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Assistant Branch Manager - Dawson Creek - Full-Time

Department: Dawson Creek Branch

Reports to: Branch Manager

Salary: $82,085 - $96,570

Closing Date: Until filled

SUMMARY

Reporting to the Branch Manager, the Assistant Branch Manager manages the sales and service function in the Dawson Creek branch by leading the achievement of sales objectives, superior member experiences, optimal business retention, including investment and loan portfolios, and initiating action to achieve portfolio growth and profitability goals.

This position champions and develops strategies for sales and service related activities and acts as an ambassador for the branch and organization in the community. The position oversees adherence to Credit Union policies and ensures that work performed is in accordance with established policies and procedures. You will coordinate and manage the activities of the team to deliver optimum sales and service.

KEY RESPONSIBILITIES
  • Responsible for providing leadership to employees in business development through cross selling all Credit Union products and services, and pursuing new business by establishing and maintaining contact with the business community
  • Contributes to branch results by implementing actions to support growth and development of branch loan and deposit portfolios
  • Directly supervises and acts as a team leader/coach to employees, monitors, evaluates, and motivates employees towards goals; establishes performance standards, evaluates, and documents performance of employees; if necessary, initiates discipline
  • Involved in coaching sessions with employees, around personal development, sales opportunities, cross-selling Credit Union products and services and ensuring that member interactions are consistent with a member centric environment
  • Interview prospective employees and make hiring recommendations
  • Responsible for translating the Credit Union’s strategic goals and objectives into “hands on” operational goals and individual action plans for employees
  • Accountable for the profitability and growth objectives as well as ensuring credit quality
  • Accountable for deposit and loan portfolios, ensures all activities are in compliance with relevant legislation and regulations.
  • Contributes to the branch design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs
  • Assists in the development of strategies to promote the sale of the company’s products and services with a goal of expanding the existing member book of business, wallet share and new, profitable member relationships
  • Responsible for overseeing the design and implementation of training and development programs for employees, to ensure quality of service is maintained, to promote employee growth, and to introduce new or revised procedures; conducts internal department training programs as required; develops and maintain department training manuals
  • Responsible for facilitating biweekly sales and service meetings
  • Ensures sales processes support and respect member objectives over sales targets
  • Provides recommendations for product or service improvement based on member needs
  • Ensures adherence of employees to all operating policies, procedures, and security requirements by monitoring activities in all areas of deposit and loan functions and initiates action to rectify problem areas
  • Ensures a maximum utilization of employees and resources within budgetary and policy constraints
  • Participates in the review and analysis of branch financial reports on a regular basis and the preparation of department and branch reports as required
  • Perform other duties as assigned
REQUIRED KNOWLEDGE SKILL AND ABILITIES
  • Sales and Service focus with an aptitude for business development and relationship building
  • Demonstrates dedication to providing quality member sales and service
  • Demonstrates strong leadership skills and the ability to develop and maintain high levels of enthusiasm, teamwork, motivation and commitment through leading to the achievement of business goals and exceptional performance
  • Proven ability to coach a diverse team
  • Ability to communicate clearly and effectively, both verbally and in writing
  • Strong commitment to continuous learning
  • Excellent communication and interpersonal skills
  • Strong analytical skills and entrepreneurial mindset
  • Proven ability to be creative and innovative
  • Thorough understanding of and the proven ability to perform well in a detail oriented, risk management-focused environment
  • Knowledge of credit union services and products, banking system and computer applications
  • Knowledge and understanding of business planning, accounting, lending and sales is considered an asset 
EXPECTED OUTCOMES OF THE ROLE
  • Provide exceptional services, processes, and products while consistently seeking ways to improve outcomes and enhance service
  • Ensure accurate and timely member transactions
  • Exceptional strength in communication, leadership, coaching and development
  • Positive internal and external service levels are achieved through proactive action and resourcefulness
  • Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
  • Supports the team to achieve results
  • Responsible for the overall sales results and growth of the department by driving a high level of member sales and service
  • A positive and professional work environment is maintained
EDUCATION AND EXPERIENCE
  • Post-secondary certification, preferably in Business or Finance
  • Minimum 4-6 years progressive experience in the financial services industry, including demonstrated team or department leadership capability
  • Minimum 3 years supervisory or management experience
  • Previous retail lending experience preferred
  • Previous experience managing in a unionized setting an asset

Consideration will be given to an equivalent combination of education and experience.

Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.

