District Director, Retail Services

at  WFCU Credit Union

IN SUMMARY, DISTRICT DIRECTOR, RETAIL WILL:

• Develop and monitor the annual, quarterly and monthly business plans to maximize growth and member retention to support the strategic growth and direction of the credit union. Monitor results (daily and weekly) and implement strategies to correct performance gaps.
• Meet and exceed sales targets by advising and providing members with products and services to meet their financial objectives.
• Support business growth of “home location” by meeting with members to assess their needs; matching products and services, while engaging your team on fulfillment when necessary.
• Provide basic financial planning and investment advice to our members.
• Identify and refer to other lines of business including small business, wealth management (various delivery models) and commercial services.
• Create business development strategies throughout geographic regions to increase business and maximize sales and member satisfaction.
• Establish and maintain a community network to promote the credit union’s brand and to support a strong referral source. Actively participate in community investment initiatives that support our strategic direction.
• Develop and maintain relationships with key stakeholders and suppliers to support our overall business objectives.
• Have overall responsibility for locations in a designated area.
• Establish regular coaching with designated employees assisting in their professional and career development and growth.
• Manage member issues, adhering to our market code of conduct.
• Uphold the culture of service and risk, ensuring adherence to policies and the code of conduct. Identify, mitigate and report on risk issues per policies, guidelines and procedures to ensure appropriate escalation processes are followed.
• Maintain current and relevant knowledge of industry trends, competitor products and services.
• Ensure adherence to established policies, guidelines and procedures with a high level of accuracy and attention to detail.
• Consistently provide Five Star service to internal and external members.
• Complete any other duties as assigned.

THE “MUST-HAVE” SKILLS AND QUALIFICATIONS THAT WE’RE LOOKING FOR ARE:

• A minimum of five (5) years of progressive leadership experience.
• Professionalism, with the ability to be successful motivating a team to achieve and exceed sales goals.
• A solid knowledge of financial products and services.
• Demonstrated enthusiasm and commitment to providing exceptional member service.
• A strong knowledge of computers.
• Excellent communication skills.

THESE ADDITIONAL SKILLS ARE CONSIDERED ASSETS TOO:

• Prior experience within the financial services industry.
  If you feel you’re a great fit, let us know why!
  We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:
  Jennifer Bradie
  Director, Human Resources - WFCU Credit Union
  3000 Marentette Avenue, Windsor, Ontario N8X 4G2
  careers@wfcu.ca
  WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Please refer the Job description for details