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First West Credit Union

Member-owned financial co-operative providing banking

Branch Manager

Retail & Commercial BankingPosted on Nov 10
Full-timeKamloops, BC, Canada$100.8k - $129.2kIn-person

About the Job

Requirements

  • A bachelor's degree in a related discipline or an equivalent combination of education and experience is required.
  • A mutual fund license is required depending on the region.
  • Branch Compliance Officer (BCO) qualification for mutual funds is required.
  • Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.
  • Six years of experience in a branch leadership-level role within a financial institution is required.
  • Sales leadership and coaching experience is required.
  • Demonstrated leadership attributes and/or experience motivating a high-performance team.
  • Proven ability to develop and execute strategic sales and service plans.
  • Proven skills in business development and achievement of sales goals and targets.
  • Demonstrated written and verbal communication skills and ability to interact with a wide variety of people.
  • Proficiency with computer software programs such as Microsoft Office and banking software programs.
  • Understanding of risk and risk ownership, demonstrated through adherence to policies and procedures.

Responsibilities

  • Develop and direct the growth strategy and service portfolio goals for the assigned branch.
  • Promote the assigned branch and Tru Cooperative Bank within the community.
  • Provide sales and service leadership to the branch team; coach and direct the branch management team.
  • Develop and successfully execute an annual business plan for branch operations, sales management, and financial growth.
  • Develop and enhance long-term member relationships.
  • Identify strategies to increase profits and reduce expenses.
  • Provide leadership and direction to the branch team, maintaining a high-performance culture through training, active coaching, and performance and sales management activities.
  • Create member satisfaction through engaged employees focused on service standards, sales, growth, and profitability across all lines of business.
  • Use the Day in the Life guideline to prioritize and manage schedules, align efforts with goals, and deliver a consistent member experience across Tru Cooperative.
  • Develop the branch's annual business plan in alignment with Tru Cooperative's strategic objectives; review progress and ensure goals and targets are achieved or exceeded.
  • Ensure branch marketing plans, service strategy, and operations align with Tru Cooperative's strategic direction and long-term success factors.
  • Identify and develop opportunities to promote the branch and Tru Cooperative in the community; develop member relationships by participating in community clubs, associations, and events as a company advocate.
  • Oversee branch credit activities, including monitoring, analyzing, pricing, rating, and approving; ensure credit recommendations and approvals follow established policies, procedures, and authorized guidelines.
  • Ensure risk management processes and procedures are followed to manage fraud, reduce potential losses, and meet regulatory and corporate requirements.
  • Oversee branch compliance for mutual funds and PCMLTFA, ensure staff complete required training such as money laundering training, and communicate updates or changes to legislation and corporate requirements.

Desired Qualifications

  • PFP preferred.
  • Commercial banking experience preferred.
  • Credit adjudication experience preferred.

About the Company

First West Credit Union

Member-owned financial co-operative providing banking

First West Credit Union is a member-owned Canadian financial co-operative offering traditional banking and wealth management through local brands Island Savings, Envision Financial, Valley First, and Enderby & District Financial. Members access everyday banking, loans, and financial planning via branch networks and teams of financial advisors. It differentiates itself by staying ultra-local through a multi-brand cooperative model that pools resources while keeping a local-first focus and active community involvement. Its goal is to help members, employees, and communities flourish by supporting sustainable local growth and redefining banking as cooperative and community-driven.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Langley, Canada
Founded
1946

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