Penfinancialcreditunion
Assistant Branch Manager
Pelham, ON, Canada
Sponsorship not specified$60k-$80kDetected 1 day ago
AccessibilityBusiness DevelopmentBudgetingLeadershipCommunicationMentoring
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15Unrated
Cap-exempt (no lottery)0
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Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- As a values-driven alternative to traditional banks, PenFinancial is built to put people - not profits - first.
- They will provide day-to-day leadership, in conjunction with the Branch Manager, with a focus on influencing and executing the business plans for their branch.
- This role will understand branch operations, lending, deposits, investments, wealth, small business and Member Experience while ensuring both security and safety in accordance with PenFinancial's strategic objectives.
Responsibilities
- Lead the accurate, compliant, and timely administration for the branch - "first time right".
- Lead the adherence to all procedures for cash management and branch opening and closing.
- Develop a suite of "centers of influence" outside the branch in order to support referrals and business development activity.
- Seek business development opportunities through reach out and in person connections to grow and develop membership within the branch.
- Manage performance of direct reports including training, coaching, feedback, and performance reviews.
- Coaches and develops the team on all aspects of a successful Member Experience, through ongoing feedback and leading by example.
- Identify training needs for employees and develop plan to close the gap.
Requirements
- Post-secondary degree in finance, business, or related program
- PFP or CFP designation is required;
- Mutual Funds license under MFDA is required
- 5+ years working in banking, with increasing levels of responsibility.
- Ensure referral of more complex investment service needs to our Wealth Management team as required.
- As required, make referrals to appropriate staff.
Skills
- Strong communication and relationship building skills.
- Experience handling complex member situations.
- Strong focus on continuous improvement, while maintaining emphasis on organizational goals
- Demonstrated ability to work collaboratively across departments in the achievement of goals
- Adaptive during branch changes and coverage needs
- Experience mentoring and coaching future talent
Compensation
- $70,708 - $88,385
- Salary will be determined based on skills, experience, education and other qualifications relevant to this position.
Benefits
- Ensure sound loan and mortgage decisions within discretionary limits and as appropriate, selling and cross selling credit union loan insurance products through the education of Members.
Company info
- Serving nearly 20,000 individual members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise.
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This listing is sourced directly from Penfinancialcreditunion's careers page and normalized into a canonical job model.