Branch Manager

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem we are combining our strengths to better serve our members. As of January 1 2025 Beem will be one of BCs largest provincially regulated credit unions supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at. What this role is all about The Branch Manager leads the retail branch team to deliver exceptional member‑centric experience aligned to Beem’s People First Digital First strategy. They are accountable for achieving branch‑level financial performance, operational excellence, member engagement and regulatory compliance. This role acts as a cultural carrier and strategic executor ensuring frontline teams are aligned to lifecycle advice delivery, digital adoption and long‑term member relationship goals. This role is also responsible for the talent development across all levels, fostering a high‑performing, engaged, performance‑driven culture. Location: West Kelowna Branch, West Kelowna, BC What you’ll do Strategic and Operational Leadership Translate enterprise and regional goals into actionable branch strategies and performance plans. Directly accountable for execution of sales, service and digital engagement objectives. Manage day‑to‑day branch operations ensuring efficient workflows, risk controls and audit readiness. Drive integration of digital tools, self‑serve and member‑journey enhancements into daily practice. Collaborate with teams across the Growth Division to ensure consistency and alignment with branch and business objectives. Oversee capacity planning and FTE deployment to align with traffic patterns, lifecycle needs and complexity. Provide leadership to branch team across foundational milestone and advisory roles. Foster a culture of feedback, coaching and development aligned with Beem values. Oversee hiring, onboarding and succession planning for all roles within branch. Ensure performance expectations are clearly communicated, measured and supported with development plans. Sales and Advice Execution Lead branch execution of goals‑based advice across all branch‑based member‑facing roles. Ensure all teams are equipped to refer, collaborate and close the loop across the member journey. Champion cross‑role referrals and integrated service models that reduce silos and increase wallet share. Analyze sales and referral data, member feedback and opportunity indicators to drive results. Drive profitable and sustainable growth by leveraging advanced business acumen, applying strategic pricing frameworks and consistently balancing growth opportunities with disciplined risk‑return decision‑making. Member Experience & Relationship Management Champion a member‑first culture by modeling exceptional service and resolving escalated concerns. Serve as the final escalation point for complex or sensitive member issues. Champion member continuity throughout member journey across applicable branch roles to deepen member engagement. Represent Beem’s brand values and service standards for both self and team within and beyond branch walls. Embed feedback loops from frontline teams, journey data and member complaints to continuously improve service delivery. Adhere to internal controls, legal/regulatory standards and ethical sales practices. Lead the branch’s response to audits, compliance reviews and operational incidents. Promote a strong culture of accountability, safety and operational integrity through fiduciary responsibility. Community Engagement & Local Market Activation Act as the branch’s ambassador to the local community. Identify and cultivate opportunities to expand Beem’s local presence and impact through partnerships and events. Tailor outreach and business development strategies to the needs of the branch’s member base. Team Enablement & People Leadership Provide leadership to branch team across foundational milestone and advisory roles. Foster a culture of feedback, coaching and development aligned with Beem values. Oversee hiring, onboarding and succession planning for all roles within branch. Ensure performance expectations are clearly communicated, measured and supported with development plans. What you’ll bring 7–9 years of related experience. Post‑secondary business degree or diploma. Successful completion of Financial Planning I and CUIC 210 plus additional related courses. Prior supervisory and/or leadership experience is preferred. Equivalent combination of the above may be appropriate. Key Skills Sales Experience Financial Acumen Financial Concepts Management Experience QlikView Serving Experience Retail Sales Banking Securities Law Product Lifecycle Management Mentoring Supervising Experience Your Total Rewards At Beem we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind we’ve got your back. Compensation Annual salary range: $92,000 – $120,000 Performance and Recognition Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals. Health and Wellness Extended health coverage including mental health support Dental care that keeps you smiling Disability coverage for peace of mind Take the time you need to relax, explore or just catch up on life with vacation and personal days. Retirement and Financial Well‑Being Generous RRSP contributions In‑house financial advice to help you plan ahead Flexible options to add your own contributions Beem Member Perks Free banking accounts Special mortgage and lending rates Preferred financial perks The Bottom Line Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, owning it by investing in your growth and keeping things welcoming by making sure you feel supported at work, at home and wherever your journey takes you. Company Values B uild Together: You are a team player who thrives on collaboration, sparks ideas and fosters inclusivity.O wn It: You are ready to take charge, drive change and deliver outstanding results.L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.D riven by Curiosity: You are eager to explore, learn and shape the future. Ready to join Visit us at to learn more about what it’s like to work for Beem Credit Union We sincerely thank all applicants for their interest; however only shortlisted candidates will be contacted for an interview. We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team. Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization and building strong connected relationships. Employment Type: Full‑Time Experience: years Vacancy: 1 Monthly Salary: $92,000 – $120,000 #J-18808-Ljbffr