Posting Closes: May 13, 2025 @ 4:00 pm (MST)

Employment status: Full-time

At connectFirst (united with Servus Credit Union), we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that's true to our co-operative principles. You're our member, not a number. We're your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we've grown to become one of Alberta's 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're currently looking for an Assistant Branch Manager to join the legacy connectFirst Drumheller team!

As an Assistant Branch Manager, you are responsible for supporting the Community Branch Manager in driving the operational and financial performance of the branch by motivating and coaching staff to deliver exceptional member service, increasing skills and capabilities to maximize sales and referral opportunities, enabling digital education and usage, while ensuring operational efficiency and adherence to all risk management standards for the quality of the branch's portfolio. This will be a multifaceted role, encompassing leadership responsibilities, as well as supporting branch business development, fulfilling lending & deposit opportunities and driving membership growth.

Key Accountabilities:

• Supports the achievement of annual branch goals and objectives through proactive promotion of cFCU's 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 cFCU's 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, ABM's, CDU's, TCR's 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.

Requirements

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.

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

For information about these benefits and more, click here.

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks!

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply!

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