Job Description

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Position Description

The ABM (S) is a hybrid role responsible for both the leadership of a team of service delivery employees as well as managing an assigned portfolio of clients with related sales goals and targets. The ABM(S) ensures current and potential members receive exceptional service delivery by providing leadership, coaching and mentoring to direct reports. This role participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating and may manage the branch, within designated limits and authority, in the absence of the branch manager.

Accountabilities * Leadership: Provides leadership and direction to assigned service delivery employees, conducts orientation and training as required. Prioritizes and balances workloads, conducts regular coaching/mentoring sessions, and is responsible for completing performance reviews. Builds and promotes a team environment, reinforces positive behavior and corrects performance as required. Initiates disciplinary action, as required. Works to resolve complex or escalated member issues.

• Annual Business Plan: Participates in the development and achievement of the annual business plan. Ensures goals and targets for the team are achieved, and ensures employees receive the training and tools required to be successful. Participates in setting branch service delivery targets, and inspires employees to provide exceptional service delivery to members.
• Member Services: Builds strong relationships with current and potential members. Identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. This role manages an assigned portfolio through proactive contact, and ensuring current and future needs are identified and met. Processes a full range of complex member transactions including but not limited to MFDA products and services, retail mortgages, and personal and RRSP loans. Ensures members receive exceptional service and strong relationships are built and maintained, and that established service standards/protocols are followed. The ABM(S) ensures needs are identified, appropriate transactions and/or referrals are completed, and that all cash services policies and procedures are followed, and provides direct service delivery to members based on branch needs.
• Financial & Risk Management: Ensures direct report\'s credit recommendations and/or approval are in accordance with established policies. Approves credit application within established limits, as required. Investigates and resolves risk management security issues such as robbery or fraud; acts as branch compliance officer and completes related legislative processes and procedures and communicates updates on legislative requirements to branch employees, as required.
• Business Development: Seeks opportunities to promote the branch and FW within the community by participating in community events, and enhancing or developing new member relationships. Refers new contacts and potential sales opportunities to appropriate advisor.
• Branch Goals: Shares accountability for branch financial performance by establishing team goals and targets and ensures the achievement of cross sell and referral targets. The ABM(S) sets goals and targets for branch campaigns, ensures the team proactively promotes FW products and services, and participates in branch campaigns.
• Branch Support: Participates in annual budget planning process. Oversees branch security, compliance, and internal audits, and ensures night and mail deposits are recorded and processed accurately, and completes all cash management procedures and processes, as required.
• Other duties as required by branch leadership

Branch/Regional Differentiation:

• Direct reports are typically Branch Advisor & Member Services Advisors; depending on region/branch needs, the position may have sales advisory roles as direct reports.
• May be required to provide front line service delivery to members for 25% of the time or more, based on branch size and needs

People/Thought Leadership

• Directly responsible for supervising frontline or administrative employees

Qualifications

• Bachelor\'s Degree in related discipline or equivalent combination of education and experience
• Mutual Fund License required depending on region
• Must complete the internal First West certification program specific to this role within the required timeframe
• PFP preferred
• Leadership Development courses preferred
• 4 years progressive experience in sales advisory roles within the financial services industry experience required
• Business development experience preferred
• Sales leadership and coaching experience preferred

Competencies

• Demonstrated leadership attributes and/or experience coaching a sales team
• Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• Demonstrated ability to be positive and flexible to change and work in a busy environment
• Proven ability to plan, organize, prioritize workloads, and solve problems effectively

Skills

• Proficient in computer software programs e.g. Microsoft Office and banking software programs

Risk Management

• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

About Us:

What\'s in it for you:

First, we strive to make our team members feel genuinely rewarded. You\'ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we\'re powered by giving back-in big ways and through small gestures. That\'s why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you\'ll be able to elevate your potential. Wherever your own purpose leads, we\'re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Equity, Inclusion & Diversity

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it\'s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We\'re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

First West Credit Union