Branch Manager - Drayton Valley
Servus Credit Union, Canada
Job Description
Employment Status: Full-time permanent
Compensation: $85,699 - $107,124 per annum
Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.
We are currently looking for a Branch Manager at our Drayton Valley, Alberta Branch!
Servus is embarking on a bold new vision which requires transformational change. Gone are the days of status quo as we build out a workforce of leaders who can take Servus to the next level! If you have been a key stakeholder in leading a team through an innovative approach to growth, we'd love to chat with you.
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:
- 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
Experience
- 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
Licenses/Certificates:
- Certificate in Financial Services Advice which includes:
o Investment Funds in Canada Course amp; License (IFIC)
o Personal Financial Service Advice (PFSA)
o Financial Planning I (FP1)
*Please note: Candidates contacted for an interview will be asked to prepare a 30, 60 and 90 day transition plan for this role.
Benefits
By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential.
Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:
- A supportive and engaging working environment
- Benefits that lead the field
- A total rewards strategy that includes recognition for a job well done
- Learning options that support lifelong learning and career-building opportunities
- Opportunities and support for volunteering in local communities and abroad
- Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees
Here are some of the benefits that our employees love:
- Financial product benefits available immediately
- Group RRSP and Coop Superannuation Pension Plan matched programs
- Vacation purchase program
- Employee financial services team available to help you reach your financial goals
- Recognition for years of service
- Disability programs
- Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
- Flexible spending account to purchase additional health or personal wellness items
- Wellness initiatives
- Employee and family assistance plan
- Other leaves including parental, emergency days, and critical care days
- Reward programs
- Incentive pay program
As 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, v