Financial Services Leader

2 months ago

New Westminster, British Columbia, Canada Prospera Credit Union Full time

Job Summary

We are seeking a highly skilled and experienced Branch Manager to lead our team at Prospera Credit Union. As a key member of our leadership team, you will be responsible for the overall performance and success of our retail branches.

Key Responsibilities

  • Manage and lead a team of branch staff, providing coaching, guidance, and development opportunities to ensure their growth and success.
  • Develop and implement strategies to drive sales, deposit, loan, and membership growth goals for the branches.
  • Analyze reports and identify trends to inform business decisions and identify marketing opportunities.
  • Ensure integrated service delivery of products and services, including financial planning, wealth management, personal mortgages, loans, LOC's, deposits, mutual funds, insurance products, and commercial needs of members.
  • Evaluate profit/loss potential using information systems combined with personal knowledge and experience within our industry.
  • Undertake business development in the local area to grow and develop our membership, asset base, and revenue.
  • Initiate and drive in-branch campaigns designed to improve our overall results.

Requirements

  • Proven leadership and management experience in retail branches, ensuring the consistent achievement of branch goals and targets.
  • Coaching and mentorship expertise and the ability to foster team growth and development.
  • Strategic thinking and planning skills.
  • Change management experience (an asset).
  • Interpersonal and communication skills with the ability to connect, engage, and provide advice to branch teams and stakeholders.
  • Business development acumen with experience in creating and growing positive member relationships and branch portfolios.
  • Knowledge in deposit-related products, personal lending, residential mortgages, and wealth management.
  • Excellent sales and business development ability with success in negotiating terms and conditions with members.

Our Values

  • Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
  • Empower and enable others: We give each other the space, trust, and tools to succeed.
  • Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
  • Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
  • Thrive as One Team: We collaborate because it strengthens us.

Our Offer

  • Inclusive, equitable, and accessible workplace: All team members are valued, respected, and heard. We learn from each other's differences, gaining strength through our people and our perspectives.
  • Training and Support: We set our employees up for success with training and continued support and access to resources throughout employment.
  • Career Advancement: We are committed to our employee's growth and development, and we want to see you soar.
  • Fun & Camaraderie: We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding, and sometimes lighthearted.
  • Show me the money: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
  • Community Focused: We care about giving back to the communities we live, work, and play in. We participate in many community-minded activities throughout the year.
  • Diversity, equity, and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and member feels like they #BelongAtProspera.

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