Branch Manager Lake View Credit Union

The Position: This position reports to the Vice President, Sales and Service, and under executive direction provides overall management of the sales and service functions of the branch by leading the achievement of sales objectives,. superior member experiences, optimal business retention, including investment and loan portfolios, and initiating action to achieve portfolio growth and profitability goals. The Branch Manager directly or indirectly leads and manages all branch employees, implements marketing plans for product and service promotion and produces and analyzes financial reports. This position champions and develops strategies for all sales and service related activities in the branch and acts as an ambassador for the branch and organization in the community. The Branch Manager oversees adherence to Credit Union policies and ensures that the branch team functions in a well-managed environment that carefully balances the needs of the membership, the economic environment, and the ongoing sustainability needs of the branch and Credit Union. BRANCH MANAGER KEY RESPONSIBILITIES The Branch Manager is accountable for the branch operations, business development, sales management, and service delivery. The Branch Manager is responsible for developing and supporting strategies to achieve the Credit Union’s long-term goals and objectives. The Branch Manager will lead a team to achieve the branch’s sales and service targets. Actively promotes and maintains effective partnerships with colleagues.  Responsible for the development, implementation and monitoring of the annual branch budgets  Reviews and analyses branch reports and credit files on a regular basis, prepares and submits monthly branch reports  Responsible for translating the Credit Union’s strategic goals and objectives into “hands on” operational goals and individual action plans for employees  Implements the marketing plans and programs that contribute to the continued growth and development of the Branches, while maintaining an active involvement in community activities  Responsible for the effectiveness of all branch programs, marketing strategies, short and long term planning activities to encourage and promote branch growth, identify and capitalize on the potential for growth opportunities  Accountable for the profitability and growth objectives as well as ensuring credit quality  Accountable for deposit and loan portfolios, ensures all activities are in compliance with relevant legislation and regulations  Responsible for the appropriate on-going coaching and mentoring of employees, along with continuing the growth of a constructive culture  Responsible for coaching and developing branch employees to ensure that member interactions are consistent with a member centric environment  Performs weekly coaching sessions with employees, around personal development, sales opportunities, cross-selling Credit Union products and services and encouraging employees to provide solutions and recommendations to challenges  Identifies opportunities for employee growth; promote motivation, enthusiasm, service excellence, product knowledge and professionalism  Responsible for providing leadership to branch employees in business development through cross selling all Credit Union products and services, and pursuing new business by establishing and maintaining contact with the business community  Provides clear performance expectations, encourage employees to contribute to individual and team goals, evaluate and document employee performance, initiates discipline when required  Responsible for facilitating biweekly sales and service meetings  Provides technical direction in all areas of member service functions, balancing, security procedures and product information  Provides leadership to all branch employees which may include subordinate branch and department managers; participates the hiring of new branch employees; implements training and development programs; establishes performance standards, evaluates performance of subordinate employees; if necessary initiates discipline; conducts employee meetings and monitors all branch activities to ensure awareness of operational problems and successes  Develops strategies to promote the sale of all of the company’s products and services with a goal of expanding the existing member book of business, wallet share and new profitable member relationships  Ensures sales process supports and respect member objectives over sales targets  Provides recommendations to product or service improvement based on member needs  Ensures adherence of branch employees to all operating policies, procedures and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiates action to rectify problem areas  Implements effective training and development programs for employees  Monitors all branch activities to ensure awareness of operational challenges and successes  Contributes to the branches design and development of the business plan, policies and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch employees is maintained  Ensures a maximum utilization of employees and resources within budgetary and policy constraints  Reviews and analyzes branch financial reports on a regular basis and prepares and submits branch reports monthly or quarterly as required by Administration. EXPECTED OUTCOMES OF THE ROLE The Branch Manager’s successful execution of their role will result in the following outcomes:  Members view the Credit Union as exceeding expectations in terms of service quality  Members are provided with the appropriate products that suit their needs  Employees are knowledgeable about the Credit Union’s products and services  Employees are satisfied and motivated in their positions  Ensures a professional and safe work environment is maintained  Ensures all policies and procedures are adhered to

Qualifications: The Branch Manager will have the following education and experience:  Post-secondary degree of designation in a business related field or 10+ years of equivalent experience  Risk management and compliance REQUIRED KNOWLEDGE, SKILLS AND ABILITIES  Demonstrates strong leadership skills and the ability to develop and maintain high levels of enthusiasm, teamwork, motivation and commitment through leading to the achievement of business goals and exceptional performance  Sales and Service focus with an aptitude for business development and relationship building  Maintains a positive attitude towards corporate initiatives and change management  Proven ability to coach a diverse team  Ability to communicate clearly and effectively, both verbally and in writing  Strong commitment to continuous learning  Strong analytical skills and entrepreneurial mindset  Proven ability to be creative and innovative  Thorough understanding of and the proven ability to, perform well in a detail oriented, risk management-focused environment  Extensive knowledge of financial products and services  Knowledge and understanding of business planning, accounting, lending and sales is considered an asset  Proficient with various computer applications including risk management, profitability assessment and scenario planning software

The Credit Union / Organization: Lake View Credit Union is a dynamic organization with over 12,200 members and assets over $285 million. It serves northeastern British Columbia with branches in Dawson Creek, Chetwynd and Tumbler Ridge. The Branch Manager will work from the branch in Tumbler Ridge, which is a town set in the rolling foothills of the Rocky Mountains near the confluence of the Murray and Wolverine Rivers. Tumbler Ridge is 115 km southwest of Mile Zero of the Alaska Highway in Dawson Creek and 1186 km north of Vancouver, with an elevation of 830 m (2,739 ft) and a population of close to 3,000 people. Tumbler Ridge has a number of growing industries including coal mining, oil and gas and wind energy projects and forestry services. The town has a $14 million recreational facility located in the heart of the community and is fast becoming an economically strong member of the South Peace region. With investment that is already taking place in the service, industrial and resource sectors, the future is promising for Tumbler Ridge.

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Closing: Qualified applicants are invited to submit their resume in confidence, by Friday, December 28, 2012.

Contact Information

Qualified candidates are invited to email their cover letter and resume to Andrea Halishoff, Human Resources Manager at ahalishoff@lakeviewcreditunion.com. The posting will be open until filled. We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.

We appreciate the interest of all applicants; however only those under consideration will be contacted.