Branch Manager

**Scope of Position**

Reporting to the Vice President, Member Experience, the Branch Manager provides overall leadership in the achievement of team sales objectives and related activities to achieve a high standard of operational effectiveness, superior member/client experiences and optimal sales performance (including new business acquisition and retention). This position is responsible for the achievement of high impact service delivery across all roles within the assigned branch, building effective relationships with sales and service partners to ensure that superior member/client care is delivered.

Through ongoing coaching and development, the Branch Manager develops and implements strategies to maximize employee capability and engagement. This role also fosters a high performance sales culture, implementing strategies and change initiatives that contribute to the achievement of established branch targets and ultimately the organization’s strategic goals.

**Major Responsibilities**
- ** **Develops, manages and fosters high-performance sales culture that maximizes growth and promotes credit and service quality.
- Creates an engaging environment that aligns with Alterna’s values, while encouraging and guiding employees to realize their maximum potential.
- Coaches, mentors and develops staff through clearly defined and measurable goals, establishing expectations to ensure sales targets are met.
- Evaluates the market for current industry trends, potential growth and uses this information to build tactical sales activities that will help achieve branch goals.
- Translates the organization’s quarterly goals and objectives into effective strategies and performance targets for their assigned team.
- Oversees the branch operations ensuring that goals are being met and reports regularly on progress toward sales and business development plans.
- Accountable for resolving complex problems related to member satisfaction to ensure the needs of the member, staff and credit union are met.
- Ensures the adherence of internal controls, timely reporting and accurate internal audit processes, while maintaining balance between effective risk management and efficient, effective member/client service.
- Promotes and communicates Alterna’s vision, values and strategic objectives to employees in a way that builds understanding and commitment.
- Establishes performance standards and evaluates employee performance to identify gaps in development or capability and implements strategies to address the gaps.
- Through workforce alignment strategies, recruits, assesses and selects employees that meet the highest standards of competency.
- Leads coordination of Branch SWOT analysis.
- Understands and demonstrates support for Alterna’s commitment to corporate social responsibility while establishing networks within the community to develop recognition of the Alterna brand.

**Expectations / Outcomes**
- Achieve quarterly and annual sales goals within budget using key measurements of FUM, net income contribution and efficiency ratios
- Implements business plans that result in portfolio growth and profitability for the branch.
- Alterna’s members will view the organization as exceeding their expectations in terms of service quality.
- Satisfactory internal and external audits
- Build strategic business relationships
- Alterna’s member will have the appropriate products that suit their needs.
- Ensures branch employees are knowledgeable about Alterna’s products and services.
- Branch employees understand the standards by which they are being measured, are engaged and motivated to achieve results.
- Professional and safe work environment is maintained.
- All policies and procedures are adhered to.
- Identify and duly note any exceptions to policy and procedures when recommending approval for credit

**Qualifications**
- ** **Post-secondary degree or diploma and minimum 5-7 years of relevant experience or an equivalent combination of education and experience.
- Completion or enrolled in CSC of IFIC
- Completion or enrolled in PFP or CFP
- Branch compliance course recommended but nor required
- Minimum of 3+ years credit granting experience
- Experience conducting SWOT analysis and using data to direct branch resources in the most efficient and effective manner

**Key Skills and Competencies**
- Achievement orientation with a proven ability to sustain results.
- Thorough knowledge and understanding of sales disciplines and a demonstrated ability to motivate and coach a diverse team to achieve sales results.
- Solid knowledge of credit union products, services, philosophies and principles.
- Advanced knowledge of credit and investment products, legislation, regulations and policies.
- Ability to exercise sound judgment and make decisions.

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking for over 115 years creating financial services that transform lives for the be