Branch Manager

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As a Branch Manager:

You will be responsible for providing leadership and guidance to a team of financial services professionals while supporting Meridian's strategic objectives. This will include an understanding of branch operations, lending, deposits, investments, wealth, small business and Member Experience.

You will influence and implement the business plans of Meridian in conjunction with the District Vice President (DVP). You will support portfolio growth by promoting Meridian’s profile and expanding our local market share.

You will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists and approved external partners to ensure valuable delivery of Member centric products/solutions.

Member Experience

• Fosters and promotes Meridian’s Member Experience strategies while envisioning new ways to add value for current and future Members.
• Recognizes and rewards phenomenal service in action.
• Empowers the team to resolve escalated Member Concerns and creates action plans to avoid issues in the future.
• Ensures that branch staff receive proper training to demonstrate abilities to sell and cross-sell products and services that meet individual Member needs.
• Provides recommendations to the DVP to support the continuous enhancement of the Member Experience while leveraging employee and Member insights.

Employee Experience

• Unleashes the ability of each person through coaching to improve performance, solve problems, and grow careers.
• Demonstrates openness to new ideas by facilitating open dialogue where all are included, as well as promoting entrepreneurial growth mindsets amongst the team.
• Fosters individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
• Establishes and maintains efficient recruiting, training, coaching, recognition, and performance standards.

Strategic Initiatives

• Leads branch activities in support of expanding the Member relationship and growing share of wallet.
• Ensures appropriate focus, integration, and relationship building with business partners in Commercial, Wealth and Small Business within the market.
• Builds and maintains strong partner relationships with key corporate support partners.
• Provides feedback to assist with the evaluation of new programs, channels, and technologies.
• Cascades communication of the strategic direction & priorities of the organization to branch staff.
• Remains current with industry knowledge and effectively shapes Meridian’s role, reputation, and brand in the industry.
• Working with the DVP, focuses on strategies to ensure continued momentum across Meridian including Omni-channel integration.
• Participates in the development and implementation of business plans for the branch.

Operations – Planning, Metrics and Reporting

• Maintains all risk controls and audit functions to ensure the branch is aligned with policies and procedures.
• Reviews and completes branch activity reports, including staffing, loan and deposit growth, overdrafts, losses, and audits to meet profit and performance objectives.
• Sets long and short-term business development objectives with DVP to ensure achievement of growth.
• Connects with internal and external partners to meet and exceed business objectives.
• Participates in the annual branch planning and target setting process.

Community Experience

• Support local community organizations and activities through Business Development and Good Neighbor Program. Planning, preparation and delivery of Meridian hosted Community events.
• Works with DVP, surrounding branches and team to facilitate the execution of the Community plan.

How you will succeed:

Experience & Education

• At least 5-7 years of retail banking experience, with superior knowledge of all lending and investment products, including mortgage underwriting and credit adjudication experience.
• Previous or current leadership experience as a Retail Banking Assistant Branch Manager, or Branch Manager is preferred.
• Post-secondary education in Finance or Business Administration or related field.
• Mutual Funds License, PFP or CFP designations are all considered assets.
• Established network of COI (Centre of Influences) an asset as well.

Skills & Abilities

• Ability to adapt and prioritize; plan workload in a dynamic, fast paced environment.
• Exceptional negotiation, interpersonal, written, and oral communications skills. Able to mitigate and resolve Member Concerns.
• Effective analytical skills including solid understanding of financial budget analysis, staffing models and scheduling.
• Relationship building skills with an ability to effectively partner cross-functionally.
• Confident presentation skills to lead meetings and to present ideas for socialization to achieve buy-in.
• Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace.

Join us This role is in office at our Bank St. Branch, 99 Bank St G001, Ottawa, ON K1P 6B9 .

What's in it for you?

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

• Paid vacation time, and other time off
• Financial benefits including free banking, and special rates on mortgages, lines of credits and more
• Unique rewards and recognition program

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Our Story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Our Commitment to You:

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.