Manager, Financial Services

5 months ago

Salmon Arm, Canada SASCU Credit Union Full time

We invite you to lead a team where you can feel good about the work you do and the positive impact you have on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun

The **Manager, Financial Services** leads the Advisory Team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. This position actively provides coaching to branch staff to execute SASCU’s sales and service strategy and achieve member and employee satisfaction. This role is also responsible for managing an assigned member portfolio, including offering advice and financial products and services to members.

**What you’ll do**:

- Lead and develop staff by being a resource and providing coaching, guidance, and technical direction on all investment and lending products, services, policies, and procedures.
- Monitor individual and team results, identify gaps to target in a timely manner, and implement action plans to close gaps.
- Collaborate with the Regional Branch Manager to develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.
- Provide coaching to branch staff for consistency of activities and behaviours that support the Member Experience.
- Support staff in correcting complex and/or difficult member service situations;
- Ensure adherence to service standards through ongoing observation, communications, and training.
- Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
- Oversee and monitor member services and lending activities to ensure the provision of maximum service levels and the smooth flow of work.
- Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
- Partner with members at all stages of their life, providing advice on a full range of deposit, investment, and lending products and services for an assigned portfolio.
- Undertake other related duties to support the collective success of the branch team and maximize the Member Experience.

**What you’ll bring**:

- 5-7 years of progressive financial industry experience in investments and lending, including 2 years in a leadership role.
- Registered as a mutual funds representative, or enrolled in an applicable course upon commencement and registered within 3 months.
- 2 years of mutual funds sales experience.

**You’re perfect for this role if you**:

- Enjoy providing effective leadership to staff through on-going coaching and feedback.
- Have a solid knowledge of credit union policies, procedures, and investment and lending products and services.
- Possess solid working knowledge of regulatory requirements pertaining to activities supervised and performed.
- Demonstrate excellent sales coaching skills and the ability to provide exceptional member service.
- Are able to resolve challenging and complex member situations that have been escalated.
- Show commitment to continuous learning and self-development.

**We invest in our employees by offering**:

- A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

**Our Commitment to Diversity and Inclusion**:
SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

**A bit about SASCU**:
**Job Types**: Full-time, Permanent

**Salary**: $68,000.00-$85,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Store discount
- Vision care
- Wellness program

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Salmon Arm, BC: reliably commute or plan to relocate be

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