Job Description

Description :About connectFirst Credit UnionAs a credit union, we're different than a bank - and we like it that way.At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking thatxe2x80x99s true to our co-operative principles. Youxe2x80x99re our member, not a number. Wexe2x80x99re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, wexe2x80x99ve grown to become one of Albertaxe2x80x99s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.We believe that banking is about more than money - itxe2x80x99s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission: Make money make a difference.
• Our vision: Do what's right for every member.
• Our values: Think big, act local, take charge, and make it easy.

Wexe2x80x99re committed to providing remarkable experiences to our members, our communities, and our employees, and wexe2x80x99re proud to be regarded as one of the best:

• Named among Canadaxe2x80x99s Most Admired Corporate Culturesxe2x84xa2 by Waterstone Human Capital
• Recipient of Canadaxe2x80x99s Best Managed Companies award for 21 consecutive years
• $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
• 750 employees
• $585 million in Member's equity

Key Accountabilities:

• Supports the achievement of annual branch goals and objectives through proactive promotion of cFCUxe2x80x99s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members.
• Supports the achievement of annual branch goals and objectives through proactive promotion of cFCUxe2x80x99s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members.
• Conducts interviews with members and provides information on the full range of loan, and deposit products and services to recommend tailored solutions to meet their needs and further relationships.
• Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships to assist in building the existing book of business.
• Maintains a solid working knowledge and understanding of all credit union products and services in order to foster business development through service excellence and product knowledge; remains current with procedural changes including new accounts, investments, loans and mortgages.
• Processes and completes member transactions such as RRSP, term deposit sales and withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, cheque cashing, and electronic funds transfers.
• Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures; ensuring application of appropriate rates and service charges.
• Mobilizes and encourages the branch team to apply retailing excellence in order to deliver what is right for every member, while also balancing the interest of the credit union.
• In conjunction with the Branch Manager, develops and implements branch business plans, goals, objectives, budgets and expense controls.
• Partners with the Branch Manager to ensure operational effectiveness of the branch and maximize the performance of the team.
• Coordinates and oversees the day-to-day service activities of the front-line staff, including managing the daily scheduling and ensuring adequate staffing for efficient branch front-line service.
• Ensures a high level of employee capability and engagement by setting individual goals and objectives, developing and coaching direct reports, continually assessing and improving levels of performance, supporting ongoing employee development and career planning, providing frequent feedback and guidance, and taking action to close any identified gaps.
• Coaches team on member advice and education, problem resolution and prevention at first point of contact, and advocates for digital enablement and multichannel usage.
• Provides overrides and maintains signing authority within established limits.
• Ensures member walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per policies and procedures.
• Ensures the daily management of cash within the branch, night deposit, ABMxe2x80x99s, CDUxe2x80x99s, TCRxe2x80x99s balancing and all other controls are in place.
• Monitors the problem resolution process ensuring branch employees are taking appropriate timely action to meet and/or exceed member expectations.
• Remains member focused acting as a trusted advisor to internal and external members, while balancing the needs of the member and the credit union.
• Provides subject matter expertise relative to operational effectiveness.
• Monitors the effectiveness of operational controls in place, identifies any deficiencies and initiates appropriate corrective actions to ensure branch operational controls are adequate.
• Follows audit, compliance, risk management, delinquency, fraud, robbery and other control mechanisms; conducts prescribed audits, verifications, and reviews other processes that are prescribed in policy & procedure.
• Leverages network to establish both internal and external working relationships to support business objectives.
• In conjunction with the Branch Manager, participates in interviews and hiring decisions for all non-management positions.

Experience and/or Educational Requirements:

• Minimum 4 years experience in retail banking, consumer lending/ credit, or investments.
• 1 - 2 years demonstrated experience in a management role is an asset (ABM I)/ is required (ABM II).
• Proven success in business growth, as well as establishing member and community relationships.
• Experience in coaching to sales and referral target achievement.
• Experience in consumer lending/credit or investments is an asset (ABM I)/ is required (ABM II).
• Completed a relevant certificate, diploma, degree or designation program.
• Completion of Lender Accreditation Program may be required.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Strong computer skills; able to pick up new and existing programs related to the job quickly.
• Excellent communication skills; both written and verbal.
• Strong critical thinking, problem solving, analytical, organizational and multi-tasking skills.
• Excellent customer service orientation.
• Excellent attention to detail.
• Excellent aptitude for numbers, with fast and accurate data entry skills.
• Strong leadership and management skills.
• Good entrepreneurial business acquisition mindset.
• Ability to make timely/ sound decisions based upon a mixture of analysis, policies, procedures, experience, and judgment.
• Ability to effectively adapt to and lead through an ever-changing business environment.

Qualified applicants are invited to apply online.We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.For more information on Connect First Credit Union Careers, please visit

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