Financial Services Branch Leader

4 weeks ago

Toronto, Ontario, Canada Meridian Credit Union Ltd Full time

At Meridian Credit Union, we are dedicated to intertwining our mission with our daily operations for the benefit of individuals, the environment, and the communities we serve. Our core belief is that our most significant opportunity lies in creating pathways for success and engaging with people on their terms.

Our ambition is to be acknowledged as the financial institution with the most substantial local influence, backed by a meaningful value proposition for our Members.

We are passionate about upholding our legacy of surpassing Member expectations and assisting them in achieving their optimal lives. We provide banking solutions that are rooted in advice while offering tools that simplify processes, delivering the right information, and inspiring our Members to attain their financial aspirations.

Our Retail teams collaborate closely with our partners in Wealth Management, Small Business, and Mobile Mortgage Specialists to foster our Members' comprehensive financial development.

Role Overview:

As a Financial Services Branch Leader, you will guide and mentor a team of financial service experts while aligning with Meridian's strategic goals. This role encompasses a thorough understanding of branch operations, lending, deposits, investments, wealth management, small business, and Member Experience.

You will play a pivotal role in shaping and executing Meridian's business strategies in partnership with the District Vice President (DVP). Your efforts will drive portfolio expansion by enhancing Meridian's visibility and increasing our local market presence.

You will collaborate with internal and external partners to ensure the effective delivery of Member-focused products and solutions.

Enhancing Member Experience

  • Cultivates and advocates for Meridian's Member Experience strategies while exploring innovative ways to provide value to current and prospective Members.
  • Acknowledges and celebrates exceptional service in real-time.
  • Empowers the team to address escalated Member issues and formulates action plans to prevent future occurrences.
  • Ensures branch personnel receive adequate training to effectively sell and cross-sell products and services tailored to individual Member needs.
  • Offers insights to the DVP to facilitate ongoing improvements in the Member Experience, leveraging feedback from employees and Members.

Fostering Employee Experience

  • Unlocks the potential of each team member through coaching to enhance performance, resolve challenges, and advance careers.
  • Encourages openness to new concepts by fostering inclusive discussions and promoting a growth mindset within the team.
  • Supports individual learning and development aligned with Meridian's core competencies and values while executing action plans based on Employee Engagement feedback.
  • Establishes and upholds effective recruitment, training, coaching, recognition, and performance standards.

Driving Strategic Initiatives

  • Directs branch operations to strengthen Member relationships and increase share of wallet.
  • Ensures focused integration and relationship-building with business partners in Commercial, Wealth, and Small Business sectors.
  • Develops and maintains robust partnerships with key corporate support teams.
  • Provides constructive feedback to aid in evaluating new programs, channels, and technologies.
  • Communicates the strategic direction and priorities of the organization to branch staff.
  • Stays informed about industry trends and effectively shapes Meridian's role, reputation, and brand within the sector.
  • Collaborates with the DVP to focus on strategies that maintain momentum across Meridian, including Omni-channel integration.
  • Participates in the formulation and execution of business plans for the branch.

Operations Management – Planning, Metrics, and Reporting

  • Upholds all risk management and audit functions to ensure branch compliance with policies and procedures.
  • Reviews and completes branch performance reports, including staffing, loan and deposit growth, overdrafts, losses, and audits to meet profitability and performance targets.
  • Sets both long-term and short-term business development goals with the DVP to ensure growth objectives are met.
  • Engages with internal and external partners to achieve and exceed business targets.
  • Contributes to the annual branch planning and goal-setting process.

Community Engagement

  • Supports local community initiatives through Business Development and community engagement programs.
  • Collaborates with the DVP and surrounding branches to implement the Community plan effectively.

Qualifications for Success:

Experience & Education

  • A minimum of 5-7 years in retail banking, with comprehensive 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, Business Administration, or a related field.
  • Mutual Funds License, PFP, or CFP designations are considered advantageous.
  • An established network of Centres of Influence (COI) is also beneficial.

