Manager, Financial Services - West Pender Branch (Temporary 6 months)

Beem Credit Union•Vancouver, BC

45d

About The Position

The Manager, Financial Services partners with the Branch Manager to oversee branch operations to ensure growth, profitability, service and operational excellence. This critical position also provides leadership, coaching and development for a team of direct reports and deliver world class client service in our branches. The incumbent’s business acumen and leadership skills drive the success of the branch and the financial well-being of our members. This role is within our BlueShore division, based out of the West Pender branch in Vancouver.

Requirements

Degree in Business Administration, Commerce or other related subject or Diploma in related subject plus additional experience or equivalent experience
Four to six years progressive experience in the financial services industry
Supervisory or management experience an asset
Mutual Funds Course (IFIC, CSC and/or BCO) an asset

Responsibilities

Manages direct reports (front line up to FSA 3 level) including: recruitment, retention, development of individual objectives, ongoing performance management, and determining salary increases.
Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth.
Provides development opportunities for staff through various sources including branch learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place.
Oversees a variety of branch operation and security activities including: conducting surprise cash counts, reporting deficiencies, addressing audit issues, monitoring safety, watching for possible money laundering activities, and maintaining security of premises including branch, ATM and night deposit areas.
Liaises directly with functional areas such as Risk & Compliance, Marketing, Credit, Finance and Human Resources as needed
Maintains a thorough knowledge of Beem's products, services, policies and procedures as it pertains to client service operations.
Ensures compliance with audit and security standards, policies and procedures. Keeps informed of changes to the same and apprises staff.
Assists employees with overrides, approvals and general assistance as required.
Ensures adequate staff coverage to meet business requirements. Manages vacation and other time off requests; approves timesheets. Coordinates breaks, lunches, training sessions, and team meetings of direct reports to ensure the best member experience.
Resolves member issues or complaints.
Ability to act as Branch Compliance Officer.