Branch Manager II - Ottawa

Meridian Credit Union • Ottawa, ON

24d • CA$90,000 - CA$99,000 • Onsite

About The Position

The Branch Manager II is accountable for providing leadership and direction to a team of financial services and sales professionals while supporting Meridian’s mission statement. The incumbent will be responsible for the overall growth of Meridian’s portfolio by pro-actively promoting Meridian’s profile and expanding our local market share. In addition to the above responsibilities, the incumbent must have a passion for customer service, ensuring that Meridian maintains its tradition of exceeding customer expectations. This position is ideal for individuals who understand and thrive within the changing landscape of the financial industry.

Requirements

• A strong team leader and team player. A team building leadership style that will be effective in coaching, developing, retaining, and motivating a team. Must have experience managing a team.
• Developed sales management skills to set sales goals from overall plan and targets. Ability to measure and monitor sales plans, targets, pipeline and activities. Ability to coach others on sales techniques to increase effectiveness.
• Confident, self-starter, proactive – skilled in taking initiative, assessing requirements, coming up with plans and taking the lead in making plans a reality.
• A high level of energy with a results driven attitude in a growth cycle business environment.
• Adept at problem analysis and problem resolution, at both a strategic and functional level.
• Demonstrates a high degree of adaptability, able to organize effectively and manage multiple priorities.
• Demonstrated ability to build networks and identify key contacts; finds ways to make connections.
• Actively participates in business/professional associations to build networks and interact with organizations within the community.
• Developed computer literacy sufficient to use Meridian applications and desktop tools (i.e. ACE, Mnet, Ovation, Lending).
• Well-developed problem solving skills sufficient to identify problems, generate solutions and decide on a course of action. Ability to evaluate solutions in terms of business, financial and Member impacts.
• Regular travel throughout the Niagara region, and within the province for business development, Member meetings, business meetings.
• Flexibility to work irregular hours will be required to accommodate Member meetings and networking and community involvement.
• Member Focus - Personally demonstrating that our Members are our highest priority.
• Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
• Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
• Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
• Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
• Integrity - Doing the right thing by always acting with openness, honesty and respect.
• Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports.
• Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team.
• Demonstrated previous experience in a relevant financial services environment including personal account management and in-depth knowledge of all investment and lending products; advanced credit and interviewing techniques; and underwriting skills.
• Post-Secondary education in a business or related field. IFIC, CSC, CFP may be a requirement.

Nice To Haves

• Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset.
• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Responsibilities

• In conjunction with the District Vice President, set long and short-term business development and sales objectives to ensure achievement of targets in support of Meridian’s overall business objectives.
• Achieves specific business development objectives while controlling risk, expenses and maintaining revenues to plan.
• Develops and maintains revenue-generating Member relationships by calling on existing and prospective Members, including: identification of prospects; suitable methods of contact; and determination of their needs and appropriate products and/or services.
• Provides regular reports and updates on competitive market intelligence, market situations, Member needs and interests and the potential for new products and services.
• Partners with Commercial Account Managers, Cash Management Specialists, Senior Small Business Advisors and Senior Wealth Advisors to generate deposits and relationship growth, and share best practices. Makes referrals to other departments as appropriate.
• Provides integrated delivery of financial services and products, including customized lending, cash management, and investment management with a thorough knowledge and understanding of all Meridian products and services and their related features and benefits.
• Actively promotes the development of Centres of Influence (COI) as sources of referral business. Pursues and generates new business opportunities through contact with local businesses and active participation with local community organizations to maximize networking and relationship building opportunities.
• Successfully implements Corporate marketing programs in support of business development objectives and achieving business plan projections resulting in a balanced growth of the book of business.
• Demonstrates effective leadership by empowering performance, giving constructive one on one coaching, and building a team atmosphere through positive interactions.
• Models Meridian’s corporate values consistently demonstrating Meridian’s values in action.
• A credible leader fostering greater pride in the organization, a strong spirit of cooperation and teamwork, and feelings of ownership and personal responsibility.
• Action oriented, achieves results by capitalizing on opportunities and leveraging experiences and knowledge of others. A change agent and strong communicator, who can modify style to gain understanding and commitment from others.
• Well-developed coaching skills using a variety of coaching techniques to support achievement of desired goals. Shares knowledge/experience with others and supports them in their development goals.
• Develops and implements branch strategies, goals, objectives, and related activities to achieve a high standard of Member service, optimal business retention, profitable growth and productivity.
• Leads branch activities aimed at portfolio, Member and new business development.
• Achieves results by capitalizing on opportunities and leveraging experiences and knowledge of the team and internal business partners.
• Ensures employees are coached to review and follow-up on Member activity and information on a regular basis ensuring completion of activities i.e. renewals, action required, changes to information etc.
• Possesses well-developed interpersonal relations to establish and maintain positive relationships, actively listening to colleagues and Members; demonstrates empathy for others; resolves interpersonal conflicts, remains objective and shares information in a timely, open and honest manner with team.
• Acts as an ambassador within the local community, promoting the Meridian Credit Union brand.
• Recognizes strategic opportunities under the Good Neighbour Program.
• Develops, executes and participates in activities within the local community that enhance a strong business partnership.
• Maintains a highly visible presence in the local community through civic volunteer and community work and involvement in the community’s business affairs.
• Participates and provides seminars or workshops on various credit union products and or promotions.

Benefits

• Paid vacation time, and other time off
• Employer-paid health benefits
• Defined contribution pension matching
• Financial benefits including free banking, and special rates on mortgages, lines of credits and more
• Tuition reimbursement program
• Unique rewards and recognition program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree