Branch Manager

The successful Branch Manager should have a proven track record of attracting, building and developing a team that will empower the employees to make the branch a success. Under senior managerial direction, the Branch Manager will manage the day to day operations of a retail branch.

The Branch Manager will require proven leadership and exceptional external business development skills.  The Branch Manager will coach and assist staff in responding to customer needs, with the objective of helping members attain their financial goals.

This position is a role model to other employees and strives to attain personal, branch and corporate goals by identifying opportunities to sell or refer products and services. 

• Drive the development and achievement of branch sales targets and branch marketing plans.
• Plan and implement activities to achieve sales results.
• Coach and implement regular coaching sessions with all staff on: products, cross-selling, up-selling, pricing and profitability.
• Monitor and ensure financial targets are being met or exceeded for the branch.
• Prepare annual budgets/targets and monitor/report on progress to the regional manager and branch staff.
• Identify, solicit, and close sales opportunities; offer appropriate Servus products and services to members in response to stated needs, as well as in response to clues indicating unstated needs.
• Participate actively in our sales culture by providing our members with accurate information, explaining services and their benefits, and developing long term relationships.
• Evaluate the success of staff developmental opportunities and provide effective coaching and technical training.
• Motivate employees through the effective implementation and design of reward/recognition programs.
• Ensure policy and procedures are followed which would ensure compliance with audit requirements.
• Ensure employees are trained and following banking and loan procedures.
• Organize, schedule and monitor branch activities to ensure maximum service levels are being provided to members.
• Interview prospective employees and make hiring decisions.
• Establish performance standards/plans for each employee annually.
• Evaluate performance of employees and provide regular feedback/coaching to ensure staff are meeting set performance standards, complete annual review, take necessary action as required.  

• Minimum of 5 years’ experience in progressively senior lending or equivalent combination of education and experience.
• Product Knowledge experience – Understanding banking  products and services provided by the bank.
• Product & Service Advice & Support – Providing  product and service related information, advice and assistance to customers, in order to fulfill sales and/or service obligations.
• Sales Process – Understanding and applying organizational sales process effectively.
• Loan Management – Overseeing the flow of cash or financial instruments.
• Legislation, Policies, Procedures, and Standards – Standard interpretations of existing legislation, policy, procedures and/or standards to ensure optimal application of the intent of the legislation, policy, etc.
• Forecasting and Budgeting – Experience and a solid understanding of the forecasting and budgeting processes, concepts and techniques.
• Build Relationships – Adapt at managing all kinds of people equitably.  Coaches others to be empathetic to the plight of others. Understands others’ behavior’s as a whole in terms of positions, intentions and needs, for example, what they value and how to motivate them.
• Conflict Management – adapt at handling conflicts, seeing them as opportunities.
• Leadership – Experience attracting and selecting the best talent to meet current and future business needs. Assembles talented teams.