Occupation Types: Branch/Regional Management

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.

 

Branch Manager

We invite you to lead 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 region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As the Branch Manager at our Downtown Branch, 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 will coach the sales team to achieve results and implement SASCU’s sales and advice strategy and tactics. The Branch Manager will develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.

What you’ll do:

  • Coach the branch team on branch objectives/goals and ensure teamwork to achieve the desired results.
  • Ensure effective use of campaigns to support achieving annual financial targets.
  • Build relationships with internal partners and keep informed of local market activities to support other business goals.
  • Implement SASCU service standards, processes, and plans.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs and resolve concerns.
  • Ensure strong and open channel of communication and collaboration within the branch team and across SASCU departments and subsidiaries.
  • Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Make staffing decisions (hiring, promotion, and corrective action) and participate in decisions made by the Manager, Member Experience to leverage the talents of the branch team.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.
  • Manage and assigned portfolio of members, servicing their investing, lending, and general banking needs.

What you’ll bring:

  • Seven to ten years of financial industry experience, including at least three years at the leadership level.
  • Mutual funds license or willing to be licensed within a three-month period.
  • A degree or diploma in Business Administration is preferred.
  • Access to transportation and willingness to travel within the SASCU community.

You’re perfect for this role if you:

  • Demonstrate a results orientation in both sales and service.
  • Have an aptitude for business development and relationship building.
  • Possess excellent communication and interpersonal skills.

We invest in our employees by offering:

  • A competitive base salary ($93,200 – $116,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This position is full-time, Monday to Friday. It is 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.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

 

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Assistant Branch Manager

Lake View Credit Union was founded on August 3rd, 1943, and has been growing strong ever since. We currently have branches in Dawson Creek, Chetwynd and Tumbler Ridge and serve every corner of the Peace through our various digital solutions.

In addition to being a full service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace their home

Reporting to the Branch Manager, the Assistant Branch Manager manages the sales and service function in the Dawson Creek branch by 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.

This position champions and develops strategies for sales and service related activities and acts as an ambassador for the branch and organization in the community. The position oversees adherence to Credit Union policies and ensures that work performed is in accordance with established policies and procedures. You will coordinate and manage the activities of the team to deliver optimum sales and service.

Qualifications

The successful candidate will have a minimum of a Post-secondary certification, preferably in Business or Finance, plus 4-6 years of progressive experience in the financial services industry, including demonstrated team or department leadership capability. This background will bring  in-depth knowledge in the areas of retail lending.  A minimum of 3 years supervisory or management experience,  previous experience managing in a unionized setting an asset. An individual with experience plus education and/or training may also be considered.

Lake View Credit Union has a competitive compensation package including an attractive base salary of $82,085 – $96,570 and an excellent benefit and pension package.

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment. Lake View Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

This position is full-time, Monday to Friday. It is 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

Human Resources Department
Lake View Credit Union
Email: HR@lvcu.ca
Web site:https://www.lakeviewcreditunion.com/careers

Branch Manager (Term)

 

BRANCH MANAGER

DAWSON CREEK BRANCH

Full-Time TERM (1 YEAR)

 

SUMMARY

The Branch Manager provides overall management of the sales and service functions of the Dawson Creek branch by 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.

This position champions and develops strategies for all sales and service related activities and acts as an ambassador for the branch and organization in the community. The position oversees adherence to Credit Union policies and ensures that work performed is in accordance with established policies and procedures. You will coordinate and manage the activities of the team to deliver optimum sales and service.

KEY RESPONSIBILITIES

The Branch Manager is accountable for the branch operations, business development, sales management, and service delivery. The Branch Manager is responsible for structuring the department for maximum efficiencies and profit to ensure growth. The Branch Manager will promote business development by being a presence in the community as a representative of the Credit Union and promoting the Credit Union’s business.

  • Responsible for providing leadership to employees 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
  • Contributes to branch results by implementing actions to support growth and development of branch loan and deposit portfolios
  • Directly supervises and acts as a team leader/coach to employees, monitors, evaluates, and motivates employees towards goals; establishes performance standards, evaluates, and documents performance of employees; if necessary, initiates discipline
  • Involved in coaching sessions with employees, around personal development, sales opportunities, cross-selling Credit Union products and services and ensuring that member interactions are consistent with a member centric environment
  • Interview prospective employees and make hiring recommendations
  • Responsible for translating the Credit Union’s strategic goals and objectives into “hands on” operational goals and individual action plans for employees
  • Accountable for the profitability and growth objectives as well as ensuring credit quality
  • Accountable for deposit and loan portfolios, ensures all activities are in compliance with relevant legislation and regulations
  • Contributes to the branch design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs
  • Assists in the development of strategies to promote the sale of the company’s products and services with a goal of expanding the existing member book of business, wallet share and new, profitable member relationships
  • Responsible for overseeing the design and implementation of training and development programs for employees, to ensure quality of service is maintained, to promote employee growth, and to introduce new or revised procedures; conducts internal department training programs as required; develops and maintain department training manuals
  • Responsible for facilitating biweekly sales and service meetings
  • Ensures sales processes support and respect member objectives over sales targets
  • Provides recommendations for product or service improvement based on member needs
  • Ensures adherence of employees to all operating policies, procedures, and security requirements by monitoring activities in all areas of deposit and loan functions and initiates action to rectify problem areas
  • Ensures a maximum utilization of employees and resources within budgetary and policy constraints
  • Participates in the review and analysis of branch financial reports on a regular basis and the preparation of department and branch reports monthly or quarterly as required
  • Perform other duties as assigned

REQUIRED KNOWLEDGE SKILL AND ABILITIES

  • Sales and Service focus with an aptitude for business development and relationship building
  • Demonstrates dedication to providing quality member sales and service
  • 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
  • Proven ability to coach a diverse team
  • Ability to communicate clearly and effectively, both verbally and in writing
  • Strong commitment to continuous learning
  • Excellent communication and interpersonal skills
  • 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
  • Knowledge of credit union services and products, banking system and computer applications
  • Knowledge and understanding of business planning, accounting, lending and sales is considered an asset

 EXPECTED OUTCOMES OF THE ROLE

  • Provide exceptional services, processes, and products while consistently seeking ways to improve outcomes and enhance service
  • Ensure accurate and timely member transactions
  • Exceptional strength in communication, leadership, coaching and development
  • Positive internal and external service levels are achieved through proactive action and resourcefulness
  • Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
  • Supports the team to achieve results
  • Responsible for the overall sales results and growth of the department by driving a high level of member sales and service
  • A positive and professional work environment is maintained

EDUCATION AND EXPERIENCE

  • Post-secondary certification, preferably in Business or Finance
  • Minimum 4-6 years progressive experience in the financial services industry, including demonstrated team or department leadership capability
  • Minimum 3 years supervisory or management experience
  • Previous retail lending experience preferred
  • Previous experience managing in a unionized setting an asset

Candidates are invited to email their cover letter and resume to the Human Resources Department at hr@lvcu.ca.

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