Assistant Branch Manager - Lacombe, Canada - Servus Credit Union

Servus Credit Union

Verified Company

Lacombe, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Are you gutsy, smart and driven? Are you ready to take your career to the next level? Check out this opportunity

Posting Closes:
November 17, 2023, end of day

Compensation:
$63, ,776 per annum

We are looking for an
Assistant Branch Manager at our
Servus Branch in
Lacombe, Alberta.
Reporting to the Branch Manager, your primary goal is to empower, support, and develop your team of Financial Advisors.

As an Assistant Branch Manager, you have a passion for leading people and can help your Financial Advisors understand our member's needs, therefore driving performance and success for the branch.

You are an expert in the sales process and delivering progressive lending and investment services to our members.

More specifically, the scope of your responsibilities will include, but are not limited to:

Motivating and coaching employees to find opportunities to shape members financial fitness
Being proactive in pursuing new business opportunities
Monitoring and ensuring financial targets are being met or exceeded for the branch
Promoting referrals to our Wealth Management, Business Banking, and 3rd party providers
Adhering to policies, procedures, and loss prevention guidelines to mitigate risk of loss
Providing support, guidance, and training to all employees as necessary to ensure performance improvement and cohesive teamwork
Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner

Requirements:

To qualify, you will need at least the following:

5 years of retail banking experience
A minimum of 3 years experience as a Financial Advisor
A comprehensive understanding of lending and credit

Although not required, the following education/certificates are valuable assets:

Post-secondary education in Finance (or related studies)
Investment Funds in Canada Course & License (IFIC)
Personal Financial Service Advice (PFSA)
Financial Planning I (FP1)

Benefits
Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities.

Some of our benefits include: