Branch Manager - Kelowna (ON Site)

March 20 2024
Industries Bank, Insurance, Financial services
Categories Human Resources,
Kelowna, BC • Full time

TEAM LOCAL is hiring
Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It's our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Learn more about us at prospera.ca.

There's something for everyone in Kelowna: from organic farms and renowned wineries to picturesque beaches, hiking trails, beautiful parks and golfing… Kelowna truly has it all, including your next leadership opportunity!

We are looking for a strategic-thinking, experienced Branch Manager to oversee our two Kelowna locations: Prospera Centre and Mission Park. In this role, you'll be responsible for the leadership and management of the two advice centre teams, member service delivery, coaching and development, community relations, compliance, and proactive development and growth of retail deposit and lending portfolios.

If you possess proven leadership skills and are passionate about driving a performance culture, this is the perfect opportunity to experience Okanagan living.

What you'll do:

  • Manage our two Kelowna branches including hiring, training, mentoring, developing and coaching the branch staff
  • Lead the two branch teams in delivering the credit union's vision, values, and commitments
  • Manage both branches as profit centres by attaining sales, deposit, loan, and membership growth goals
  • Analyze reports and identify trends along with identifying marketing opportunities for the branch trade area
  • Ensure integrated service delivery of products and services, including financial planning, wealth management, personal mortgages, loans, LOC's, deposits, mutual funds, insurance products, and/or commercial needs of members
  • Evaluate profit/loss potential using information systems combined with personal knowledge and experience within our industry
  • Undertake business development in the Kelowna area to grow and develop our membership, asset base and revenue
  • Initiate and drive in-branch campaigns designed to improve our overall results

What you bring:

  • Proven leadership and management of retail branches, ensuring the consistent achievement of branch goals and targets
  • Coaching and mentorship expertise and the ability to foster your team's growth and development
  • Strategic thinking and planning skills
  • Change management experience (an asset)
  • Interpersonal and communication skills with the ability to connect, engage and provide advice to branch teams and stakeholders
  • Business development acumen with experience in creating and growing positive member relationships and branch portfolios
  • Knowledge in deposit-related products, personal lending, residential mortgages, and wealth management
  • Excellent sales and business development ability with success in negotiating terms and conditions with members

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What's in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other's differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement! We are committed to our employee's growth and development, and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.

If you require accommodation during any part of the recruitment process, please let us know.

Sound like this could be your new role? Apply Today!

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Apply now!

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