Skills & Abilities

  • Ability to adapt and prioritize tasks in a dynamic, fast-paced environment.
  • Exceptional negotiation, interpersonal, written, and verbal communication skills, with the ability to resolve Member concerns effectively.
  • Strong analytical skills, including a solid understanding of financial budget analysis, staffing models, and scheduling.
  • Proficient relationship-building skills with the ability to collaborate cross-functionally.
  • Confident presentation skills to lead meetings and present ideas for consensus-building.
  • Proven ability to introduce innovative ideas while staying attuned to market trends.

Our Commitment to Diversity:

Meridian is devoted to fostering an inclusive and accessible environment where all employees and customers feel valued, respected, and supported. We are committed to employing a workforce that reflects the diversity of the communities we serve.

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

We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, perform essential job functions, and receive other employment benefits.

Thank you for considering a career with Meridian Credit Union.

  • Financial Branch Leader

    4 weeks ago

    Old Toronto, Ontario, Canada Fairstone Financial Inc. Full time

    Are you seeking a fulfilling career opportunity? Fairstone Financial Inc. is currently in search of a full-time Branch Manager. This role is ideal for individuals interested in a dynamic position that focuses on business development, client relationship management, and team empowerment.Key Responsibilities:Overseeing the overall performance of the branch...

  • Financial Branch Leader

    4 weeks ago

    Old Toronto, Ontario, Canada Fairstone Financial Inc. Full time

    Are you ready to take the next step in your career? Fairstone Financial Inc. is seeking a dedicated full-time Branch Manager for our operations. This role is ideal for individuals interested in driving business growth, nurturing client relationships, and leading a team towards success.Key Responsibilities:Overseeing the branch's overall performance and...

  • **Branch Manager

    2 days ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleWe are seeking a highly motivated and experienced Branch Manager to lead our team of Financial Service Representatives at Momentum Financial Services Group.As a Branch Manager, you will be responsible for driving store profitability by developing and leading a high-performing sales team to promote our financial products and services to meet our...

  • **Branch Manager

    2 days ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleWe are seeking a highly motivated and experienced Branch Manager to lead our team of Financial Service Representatives at Momentum Financial Services Group.As a Branch Manager, you will be responsible for driving store profitability by developing and leading a high-performing sales team to promote our financial products and services to meet our...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada Meridian Full time

    Position: Financial Services Branch Leader at Meridian Credit UnionWhy Choose Meridian: At Meridian, we strive to integrate our mission into every aspect of our service for individuals, the environment, and communities. Our focus is on creating opportunities and connecting with people in their current situations. Discover more about our journey here.Company...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada Meridian Full time

    Position: Financial Services Branch Leader at Meridian Credit UnionWhy Join Meridian: At Meridian, we strive to integrate our mission into every aspect of our work for individuals, the environment, and communities. We are committed to creating opportunities and connecting with individuals where they are. Discover more about our journey here.Company Overview:...

  • Financial Branch Leader

    4 weeks ago

    Old Toronto, Ontario, Canada Fairstone Financial Inc. Full time

    Are you seeking a fulfilling career opportunity? Fairstone Financial Inc. is looking for a full-time Branch Manager to oversee our operations. This role is ideal for individuals who are eager to drive business growth, nurture client relationships, and lead a dedicated team.Key Responsibilities:Steering the branch towards success by enhancing profitability...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada goeasy Ltd. Full time

    Embark on a rewarding career with goeasy Ltd., a recognized leader in the non-prime consumer lending sector. We take pride in our accolades, including Waterstone Canada's Most Admired Corporate Cultures, 2022 Report on Business Women Lead Here, and TSX30 for outstanding performance on the TSX. Our commitment to excellence has also earned us the Greater...

  • Financial Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada Fairstone Financial Inc. Full time

    Position OverviewFairstone Financial Inc. is seeking a dedicated and experienced Branch Manager to oversee operations at our Toronto location.Key ResponsibilitiesBusiness Development: Drive growth by identifying and cultivating new business opportunities while enhancing client acquisition through various channels.Compliance: Ensure all operations adhere to...

