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