Branch Manager

2 weeks ago

Ottawa, Ontario, Canada Alterna Full time

Scope of Position

Reporting to the Vice President, Member Experience, the Branch Manager provides overall leadership in the achievement of team sales objectives and related activities to achieve a high standard of operational effectiveness, superior member/client experiences and optimal sales performance (including new business acquisition and retention). This position is responsible for the achievement of high impact service delivery across all roles within the assigned branch, building effective relationships with sales and service partners to ensure that superior member/client care is delivered.

Through ongoing coaching and development, the Branch Manager develops and implements strategies to maximize employee capability and engagement. This role also fosters a high performance sales culture, implementing strategies and change initiatives that contribute to the achievement of established branch targets and ultimately the organization's strategic goals.

Major Responsibilities

  • Develops, manages and fosters high-performance sales culture that maximizes growth and promotes credit and service quality.
  • Creates an engaging environment that aligns with Alterna's values, while encouraging and guiding employees to realize their maximum potential.
  • Coaches, mentors and develops staff through clearly defined and measurable goals, establishing expectations to ensure sales targets are met.
  • Evaluates the market for current industry trends, potential growth and uses this information to build tactical sales activities that will help achieve branch goals.
  • Translates the organization's quarterly goals and objectives into effective strategies and performance targets for their assigned team.
  • Oversees the branch operations ensuring that goals are being met and reports regularly on progress toward sales and business development plans.
  • Accountable for resolving complex problems related to member satisfaction to ensure the needs of the member, staff and credit union are met.
  • Ensures the adherence of internal controls, timely reporting and accurate internal audit processes, while maintaining balance between effective risk management and efficient, effective member/client service.
  • Promotes and communicates Alterna's vision, values and strategic objectives to employees in a way that builds understanding and commitment.
  • Establishes performance standards and evaluates employee performance to identify gaps in development or capability and implements strategies to address the gaps.
  • Through workforce alignment strategies, recruits, assesses and selects employees that meet the highest standards of competency.
  • Leads coordination of Branch SWOT analysis.
  • Interviews and selects candidates for available positions with the branch.
  • Understands and demonstrates support for Alterna's commitment to corporate social responsibility while establishing networks within the community to develop recognition of the Alterna brand.

Expectations / Outcomes

  • Achieve quarterly and annual sales goals within budget using key measurements of FUM, net income contribution and efficiency ratios
  • Implements business plans that result in portfolio growth and profitability for the branch.
  • Alterna's members will view the organization as exceeding their expectations in terms of service quality.
  • Satisfactory internal and external audits
  • Build strategic business relationships
  • Alterna's member will have the appropriate products that suit their needs.
  • Ensures branch employees are knowledgeable about Alterna's products and services.
  • Branch employees understand the standards by which they are being measured, are engaged and motivated to achieve results.
  • Professional and safe work environment is maintained.
  • All policies and procedures are adhered to.
  • Identify and duly note any exceptions to policy and procedures when recommending approval for credit

Qualifications

  • Post-secondary degree or diploma and minimum 5-7 years of relevant experience or an equivalent combination of education and experience.
  • Completion or enrolled in CSC of IFIC
  • Completion or enrolled in PFP or CFP
  • Branch compliance course recommended but nor required
  • Minimum of 3+ years credit granting experience
  • Experience conducting SWOT analysis and using data to direct branch resources in the most efficient and effective manner

Key Skills and Competencies

  • Achievement orientation with a proven ability to sustain results.
  • Thorough knowledge and understanding of sales disciplines and a demonstrated ability to motivate and coach a diverse team to achieve sales results.
  • Solid knowledge of credit union products, services, philosophies and principles.
  • Advanced knowledge of credit and investment products, legislation, regulations and policies.
  • Ability to exercise sound judgment and make decisions.

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been the Good in BankingTM for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

Working at Alterna

We are incredibly proud of our corporate culture of Integrity, Respect and Collaboration, where everyone works together towards a common goal; the financial wellbeing of our employees, members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.

  • Assistant Branch Operations Manager

    1 month ago

    Ottawa, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities Management team located in Ottawa is looking for an Assistant Branch Operations Manager to join their team The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor...

  • Customer Service Manager

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199144Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing... Our Customer Experience Leads/ Bank & Fourth/ Permanent/ Part-time 18.75h are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our...

  • Sales Account Manager

    1 week ago

    Ottawa, Ontario, Canada Uline Full time

    Ottawa, OntarioSales Account Manager - FrenchPay from $94,000 to $166,000 per yearSchedule: Monday - FridayStrong customer relationships built on trust - that's the foundation of Uline's sales culture As a Sales Account Manager, build out your territory supported by the best training, tools and product offering to win in the field every day Uline continues...

  • Emergency Management Systems Administrator

    2 days ago

    Ottawa, Ontario, Canada National Research Council Canada Full time

    Priority may be given to the following designated employment equity groups: women, Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*. The Employment Equity Act, which is under review, uses the terminology Aboriginal peoples and visible minorities. Candidates are asked to self-declare when applying to...

  • Personal Banking Associate

    2 days ago

    Ottawa, Ontario, Canada Alterna Full time

    Scope of Position This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Territory Manager

    2 days ago

    Ottawa, Ontario, Canada Otis Elevator Company Full time

    Date Posted: Country:CanadaLocation:LOC Lancaster Road,Ottawa,Ontario,K1B 4S5,CanadaOtis Elevator Company is searching for a highly motivated Territory Manager responsible for account management for all customers within the assigned geography. In addition, this position will manage field associates that are assigned to service equipment in the area.Essential...

