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Regional Manager (Temporary Full time)

$92.8k - $116k per year

DUCA Financial Services Credit Union Ltd.

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™ .
Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
Competitive rates.
Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab ( a charitable foundation committed to helping the credit challenged and underbanked. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. Branch Manager II
DUCA is currently looking for a Branch Manager II to join our dynamic Orangeville branch!
The Branch Manager leads and manages the overall branch operations and branch team, with the purpose of helping our Members do more, be more, and achieve more with their money and their lives. The Branch Manager is responsible for the overall success of the branch, including achieving branch targets and business objectives, by effectively coaching, training, and leading the team to deliver an exceptional Member experience and provide holistic financial advice. The Branch Manager is responsible for all people management activities, including staffing decisions, performance management, and compensation decisions. The Branch Manager leads and participates in branch campaigns, acts as a DUCA ambassador in the community, and ensures branch operations are efficient and compliant. The Branch Manager also works towards achieving their personal sales goals, by meeting with Members and using their expert product knowledge to identify products and/or services that will help Members achieve their short- and long-term objectives.
Identifies external opportunities to build and develop business within the community and lead the branch in campaigns and business development activities to optimize results and acquire new Members to the branch and portfolio
Provide day-to-day coaching to Financial Services Officers and Member Service Representatives on the total relationship with the Member, ensuring opportunities and interactions are maximized to help Members achieve their objectives
Lead the growth, deepening, and maintenance of relationships with our Members by providing holistic advice to help Member meet their short- and long-term objectives.
Manage performance of all employees, including training, coaching, feedback, and performance reviews
Identify training needs for employees and develop plan to close the gap
Refer more complex investment service needs to our Wealth Management team as required.
Open new accounts and through the process, identify additional Member needs, promoting the appropriate solution to meet these needs.
Develop a suite of “centers of influence” outside the branch in order to support referrals and business development activity.
Remain up-to-date on DUCA products, services, operational and risk policies and procedures
Make decisions that mitigate risk, adhere to policy and procedure, and do what is best for the Member
Ensure effective use and integration of the CRM in all advice-based activities
Minimum of three (3) years’ experience managing people/leading a team
Proven success in growing the business and establishing community and Member (client) relationships
Experience in advisory roles in personal banking, including experience with retail credit and investments. Experience in business banking considered an asset
Proven success with sales and relationship management
Passion for providing excellent Member service and helping Member to achieve their goals
Outstanding people management and leadership skills, including the ability coach, lead, motivate, and manage a team through change
Strong relationship-management skills
Excellent business acumen and financial industry knowledge
Strong attention to detail and time management skills
Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint

Employment Status: Full-time
Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.
DUCA is committed to employment equity and encourages applications from all qualified candidates.

Vacancy posted 20 hours ago
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