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.