  • Jobs at – Tax and Charities Appeals Directorate

    2 days ago

    Ottawa, Ontario, Canada CRA Full time

    Job Description:The job is that of a manager who will lead and direct the work of a group of appeals officers within a specialized area of tax within the Tax and Charities Appeals Directorate (TCAD) of the Appeals Branch.TCAD is responsible for the income tax, commodity taxes, and charity business lines of the Appeals Branch. TCAD provides policy direction...

  • Customer Service Representative

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199146Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate/ Pinecrest Mall/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...

  • Customer Service Representative

    1 day ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Customer Service Representative - Southgate (30h)Requisition ID: 199160Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate/ Southgate/ Permanent/ Part-time 30h, you are the face, character and heart of our branches. Scotiabank is a place where we put our...

  • Labourer, Water Distribution

    1 month ago

    Ottawa, Ontario, Canada City of Ottawa Full time

    Requisition ID: 10618 Department: Infrastructure & Water Services Department Service: Water Linear & Customer Services Branch: Water Distribution Branch Employment Type: Multiple Casual Positions Affiliation: CUPE 503 Inside/Outside Salary Information: $ $28.336 per hour (2023 rates of pay) Location: 951 Clyde Avenue City: Ottawa, ON Job Category:...

  • Coordinator, External Communications, Partnerships and Advocacy

    1 month ago

    Ottawa, Ontario, Canada CPF Full time

    Salary: $27.00 – $35.00 hourlyAbout Us:Canadian Parents for French is a nationwide, research-informed, volunteer organization that furthers bilingualism by promoting opportunities to learn and use French for all those who call Canada home. We are actively recruiting for a half-time* Coordinator, External Communications, Partnerships and Advocacy. This...

  • Customer Service Representative

    7 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199224 About the role As a Customer Experience Associate at Merivale & Meadowlands on a Permanent Part-time 15h basis, you play a crucial role in our branches. At Scotiabank, customer satisfaction is our top priority, and we are dedicated to helping them reach their financial objectives. Take a proactive approach to understanding customer...

  • Child Care Housekeeper

    2 weeks ago

    Ottawa, Ontario, Canada City of Ottawa Full time

    Requisition ID: 13160 Department: Community & Social Services Dept. Service: Children's Services Branch: Directly Operated Child Care Srvs Branch Employment Type: Multiple Casual Positions Affiliation: CUPE 503 Inside/Outside Salary Information: $ $26.727 per hour (2024 rates of pay) Location: Various Locations City: Ottawa, ON Job Category: Community...

  • Policy and Planning Officer

    1 week ago

    Ottawa, Ontario, Canada National Research Council Canada Full time

    Priority may be given to the following designated employment equity groups: women, Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*. The Employment Equity Act, which is under review, uses the terminology Aboriginal peoples and visible minorities. Candidates are asked to self-declare when applying to...

  • Garage Supervisor

    3 weeks ago

    Ottawa, Ontario, Canada City of Ottawa Full time

    Requisition ID: 13036 Department: Transit Services Department Service: Transit Bus Operations & Maintenance Service Branch: Transit Fleet Maintenance Branch Employment Type: 3 Full-time Permanent Work Hours: 40.00 hours per week (Subject to shift work at all locations) Affiliation: CUPE 5500 Salary Information: $ $44.638 per hour (2024 rates of pay)...

  • Engineering Manager, App Stores Backend

    1 day ago

    Ottawa, Ontario, Canada Canonical - Jobs Full time

    This is a technical management role to lead a team that develops Python and Golang micro-services that power our global software distribution engine. The world sees it as the Snap Store and marketplaces, behind the scenes it is a unified system that understands key concepts in software distribution - architectures, releases, betas, release candidates,...

  • Laser and Radiation Safety Officer

    1 week ago

    Ottawa, Ontario, Canada National Research Council Canada Full time

    Priority may be given to the following designated employment equity groups: women, Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*. The Employment Equity Act, which is under review, uses the terminology Aboriginal peoples and visible minorities. Candidates are asked to self-declare when applying to...

  • Coordinator, Internal Communications and Marketing

    1 month ago

    Ottawa, Ontario, Canada CPF Full time

    Salary: $27.00 – $35.00About Us:Canadian Parents for French is a nationwide, research-informed, volunteer organization that furthers bilingualism by promoting opportunities to learn and use French for all those who call Canada home. We are actively recruiting for a half-time* Coordinator, Internal Communications and Marketing. This position can be based...

  • Mobile Services Assistant

    2 days ago

    Ottawa, Ontario, Canada City of Ottawa Full time

    Requisition ID: 12680Department: Ottawa Public LibraryService: Branch OperationsBranch: Public ServicesEmployment Type: Up to 4 Casual Positions Work Hours: No Fixed HoursVarious Shifts: Days, Evenings, WeekendsAffiliation: CUPE 503 Library Salary Information: $ $34.805 per hour (2024 rates of pay)Location: Greenboro Branch, 363 Lorry Greenberg Drive City:...

  • Health Safety and Environment Advisor

    1 week ago

    Ottawa, Ontario, Canada National Research Council Canada Full time

    Priority may be given to the following designated employment equity groups: women, Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*. The Employment Equity Act, which is under review, uses the terminology Aboriginal peoples and visible minorities. Candidates are asked to self-declare when applying to...