Branch Manager - Mt. Lehman Financial Branch

Beem Credit Union • Abbotsford, BC

4d • CA$92,000 - CA$120,000 • Onsite

About The Position

The Branch Manager leads the retail branch team to deliver exceptional, member-centric experience aligned to Beem’s People First, Digital First strategy. They are accountable for achieving branch-level financial performance, operational excellence, member engagement, and regulatory compliance. This role acts as a cultural carrier and strategic executor, ensuring frontline teams are aligned to lifecycle advice delivery, digital adoption and long-term member relationship goals. This role is also responsible for the talent development across all levels, fostering a high performing, engaged performance driven culture.

Requirements

• 7-9 years related experience.
• Post-secondary business degree or diploma.
• Successful completion of Financial Planning I and CUIC 210 plus additional related courses.
• Equivalent combination of the above may be appropriate.

Nice To Haves

• Prior supervisory and/or leadership experience is preferred.

Responsibilities

• Translate enterprise and regional goals into actionable branch strategies and performance plans.
• Directly accountable for execution of sales, service, and digital engagement objectives.
• Manage day-to-day branch operations, ensuring efficient workflows, risk controls, and audit readiness.
• Drive integration of digital tools, self-serve, and member journey enhancements into daily practice.
• Collaborates with teams across the Growth Division to ensure consistency and alignment with branch, and business objectives.
• Oversee capacity planning and FTE deployment to align with traffic patterns, Lifecyle needs, and complexity.
• Provide Leadership to branch team across foundational, milestone and advisory roles.
• Foster a culture of feedback, coaching, and development aligned with Beem values.
• Oversee hiring, onboarding and succession planning for all roles within branch.
• Ensure performance expectations are clearly communicated, measured, and supported with development plans.
• Lead branch execution of goals-based advice across all branch-based member facing roles
• Ensure all teams are equipped to refer, collaborate, and close the loop across the member journey.
• Champion cross-role referrals and integrated service models that reduce silos and increase wallet share.
• Analyze sales and referral data, member feedback and opportunity indicators to drive results.
• Drive profitable and sustainable growth by leveraging advanced business acumen, applying strategic pricing frameworks, and consistently balancing growth opportunities with disciplined risk-return decision-making.
• Champion a member-first culture by modeling exceptional service and resolving escalated concerns.
• Serve as final escalation point for complex or sensitive member issues.
• Champion member continuity throughout member journey across applicable branch roles to deepen member engagement.
• Represent Beem’s brand, values, and service standards for both self and team within and beyond branch walls.
• Embed feedback loops from frontline teams, journey data, and member complaints to continuously improve service delivery.
• Adhere to internal controls, legal/regulatory standards and ethical sales practices.
• Lead the branch’s response to audits, compliance reviews, and operational incidents.
• Promote a strong culture of accountability, safety, and operational integrity through fiduciary responsibility.
• Act as the branch’s ambassador the local community.
• Identify and cultivate opportunities to expand Beem’s local presence and impact through partnerships and events.
• Tailor outreach and business development strategies to the needs of the branch’s member base.

Benefits

• Annual salary range of $92,000 to $120,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Extended health coverage (including mental health support), dental care, and disability coverage
• Vacation and personal days to rest, recharge, and manage life outside of work
• Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Free banking accounts, special mortgage and lending rates, and preferred financial perks

What This Job Offers

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