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


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


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: 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.

Leader, Commercial Services & Business Development

The Leader, Commercial Services supports company growth by seeking out new commercial business opportunities which will promote profitability. This position is responsible for the development and execution of commercial and small business strategies and leadership of the team. Through effective and strategic sales management and leadership, they coach, mentor and develop the team. Supports member satisfaction and increases market share while growing a sales culture through sales and relationship management. This will include but not be limited to development of business for current and potential members, recommending modifications to policies in response to new or changing circumstances; proactively develop a network of relationships and performing other related duties to further growth of Pathwise Credit Union. This role also participates in the strategic planning process for the credit union while providing strong leadership, organizational, impact, influencing and presentation skills.



• Responsible for communicating credit union initiatives and supporting the Commercial Department team to meet their business objectives.
• Directs and is ultimately accountable for the recruitment and development of a team of qualified, professional and capable employees.
• Responsible for creating a respectful environment that stimulates, guides and encourages employees to realize their maximum potential and encourages professional development.
• Provide leadership, management, coaching and clearly defined, measurable goals and expectations to the Commercial Department staff.
• Understands, respects, and supports Pathwise’s commitment to corporate social responsibility.
• Accountable for the oversight leadership for all Pathwise business centres.
• Responsible and accountable for the development and implementation of service standards for Commercial department.
• Accountable for the operations and performance of the Commercial department.

Business Development & Community
• Responsible and accountable for the development and implementation of sales strategies for the Commercial department by contributing sales information, analysis and recommendations to the corporate sales plan.
• Grows and manages a profitable commercial portfolio.
• Works independently to generate credit and deposit opportunities.
• Responsible to represent Pathwise, build relationships and proactively build business in the community.
• Strong and proven track record of business development and origination, relationship building, and portfolio management.

Risk, Audit and Administration
• Responsible for writing large and complex commercial credit and approving credit written by others.
• Responsible and accountable for the establishment, implementation and continuation of sales management routines in the department that support the sales plan and overall credit union business plan.
• Is the resident expert for all Commercial policies, products and programs. Provides leadership and strategic guidance to the Commercial department.
• Ensures compliance of risk management, cost and pricing in the achievement of sales objectives.
• Minimizes loan risks through diligent, timely and proactive annual financial reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data.
• Responsible and accountable for the development, implementation and management of the budget including all capital, operating and personnel expenses.
• Accountable for maintaining current and relevant knowledge of industry trends, competitor products and strategies.
• Responsible and accountable to work within the assigned credit limits for lending and approvals.


Knowledge, Skills & Capabilities
• Exceptional leadership and management skills.
• Experience in change management.
• Proven sales experience, sales and pipeline management.
• Experience in commercial business sales management.
• An understanding of marketing and business development.
• Experience in financial management, credit risk management and developing budgets.
• Understanding of corporate tax and financial statements.
• Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures is an asset.
• Understanding of credit union operations is an asset.
• Experience leading and coaching sales teams.

Education and Experience
• Bachelor’s degree in a related field.
• Ten or more years’ job-related experience, with a minimum five years in a commercial lending role, or an equivalent combination of education and experience.
• Management experience strongly preferred.
• Ability to travel (local) and work flexible hours, as required.
• Must be bondable.


Candidates should submit their application, cover letter and resume to:

Attn: People and Culture



In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at, subject line “accommodation”.

Area Manager, Agriculture

At Conexus, it’s not what we do, it’s how we do it. 

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. 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.

The bigger picture 

We’re looking for an individual with a member-first approach to come on board as an Area Manager, Agriculture. As the Area Manager, you will be supporting a team of Ag experts as they build trust and tailor advice with our members. You strike a balance of being responsible with risk management and credit quality while being bold to proactively strengthening relationships with members and our communities.

How you’ll be spending your time 

  • Recruiting, developing, coaching, empowering and leading a team of Business Advisors
  • Ensuring the team’s provision of holistic financial advice and service solutions meet new and existing business members’ needs
  • Fostering, retaining and growing Conexus business through the development of relationships with businesses and ag producers.
  • Ensuring the team monitors portfolios to align with Conexus risk appetite
  • Approving credit applications in alignment with adjudication policies and procedures

  The way people describe you 

  • An effective networker who actively seeks new member relationships and opportunities
  • Confident advice-giver who provides effective solutions
  • Responsibly manages risk, policies and credit adjudication
  • Dedicated to improving the member and employee experience

The experience you bring 

  • 5 years’ experience in complex business and/or agriculture lending
  • 2 years’ experience in people leadership
  • Advanced knowledge and application of commercial business systems

What you get in return 

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry-leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Heather at But act fast, the opportunity closes on March 2, 2021.

Assistant Manager Trail/Fruitvale

Do you…embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The successful incumbent supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance. The Assistant Manager Trail/Fruitvale works in both the Trail headquarter branch and the Fruitvale satellite branch.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary and benefits
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • Unique 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
  • Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit

For more information about Kootenay Savings, please visit

Please apply online through the careers section of our website at to upload your resume and complete the application questions.

Closing date:  March 5, 2021

We thank all applicants for their interest; however only short listed applicants will be contacted.

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