Manager, Personal Finance

Alterna Savings • Brampton, ON

13d • CA$70,000 - CA$75,000

About The Position

The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities. The MPF provides leadership through continuous learning, performance assessment, coaching and recognition to a team of sales professionals who are working towards achieving referrals, sales and service targets.

Requirements

• Thorough understanding of sales process and sales management.
• Thorough understanding of coaching principles.
• Completion of CSC or IFIC.
• University degree / college diploma with 5 years of relevant work experience.
• Thorough understanding of credit granting principles with a lending limit and solid knowledge of Investments
• PC literate (familiarity with Windows and MS Office based technologies).
• Thorough understanding of Alterna products and services.
• Knowledge of the (internal/external) member’s unique characteristics
• Industry and marketplace knowledge in order to enhance the ability to develop creative and high-quality solutions to the member’s needs, which include the development and maintenance of internal and external networks.
• Achievement orientation with a proven ability to sustain results.
• Thorough knowledge and understanding of sales disciplines and a demonstrated ability to motivate and coach a diverse team to achieve sales results.
• Solid knowledge of credit union products, services, philosophies and principles.
• Advanced knowledge of credit and investment products, legislation, regulations and policies.
• Ability to exercise sound judgment and make decisions.
• Excellent verbal and written communication skills that enable effective interaction with teams, colleagues, and members.
• Ability to lead, implement and promote change initiatives.
• Demonstrates leadership that creates a positive team atmosphere and productive work environment.
• Superior organization and planning skills.
• Advanced problem-solving skills.
• Comfortable using various computer applications.

Nice To Haves

• PFP or CFP recommended but not required.

Responsibilities

• Provide training, coaching, monitoring and supervision to a team of sales-oriented staff in order to meet sales, referrals and service targets.
• With Branch Manager, assists in the planning and monitoring of the Branch Annual Operating Plan.
• Oversees operational cash and custody controls executed by staff. Accountability and oversight for all compliance and cash control procedures including branch verification binder
• Assists in audit and monitoring of Branch Reports
• Filtering and distribution of communications in a timely manner.
• Coordination and administration of sales campaign with Branch Manager.
• Resolves problems and member complaints to ensure the needs of members and Alterna are met.
• Ensures sales meetings and morning huddles are ongoing by planning content with Branch Manager
• Ensures team is up to date on all industry and corporate changes.
• Conducts performance appraisals of direct reports and assists them in setting goals in accordance with established performance standards.
• Identifies performance problems of direct reports, initiate corrective action and make recommendations including termination if necessary.
• Participates in interviews for prospective employees.
• Serves as Acting Manager in the absence of Branch Manager.

Benefits

• The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

What This Job Offers

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