Assistant Branch Manager at Envision Financial a Division of First West Credit Union
Abbotsford, BC, Canada -
Full Time


Start Date

Immediate

Expiry Date

20 Nov, 25

Salary

0.0

Posted On

20 Aug, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Pfp, Risk, Common Sense, Microsoft Office, Adherence

Industry

Banking/Mortgage

Description

We are currently seeking an Assistant Branch Manager to join our team temporarily for a 12-month term.
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

  • Bachelor’s Degree in related discipline or equivalent combination of education and experience
  • Mutual Fund License required depending on region
  • Must complete the internal First West certification program specific to this role within the required timeframe
  • PFP preferred
  • Leadership Development courses preferred
  • 4 years progressive experience in sales advisory roles within the financial services industry experience required
  • Business development experience preferred
  • Sales leadership and coaching experience preferred
  • Demonstrated leadership attributes and/or experience coaching a sales team
  • Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships
  • Proven track record achieving or exceeding sales targets in retail lending and investment products and service
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment
  • Demonstrated ability to be positive and flexible to change and work in a busy environment
  • Proficient in computer software programs e.g. Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

ABOUT US

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted

Responsibilities

Please refer the Job description for details

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