- 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
- Minimum of 5 years' experience in progressively senior lending or equivalent combination of education and experience
- Working knowledge of Credit Union products, policies, procedures, and operations.
- Mutual Funds license
- Certificate in Financial Services Advice which includes:
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1)
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
Branch Manager - Westlock, Canada - Servus Credit Union
1 month ago
Description
Posting Closes: March 29, 2024, 4:00pm MST
Employment Status: Full-time, permanent
Compensation: $87,841 - $109,802 per annum
Servus is growing We are currently looking for a Branch Manager at our Westlock branch.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
Reporting to the District Manager, your primary goal is to empower and support your employees to shape our members financial fitness. You come up with strategies to increase productivity and performance levels in order to meet the goals of our members and the business. Our Branch Managers are passionate about the communities they serve and showcase that through their support and involvement in community events and committees.
More specifically, the scope of your responsibilities will include, but are not limited to:
Requirements
Experience
Licenses/Certificates:
Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:
For information about these benefits and more, click here.
At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide ... with a few additional perks
What happens next?
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.
Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply
#indh