolio.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require, or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under executive direction, this role provides the vision and strategic leadership to facilitate the growth and sustainability of SCCU’s credit services with a focus on commercial and small business operations through all business channels. This position is responsible for leading and managing the credit operations to improve commercial and the retail member’s financial wellbeing while providing a rewarding member experience. This role supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the Commercial and Retail team’s credit and investment operations to support the growth and sustainability of the credit union. As a member of the executive team the position has shared accountability for the overall health and effectiveness of the organization.

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 10 years of progressive experience in the financial industry including a minimum of 4 years in a senior leadership role, with a minimum of 6 years commercial/sales management.    We are looking for an individual who would like to grow their financial services career with us. The successful candidate will be someone with proven strong leadership and strategic vision.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Senior Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Salmon Arm community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Senior Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Senior Branch Manager coaches sales leaders and senior branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

What you’ll do:

  • Lead and develop sales team to meet or exceed individual and team sales and activity targets, identify gaps to targets in a timely manner, and implement action plans to close gaps.
  • Ensure effective use of marketing campaigns to support achieving annual financial targets.
  • Champion the partnership between internal divisions, including SASCU Wealth, SASCU Insurance, and Commercial.
  • Determine the business development strategy for the branch and effectively implement it within the team.
  • Ensure SASCU service standards are lived by the Downtown team and model their delivery; champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Supported by the Director, Banking, make staffing decisions (hiring, promotion, and corrective action) and support decisions made by the Manager, Member Experience and Manager, Financial Services to leverage the talents of the branch team.
  • Build employee engagement within the branch team, develop plans, and take action to identify any gaps.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.

 

What you’ll bring:

  • A business administration degree or diploma.
  • At least 7 years of financial industry experience including at least 5 years at the leadership level.
  • Results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:
• Build value-based relationships with regional team and members
• Collaborate with the regional team to develop creative and innovative approaches to achieving results
• Participate in business development, growth, and community engagement strategies
• Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
• Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

Qualifications Required

• Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
• People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
• Ability to take initiative with demonstrated experience in achieving sales/growth targets
• Knowledge of deposit and loan products and services is an asset
• Well-developed organizational and interpersonal skills

Job Reference Number

RMROSETOWN – PCCU – 20210521

Closing Date

May 21, 2021

Job Location

Rosetown

How to Apply

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before May 21, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

 

Branch Manager

HR2021.028 Branch Manager

Permanent*, Full Time

Sorrento

 

This is a great opportunity to lead an enthusiastic and community-minded team!

 

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

 

As permanent* Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

What you’ll do:

  • Coach the branch team on objectives and ensure teamwork to achieve the desired results.
  • Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
  • Identify gaps to targets and implement action plans to close gaps.
  • Manage an assigned member portfolio.
  • Identify opportunities to create branch presence in the community.
  • Champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Build employee engagement, develop plans, and take action to identify any gaps.
  • Monitor and maintain controls in accordance with policy to ensure operational integrity.

 

What you’ll bring:

  • A business administration degree or diploma is preferred.
  • At least 7 years of financial industry experience including at least 3 years at the leadership level.
  • Demonstrates results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

*This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

 

This is a full-time Tuesday to Saturday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Community Manager

An exciting opportunity exists, for an experienced Community Manager to join our team.  ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union.  Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Community Manager is a key member of the member facing front-end leadership team responsible for building, maintaining and deepening relationships with members who are on the default portfolio at all ABCU locations. As a leader and motivator, you actively coach the branch front-end team by creating a positive member and employee experience, as well as reinforce the corporate strategies, achieve set operational goals, and communicate the value of membership to grow the business.  You support the service culture by encouraging branch staff to professionally demonstrate exceptional service to achieve high levels of member satisfaction through member education.  Additional responsibilities include; understanding relevant regulatory and industry information as well as best practices and risk management strategies and developing and executing consistent and purposeful member engagement activities. This role leads the member facing teller team, is responsible for all branches and requires expert knowledge and skills in coaching, and ABCU’s digital banking.

This role works closely with the advisory team and contact center to ensure that members’ needs are met and referrals are taking place.

The successful candidate will have a minimum of five years of leadership, coaching, and employee development experience within the financial services industry. As well, they will have advanced knowledge of banking front end operations and relevant post-secondary education or equivalent.

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

Branch Manager

At Integris, the Branch Manager role is a critical leadership role that is very rewarding. The Branch Manager role is an opportunity to join a positive team with a winning attitude – one that goes above and beyond for every member. As a leader and motivator, you will lead the branch team by creating a positive employee experience where staff members are recognized and their competence is developed for their success. As well, you will reinforce the corporate strategies, achieve set operational goals and communicate the value of membership to grow the business. You will support our strong service culture by encouraging branch staff to professionally demonstrate exceptional service to our membership and lead community initiatives. Finally, your understanding of relevant regulatory and industry information will play a critical part in your leadership mandate, as will your knowledge of lending best practices and risk management strategies.

The Branch Manager selection process will assess candidates to identify those who have the ideal competencies and personal characteristics required for success in a branch leadership position.

The successful candidate will have a minimum of five years of progressive leadership, business development, and employee development experience, ideally gained within the financial services industry. As well, they will have advanced knowledge of consumer and mortgage lending and relevant post-secondary education (or equivalent). Leadership Development training is considered an asset.

In return for your hard work and leadership, we provide you the full package: a great culture, excellent benefits, and competitive compensation.

We know local because we are local. Here is how we do it.

Branch Manager, Insurance

This is a great opportunity to lead a growing and enthusiastic team!

Create your future at SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Branch Manager, Insurance you will provide leadership to the Insurance team, including Autoplan, Personal Lines, and Commercial Lines employees, leading them to achieve objectives, ensure operational efficiency, and deliver excellent service to customers. The Branch Manager, Insurance achieves customer and employee engagement targets. This position also provides service to customers to fulfill their insurance needs as required and manages a small book of customers, with particular focus on personal accounts.

 

The successful candidate will be accountable to:

  • Manage the overall operation of the insurance branch. and supervise the day-to-day activities of Insurance team, including ICBC, Personal Lines and Commercial Lines employees.
  • Schedule staff and assignment of work, maintains accurate records for time and attendance, and manage time off requests and scheduling conflicts.
  • Take ownership of customer concerns and resolve or support staff in correcting complex and/or difficult service situations.
  • Obtain new business through acquisition of new customers or selling enhancements to existing customer coverages; ensure existing business is maintained.
  • In conjunction with the Director, Wealth and Insurance, initiate and execute marketing activities to build the insurance subsidiary portfolio and achieve growth targets.
  • Coach direct reports on branch objectives/ goals and ensure teamwork to achieve the desired results.
  • Build and support relationships with internal partners (such as Wealth, Commercial, Retail) to achieve business goals and support the growth strategy.
  • In conjunction with the Director, Wealth and Insurance, establish positive and productive relationships with external stakeholders in the insurance industry, across trade associations, in government and regulatory bodies and within the broader community to ensure successful operations of agency.
  • Ensure strong and open channels of communication and collaboration within the subsidiary and across SASCU departments.
  • Is responsible for staffing (hiring and promotions) for the insurance branch and makes recommendations to the Director, Wealth and Insurance on performance improvement actions.

The ideal candidate will possess the following skills and experience:

  • Two years post-secondary education, plus 5 years’ insurance experience, including 2 years at a management level (providing staff supervision and overseeing the operations of an insurance branch). An equivalent combination of education and experience will also be considered.
  • Level 3 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation.
  • Eligibility to act as Nominee.
  • Must have a comprehensive understanding of all lines of insurance products, wordings, exclusions, errors & omissions, and be familiar with risk management techniques.
  • Manages complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Acts decisively and displays confidence in decision making, suggesting solutions consistent with credit union values, goals, and strategic direction.
  • Excellent verbal and written communication skills.
  • Leadership ability, including the ability to coach and develop others.
  • The ability to foster an atmosphere of trust and camaraderie.
  • Time management skills, including ability to effectively prioritize and delegate.
  • Commitment to continuous learning and self-development.

 

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturday’s as needed for the division. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

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