Full-Time

Director of Retail Banking

Retail Banking

Posted on 10/31/2025

First West Credit Union

First West Credit Union

501-1,000 employees

Member-owned financial co-operative providing banking

No salary listed

Langley, BC, Canada

In Person

Based in Langley, BC; primarily at branches across the Envision region with support from Langley Collaboration Centre.

Category
Finance & Banking (12)
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Required Skills
Sales
Management
Risk Management
Requirements
  • Bachelor’s Degree in related discipline or equivalent combination of education and experience required
  • PFP (or obtain within 18 months) required
  • 8 years in retail banking branch management role, or equivalent required
  • Demonstrated leadership attributes and/or experience motivating and coaching a high performances sales team
  • Proven ability to develop and execute on strategic sales and service plans
  • Proven skills in business development and achievement of sales goals and targets
  • Demonstrated written and verbal communication skills with ability to interact effectively with a wide variety of people
  • Proficient in computer software e.g. Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
Responsibilities
  • Leadership: Provides leadership and direction to assigned branches through coaching and mentoring of the branch management team; ensures a high degree of employee engagement and retention; recruits, determines appropriate orientation/training and ongoing development plans; and evaluates the performance of assigned branch managers. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.
  • Annual Business Plan: Ensures retail branch sales and service business plans, marketing plans and operations align with FW strategic direction and long term critical success factors; establishes and monitors expectations for assigned branches and ensures annual goals and targets are achieved or exceeded; develops and implements solutions to assist branch managers in the execution of annual business plans, operational framework and overall performance and profitability.
  • Business Development: Identifies and develops opportunities to promote FW within the community; develops new and enhances existing member relationships; participates in community clubs, associations, and events as an advocate to promote First West.
  • Risk Management: Ensures risk management processes and procedures are in place and functional to manage fraud, reduce potential losses and meet corporate objectives; addresses audit issues/concerns and makes recommendations for change, where required; reviews policy and procedure issues and recommends or approves changes and/or exceptions, as required. Ensures procedures with respect to confidentiality, credit, equipment, safety and audit/risk management requirements are adhered to at all times.
  • Financial Management: Monitors and approves pricing exceptions for loans and deposits within established guidelines; monitors branch profitability and coaches branch management on methods to increase revenue and/or reduce expenses; and completes credit adjudication within established limits, as required.
Desired Qualifications
  • Commercial banking experience preferred
  • Credit adjudication experience preferred
First West Credit Union

First West Credit Union

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First West Credit Union provides traditional banking (personal, commercial, and business) and wealth management through a network of local brands: Island Savings, Envision Financial, Valley First, and Enderby & District Financial. Customers use these brands and its financial advisors to access everyday banking, loans, and financial planning, with resources pooled across the network to support personalized service and technology-enabled support while staying member-focused. It differentiates itself by combining a multi-brand, member-owned co-operative structure that remains highly local with the strengths and governance of a larger cooperative,plus a strong emphasis on community involvement. Its goal is to help members, employees, and communities flourish by making banking more community-driven and sustainable for local growth.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Langley, Canada

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Succession planning opportunity to modernize leadership and attract younger demographic segments.
  • Strong cultural foundation emphasizing equality and community service differentiates from competitors.
  • Potential to leverage institutional reputation for stability despite recent leadership transitions.

What critics are saying

  • Reputational damage from Sandhu's CalPERS violation and $79,000 pension clawback in 2025.
  • Regulatory scrutiny on employment practices triggered by Sandhu's failed appeal in February 2025.
  • Loss of 64-year institutional knowledge and client relationships from July 2021 retirement.

What makes First West Credit Union unique

  • Community-focused credit union with 64-year legacy of banking professionalism and diversity values.
  • Established member base built on long-term client relationships and institutional trust.
  • Division of First West Credit Union serving underserved communities through inclusive financial services.

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Benefits

Professional Development Budget

Company News

Globe Newswire
Jul 15th, 2025
Caspian One Open Data and First West partner to roll out the Interac(R) verification service

LANGLEY, B.C., July 15, 2025 (GLOBE NEWSWIRE) - First West Credit Union, in partnership with technology provider Caspian One Open Data, is proud to announce the launch of the Interac verification service, a secure and scalable digital identity verification solution.

Canadian Public Procurement Association
May 10th, 2025
CWWA 2024 Winner Interview With Margo Lawrence From First West Credit Union

First West Credit Union was one of the CWWA 2024 Winners in the large/private public sector category.

PR Newswire
Jan 17th, 2025
Veripark Partners With Leading Canadian Financial Institutions Coalition To Redefine Digital Banking

CALGARY, AB, Jan. 17, 2025 /PRNewswire/ -- VeriPark, a global leader in omnichannel customer experience solutions for financial services, has partnered with a coalition of leading Canadian credit unions and financial institutions, including First West Credit Union, Prospera Credit Union, DUCA Credit Union, and Coastal Community Credit Union, Together, the coalition aims to drive innovation, enhance member experiences, and empower institutions in an evolving financial landscape.This collaboration will deliver a Canadian-focused digital banking product tailored to the distinct needs of Canadians. Combining global and Canadian codebases, the solution allows institutions to maintain their identities while developing additional features to differentiate themselves."The partnership with VeriPark represents a uniquely Canadian solution that combines local expertise with global best practices," said Darrell Jaggers, CIO & CTO, First West Credit Union. "Our goal is to build on our successes and provide members with even more innovative, personalized digital banking services that align with their evolving lifestyles."The coalition selected VeriPark for its Canadian-centric product development, enhanced security and compliance, support for open banking frameworks and commitment to ongoing managed services. Powered by Microsoft Azure, the solution ensures adaptability, efficiency and long-term support.The solution integrates with Central 1's payment and fraud management systems while supporting compatibility with other payment platforms, providing flexibility for institutions.Coalition members gain:A Canadian-focused solution enhanced by global best practices.The ability to compete with larger banks while maintaining independence.A solution validated by a year-long assessment, ensuring innovation and long-term support through Microsoft's technology stack.Institutions can contact Darrell Jaggers or coalition CIOs for details on joining the coalition."The financial services sector is constantly evolving, and this partnership offers a unique opportunity to shape the future of digital banking in Canada," said Barry Frame, Chief Sales Officer, VeriPark. "By combining VeriPark's expertise with the coalition's forward-thinking vision, we are confident in delivering a transformative banking experience for Canadians."Selim Hasan, Sales Director, VeriPark, added, "This partnership also underscores our growth strategy for North America, as we continue to expand our footprint and deliver innovative solutions tailored to the needs of financial institutions in this region."Learn more: https://www.veripark.com/news/veripark-partners-leading-canadian-financial-institutions-coalition-redefine-digital-bankingAbout VeriParkVeriPark is a global solutions provider enabling financial institutions to become digital leaders with its AI-Powered Customer Experience Suite.Logo: https://mma.prnewswire.com/media/2447880/VeriPark_Logo.jpgSOURCE VeriPark

Yahoo Finance
Jan 10th, 2024
IFT to Manage First West Credit Union's Legacy Leasing Business

BURNABY, BC / ACCESSWIRE / January 10, 2024 / Integrated Financial Technologies (IFT), the leading business process outsourcing company for lenders, announced it was selected by First West Credit Union to manage its book of consumer automobile leases.

Drishti Media Group
Oct 14th, 2021
Tarlochan “Tochi” Sandhu retired from First West Credit Union on Jul 31st 21'.

Tarlochan “Tochi” Sandhu, a man of faith, family, and relationships—retired from Envision Financial on July 31, 2021, after 64 years of dedicated service in the financial industry.

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