Assistant Branch Manager - Lake Country Branch

Beem Credit Union•Lake Country, BC

5d•CA$77,400 - CA$83,000•Onsite

About The Position

Reporting to the Branch Manager, the Assistant Branch Manager supports leading the retail branch team to deliver exceptional, member-centric experiences aligned with Beem’s People First, Digital First strategy. This role assists in achieving branch-level performance goals, operational excellence, member engagement, and compliance. Acting as a key partner to the Branch Manager, the Assistant Branch Manager helps ensure frontline teams are equipped to deliver advice-first service, drive digital adoption, and foster strong member relationships while driving business growth through a sales goals approach. Additionally, this role provides coaching and development support to team members, contributing to a collaborative and high-performing branch culture.

Requirements

Post-secondary education in Business Administration, Finance, or a related field is preferred.
Minimum 3–5 years of progressive experience in retail banking, financial services, or a member/customer-focused environment.
Minimum 1–2 years of leadership or supervisory experience.
Proven track record in sales and service delivery, with strong knowledge of advice-based financial solutions.
Familiarity with digital banking tools and strategies to drive adoption and enhance member experience.
Strong understanding of regulatory requirements and ethical sales practices.
Demonstrated ability to lead through change and foster a collaborative, high-performance culture.
Equivalent combination of education and experience will be considered.

Responsibilities

Assist in translating Growth’s strategic objectives and alignment with branch goals into actionable plans and monitoring progress.
Support execution of sales, service, and digital engagement objectives.
Oversee day-to-day branch operations, including workflow coordination, risk controls, and audit readiness.
Ensure integration of digital tools and self-service options into member interactions.
Collaborate with internal teams to maintain alignment with branch and organizational objectives.
Help manage scheduling and resource allocation to meet member traffic and service needs.
Provide guidance and coaching to advisors to strengthen advice-first engagement and operational consistency.
Support onboarding and training for new team members.
Reinforce performance expectations and assist in identifying development opportunities.
Foster a positive, collaborative team environment, including developing a high-performance team.
Drive branch execution of goals-based advice and referral strategies.
Encourage and strengthen cross-role collaboration to ensure seamless member experiences.
Monitor sales and referral activity and share insights with the Branch Manager to identify opportunities.
Model exceptional service and assist in resolving escalated member concerns.
Support continuity of member relationships across branch roles.
Promote feedback loops to improve service delivery and member satisfaction.
Ensure adherence to internal controls, regulatory standards, and ethical sales practices.
Lead and assist in preparing for audits and compliance reviews.
Promote a culture of accountability and operational integrity.
Support local market activation initiatives and community outreach efforts.
Help identify opportunities to strengthen Beem’s presence in the local market.