Be a part of something different

We may offer the same products and services as a big bank, but we couldn't be more different. We're rooted in purpose and we're on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They're values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we've been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it's no surprise that our employee engagement scores are consistently so strong.

Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program. And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Responsible for delivering training, development, and for monitoring performance relative to sales goals for the branch and wealth teams within the credit union. This role will provide thought leadership to management on industry best practices and how they could be implemented here at PenFinancial. This role will support our leaders and staff by driving the evolution towards a more proactive sales culture, by providing the skills, knowledge, reporting, and motivation to exceed member expectations and achieve business goals.

Differentiating Accountabilities:

Training & Development

• Implement and manage comprehensive training programs for new Delivery hires and existing staff, focusing on sales techniques, product knowledge, and member service excellence.
• Develop and delivery ongoing professional development initiatives to ensure staff are up-to-date with industry best practices and regulatory requirements.
• In conjunction with the branch managers, define skill development plans for each member of the delivery team to support their ongoing growth and development
• Mentor and coach the branch management team to enhance their sales skills, improve performance, and foster a culture of continuous learning.

Sales Culture Evolution

• Act as a thought leader for our transition to a proactive sales culture by creating and promoting strategies that prioritize member needs and align with our organizational goals.
• Collaborate with branch managers to set clear sales objectives, develop action plans, and monitor progress against targets.
• Implement and refine sales processes, tools, reporting, and technology that support a more member-centric approach.
• Drive initiatives that encourage cross-selling of products and services, enhancing the overall member experience.

Performance Management:

• In collaboration with the branch managers, establish performance metrics and using data available through CRM and other technology, regularly evaluate the impact of these performance metrics.
• Provide feedback and guidance to branch staff and managers, identifying areas for improvement and recognizing achievements.
• Develop and implement incentive programs and campaigns within the frameworks that are in place at PenFinancial, to motivate staff and reward high performance in sales and member service.

Collaboration & Communication

• Work closely with department leaders and branch managers to align training and sales strategies with overall business objectives.
• Foster a collaborative environment where ideas are shared and teamwork is encouraged.

Member Experience Enhancement

• Ensure that all training and sales initiatives are aligned with our commitment to delivery exceptional member experiences.
• Monitor feedback and reporting to adjust training programs or sales approaches as necessary to meet evolving member expectations.

• Post-secondary degree in finance, commerce, or related program
• Minimum of 8 years' experience in financial banking

Skills and Competencies:

• Significant experience with Sales training systems and approaches
• Demonstrated ability to collaborate easily with co-workers, building strong and trusted business relationships; able to influence without authority
• Experience working with Banking systems (RFS/LOS/CRM) and the data that comes from these systems to drive results
• Strong focus on continuous improvement, while maintaining emphasis on member service
• Disciplined work ethic and committed to providing top quality work
• Excellent communication and interpersonal skills
• Demonstrated ability to multi-task and perform effectively despite sudden deadlines and changing priorities
• Good analytical and investigative skills
• Process management knowledge, including Six Sigma training
• Works well independently and has demonstrated good judgment in making decisions
• Proficient with Microsoft technology (Outlook, Excel, Word, and PowerPoint)

To learn more visit https://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.