Assistant Branch Manager, Sundre Branch

**About connectFirst Credit Union**

**As a credit union, we're different than a bank - and we like it that way.**

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.
- **Our mission**: Make money make a difference.
- **Our vision**: Do what's right for every member.
- **Our values**: Think big, act local, take charge, and make it easy.

**We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best**:

- Named among Canada’s Most Admired Corporate Cultures by Waterstone Human Capital
- Recipient of Canada’s Best Managed Companies award for 21 consecutive years
- $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
- 750 employees
- $585 million in Member's equity

**Key Accountabilities**:

- Supports the achievement of annual branch goals and objectives through proactive promotion of cFCU’s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members.
- Supports the achievement of annual branch goals and objectives through proactive promotion of cFCU’s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members.
- Conducts interviews with members and provides information on the full range of loan, and deposit products and services to recommend tailored solutions to meet their needs and further relationships.
- Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships to assist in building the existing book of business.
- Maintains a solid working knowledge and understanding of all credit union products and services in order to foster business development through service excellence and product knowledge; remains current with procedural changes including new accounts, investments, loans and mortgages.
- Processes and completes member transactions such as RRSP, term deposit sales and withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, cheque cashing, and electronic funds transfers.
- In conjunction with the Branch Manager, develops and implements branch business plans, goals, objectives, budgets and expense controls.
- Partners with the Branch Manager to ensure operational effectiveness of the branch and maximize the performance of the team.
- Coordinates and oversees the day-to-day service activities of the front-line staff, including managing the daily scheduling and ensuring adequate staffing for efficient branch front-line service.
- Ensures a high level of employee capability and engagement by setting individual goals and objectives, developing and coaching direct reports, continually assessing and improving levels of performance, supporting ongoing employee development and career planning, providing frequent feedback and guidance, and taking action to close any identified gaps.
- Coaches team on member advice and education, problem resolution and prevention at first point of contact, and advocates for digital enablement and multichannel usage.
- Provides overrides and maintains signing authority within established limits.
- Ensures member walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per policies and procedures.
- Ensures the daily management of cash within the branch, night deposit, ABM’s, CDU’s, TCR’s balancing and all other controls are in place.
- Monitors the problem resolution process ensuring branch employees are taking appropriate timely ac