Job Description

Manager Financial Services
If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager, Financial Services position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational excellence. In this critical role, you will also provide leadership, coaching and development for a team of direct reports and deliver world class client service in one of our unique Financial Spas(TM). Your business acumen and leadership skills drive the success of the branch and the financial well-being of our clients.
Closing Date: September 10, 2022
Job Category: Client Service and Sales
Location: Squamish Branch
Key responsibilities of this role are:
Manages direct reports (front line up to Senior Financial Services Reps) 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 BlueShore Financial'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 BlueShore client experience.
Resolves member issues or complaints.
Ability to act as Branch Compliance Officer.
Qualifications and Experience
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
Enrollment in Financial Planning Program an asset
Solid knowledge of lending practices and procedures
What can BlueShore Financial can do for you?
Opportunities to work on projects that impact the entire organization.
A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and individual goals.
Opportunity to work in a world class, award winning organization.
Continuing education assistance.
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits.
What BlueShore Financial needs from you:
Accountability, in all directions.
A proactive, self starter with a "Can Do" attitude.
The desire to lead a team to excellence.
Goal-oriented and driven to meet objectives.
Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.
Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We've been formally recognized making Kincentric's "Best Employers in Canada" list 10 years in a row and as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.
From the moment you walk into one of our Financial Spas(TM), you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for over 80 years! But this isn't the Credit Union of your childhood. We're different and better.