Interested candidates are invited to email their cover letter and resume to Human Resources at HR@lvcu.ca.

Mobile Mortgage Specialist - Full-Time

Department: Retail Lending

Reports to: Branch Manager

Salary Starting at $60,000 annual + Commission

Posting Date: February 15th, 2024

Closing Date: Until filled

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SUMMARY

The Mobile Mortgage Specialist will develop and manage the member’s mortgage and loan portfolios, provide superior member service and business development through proactive sales efforts and quality credit control. This position will be responsible for providing coverage and travelling between Lake View Credit Union’s locations, providing service to members anytime and anywhere. The Mobile Mortgage Specialist sources residential mortgage business and builds strong relationships; networks extensively within communities; and establishes and maintains lasting business relationships with realtors, developers, builders, and members. The Mobile Mortgage Specialist recognizes opportunities and takes the initiative to promote and cross-sell credit union products and services and refers to other staff and/or subsidiaries where appropriate,

KEY RESPONIBILITIES
  • Recognizes members needs and delivering products and services; Enhance each member experience by proactively offering suggestions and solutions that will add value to their life and their banking relationship with LVCU
  • Review members profile at each interaction to identify opportunities to promote, up sell, cross sell the credit union credit products including mortgages, consumer loans, lines of credit, credit cards and other registered and non-registered investment products.
  • Exhibit a high commitment to personalized member relationships by promoting the concept of relationship management, proactive financial coaching and referral to other resources such as wealth management or commercial credit department were warranted.
  • Interview loan applicants, analyze financial information, assess credit and approve the full suite of retail lending products, including mortgages, within discretionary limits and/or make recommendations for approvals/declines
  • Completes applications and related documentation for new loans, renewals, loan payment suspensions, alterations and substitutions of security
  • Ensures profitability of loan through application of loan rates, service charges and overdue interest
  • Grants mortgage and other loan applications such as lines of credit and overdrafts within approved lending limits; establishes repayment schedules and amortization periods
  • Submits completed applications for loans over specified lending limits along with recommendations to the manager for approval
  • Provides individualized financial counselling such as debt consolidation and information to members on loans services and deposit products offered through the branch
  • Prepares releases of security on paid out loans; interprets system-generated loan reports and identifies further action required to address problem areas such as pending delinquency
  • Reviews delinquent accounts, analyses current status and initiates action to collect on delinquent loans according to specified branch procedures and time limits
  • Supports organizational sales objectives by taking lead role in various marketing promotions, business development initiatives and community functions.
  • Perform other duties as required
REQUIRED KNOWLEDGE SKILL AND ABILITIES
  • Communicates clearly and effectively, both verbal and written
  • Demonstrates the ability to be detail oriented and manage multiple tasks
  • Demonstrates effective organization and time management
  • Able to make sound judgment and analyze problems
  • Able to work independently and as a team with minimal supervision
  • Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
  • Demonstrates respect and integrity in the workplace
  • Demonstrates initiative in the workplace
  • Demonstrates product knowledge
  • Able to make written recommendations of new loan proposals for approval
EDUCATION AND EXPERIENCE
  • 3 years experience in a financial institution
  • 3 – 6 years loans experience
  • Bachelor’s degree, preferably in Business, Finance or Commerce is considered an asset.
  • Completed the following courses or demonstrated equivalency:
    • The Credit Union System CU00-200
    • Applied Residential Mortgage Lending CU02-RMPL
    • Applied Consumer Lending CU02-CLP
    • Residential Construction Financing CU02-RCF
    • Fundamentals of Personal Financial Planning CU00-240
    • Handling Estates Effectively CU02-HEE

Interested candidates are invited to email their cover letter and resume to Human Resources at hr@lvcu.ca

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted. 

 

Why join the Lake View team?

 

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Generous above-industry salary and benefit packages

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A refreshingly vibrant environment

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Ongoing opportunities for training and development

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​A place where we see you as one of our biggest assets

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​A place where we see you as one of our biggest assets

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An understanding of the need for work-life balance complimented by a stellar wellness program

 

Staff Testimonials

Because nothing beats hearing it first hand.

Brittiny

Commercial Services Officer

"I enjoy working here because of the environment created by members and staff."

Justin

VP, FINANCE & CENTRALIZED SERVICES

"Lake View has been my employer for over a decade.  They have shown continued support and encouragement throughout my personal life and career development.  Lake View has provided opportunities that I would not have had elsewhere which has made working a true pleasure.”

 

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