Job Posting Details

Branch Manager, 1st Choice Savings & Credit Union

Location:Lethbridge, Alberta
Posting Date:January 4, 2018
Closing Date:until filled
Employment Type:Full-time

Career Opportunity


As the key banking alternative in Southern Alberta, 1st Choice Savings serves approximately 17,000 members through a network of 6 branch locations.  1st Choice Savings is a financially strong Credit Union with assets under administration of $650 million and is poised for continued growth. 


The Position:


Branch Manager – 3rd Ave Branch


The Opportunity:


As the leader of this business unit:


  • You will be responsible for managing and leading the largest branch of the organization which compliments approximately 17 full-time equivalency in total and also houses our Commercial and Agricultural Services Department.  This branch has over 6200 total Memberships operating with over $110 million in Total Gross Loans and over $202 million in Total Deposits.  

  • You will have the opportunity to provide input into the operational planning for the branch and the implementation of the annual business plan while also maintaining and actively utilizing that business plan and to have the direct influence in increasing the revenues and profitability for your business unit by growing new Memberships and the total book of business (loans and deposits). 

  • As the leader of your branch, you will have the opportunity to create and foster a cohesive team by promoting a purposeful and positive work environment where you inspire your employees to perform at their best. 

  • You will have the opportunity to be a leader in your community by establishing, managing, and maintaining awareness of 1st Choice Savings and Credit Union and cultivating relationships through local events and network groups and encouraging your team to do the same. 

  • And most importantly, you will lead an environment that will serve our members to the highest standards so that 1st Choice can increase brand equity and reputation.


What this Opportunity could look like:


  • Encourage and promote 1st Choice Onboarding activities to ensure a consistent member experience delivery with every interaction.  This would include the use of appropriate tools to support a holistic approach to providing advice and recommendation so that members understand what is required to reach their financial goals.


  • Create and Implement a business development plan (externally and internally) to grow your branch unit that will align with the corporate strategy and ensuring that the activities that have been implemented from your business plan are on track to meet and/or exceed the branch goals.  You will set reasonable goals with deadlines for completion and monitor the compliance with such plans and achievement of such deadlines.


  • Providing leadership to the branch by reinforcing best practices, policies and procedures; developing and coaching direct reports, setting individual goals and objectives, evaluating performance, and providing frequent feedback.


  • As the leader of the branch, you would encourage, support and mentor your team to develop and grow while also inspiring a positive, collaborative work environment.  You will ensure that all employees have the right tools, information and knowledge in order to work effectively, serve our members and uphold the branch and Credit Union objectives.


  • You will ensure proper internal controls and risk management procedures are in place and being followed by all branch staff and ensuring the adherence to credit union and AML policy and procedure to protect members and avoid losses to the Credit Union.


  • You would establish, manage, and maintain awareness of the credit union in your local community and within networking groups.


What is required to make this opportunity a reality:


  • Strong interpersonal skills to be able to influence and promote the credit union vision.

  • Have a strong desire and personal ethics towards obtaining top results and to achieve a high standard of excellence.

  • Have strong leadership and management skills while being a team player

  • Have an innovative mindset that will challenge conventional processes to improve member service, and adapt to a changing environment of member needs.

  • Strong in-depth product knowledge with solid expertise in basic financial planning concepts.

  • Strong coaching skills to provide ongoing learning and development.

  • Excellent relationship building skills to establish and cultivate connections within the community, employees, and partners of the organization. 

  • At least 3-5 years of demonstrated excellence in a leadership/management role.

  • 5-7 years’ experience in consumer lending/credit or investment.

  • Personal Financial Planning (PFP) or Certified Financial Planner (CFP) is an asset.

  • Completed a relevant certificate, diploma, degree or designation program.