Branch Manager

2 days ago


Lake Cowichan, Canada Envision Financial Full time

We are currently seeking a Branch Manager to join our team for a temporary 18- month contract.The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and First West within the community; providing sales and service leadership to branch team; coaching and directing the branch management team; developing and successfully executing an annual business plan for the operations, sales management and financial growth of branch; developing and enhancing long-term member relationships; and identifying strategies to increase profits and reduce expenses.Here’s what would be included as a part of your typical dayLeadership: Provides leadership and direction to branch team. Ensures development and maintenance of a high performance culture, by providing training sessions, active coaching, and through performance and sales management activities. Creates a high degree of member satisfaction through engaged employees who are focused on providing a high standard of service to achieve sales, growth and profitability across all lines of business. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.Annual Business Plan: Develops annual business plan for the branch that aligns with the strategic objectives of First West. Reviews branch progress against plan and ensures goals and targets are achieved and/or exceeded. Ensures branch marketing plans, service strategy and operations align with First West’s strategic direction and long term success factors.Business Development: Identifies and develops opportunities to promote the branch and First West within the community. Develops new and enhances existing member relationships by participating in community clubs, associations and events as an advocate to promote the company.Financial Management: Oversees all branch credit activities including monitoring, analyzing, pricing, rating, and approving. Ensures credit recommendations and/or approvals are in accordance with established policy, procedures and authorized guidelines.Risk Management: Ensures risk management processes and procedures are followed to manage fraud, reduce potential losses and meet regulatory and/or corporate requirements. Oversees branch compliance for mutual funds and PCMLTFA (Proceeds of Crime Money Laundering Terrorist Financing Act) and ensures staff are current in required training (. money laundering) and communicates regular updates/changes to legislation or corporate requirements.Required Skills, Experience & QualificationsBachelor’s Degree in related discipline or equivalent combination of education and experience requiredMutual fund license required depending on regionBranch Compliance Officer (BCO) for Mutual Funds required depending on regionMust complete the internal First West certification program specific to this role within the required timeframePFP preferred6 years experience in a branch leadership level role within a financial institution requiredSales leadership and coaching experience requiredCommercial banking experience preferredCredit adjudication experience preferredDemonstrated leadership attributes and/or experience motivating a high-performance teamProven ability to develop and execute on strategic sales and service plansProven skills in business development and achievement of sales goals and targetsDemonstrated written and verbal communication skills with ability to interact with a wide variety of peopleProficient in computer software programs . Microsoft Office and banking software programsDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.


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