  • **Branch Manager

    5 days ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleWe are seeking a highly motivated and experienced Branch Manager to lead our team of Financial Sales Representatives at Momentum Financial Services Group. As a key member of our leadership team, you will be responsible for driving store profitability by developing and executing strategies to promote our financial products and services to meet...

  • **Branch Manager

    5 days ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleWe are seeking a highly motivated and experienced Branch Manager to lead our team of Financial Sales Representatives at Momentum Financial Services Group. As a key member of our leadership team, you will be responsible for driving store profitability by developing and executing strategies to promote our financial products and services to meet...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada goeasy Ltd. Full time

    Join goeasy Ltd., a prominent non-prime lending institution in Canada, committed to assisting Canadians in reaching their financial aspirations through a variety of loan solutions. We are in search of a driven professional to take on the role of Branch Manager at our Gold Branch.As a Branch Manager, you will be responsible for guiding a team to enhance sales...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada goeasy Ltd Full time $75,000

    Opportunity for a Branch Manager at goeasy LtdAs a Branch Manager, you will be responsible for:Guiding your team to enhance sales performance and foster customer relationshipsParticipating in extensive training initiatives to ensure your successAccessing comprehensive healthcare benefits and employee perksCreating exceptional customer sales experiences while...

  • Branch Manager

    7 days ago

    Old Toronto, Ontario, Canada Meridian Credit Union Ltd Full time

    About the RoleAs a Branch Manager at Meridian Credit Union Ltd, you will be responsible for leading a team of financial services professionals to deliver exceptional Member experiences and drive business growth. This role requires a strong understanding of branch operations, lending, deposits, investments, wealth, small business, and Member Experience.Key...

  • Branch Manager

    7 days ago

    Old Toronto, Ontario, Canada Meridian Credit Union Ltd Full time

    About the RoleAs a Branch Manager at Meridian Credit Union Ltd, you will be responsible for leading a team of financial services professionals to deliver exceptional Member experiences and drive business growth. This role requires a strong understanding of branch operations, lending, deposits, investments, wealth, small business, and Member Experience.Key...

  • Branch Manager

    1 day ago

    Old Toronto, Ontario, Canada Meridian Credit Union Ltd Full time

    About the RoleWe are seeking an experienced Branch Manager to lead our team of financial services professionals at Meridian Credit Union Ltd. As a key member of our leadership team, you will be responsible for providing strategic direction and guidance to our branch staff, while driving business growth and delivering exceptional Member experiences.Key...

  • Branch Manager

    1 day ago

    Old Toronto, Ontario, Canada Meridian Credit Union Ltd Full time

    About the RoleWe are seeking an experienced Branch Manager to lead our team of financial services professionals at Meridian Credit Union Ltd. As a key member of our leadership team, you will be responsible for providing strategic direction and guidance to our branch staff, while driving business growth and delivering exceptional Member experiences.Key...

  • Financial Services Branch Leader

    4 weeks ago

    Toronto, Ontario, Canada goeasy Ltd. Full time

    Join one of Canada's most dynamic organizations – welcome to goeasy. We are proud recipients of accolades such as Waterstone Canada's Most Admired Corporate Cultures, the 2022 Report on Business Women Lead Here, Report on Business for Canada's Top Growing Companies, and TSX30 for being among the top performers on the TSX. Our commitment to excellence...

  • Branch Operations Leader

    4 weeks ago

    Toronto, Ontario, Canada Enterprise Holdings Full time

    Overview We are pleased to present an opportunity for a Branch Operations Leader at Enterprise Holdings. The Branch Operations Leader is accountable for the comprehensive management and strategic oversight of their designated branch and/or associated satellite locations, focusing on key areas such as Customer Service Management, Operational Excellence,...

  • Branch Manager

    7 days ago

    Old Toronto, Ontario, Canada Fairstone Financial Inc. Full time

    Are you looking for a rewarding career in financial services? Fairstone Financial Inc. is hiring a full-time Branch Manager in our Toronto branch. If you're seeking a role with a growing business that involves developing new business opportunities, maintaining client relationships, and empowering team members, this could be the position for you.Job Duties...