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.

The Branch Manager leads and manages the overall branch operations and branch team, with the purpose of to attain growth including leading the building of relationships in the community. The Branch Manager is responsible for the overall success of the branch, including achieving branch goals and key KPI's, by effectively coaching, training, and leading the team to deliver an exceptional Member experience and financial advice. 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 goals.

• Manage the overall branch operation including managing the facilities, controlling expenses through the application of internal checks and balances, operating budgets and making budget presentations to executive management, developing and executing initiatives set out in the strategic plan.
• Lead the adherence to all procedures for cash management and branch opening and closing. Review and analyse financial statements, system generated reports on a regular basis to ensure compliance and prepare and submit branch reports as directed.
• Lead the accurate, compliant, and timely administration for the branch – “first time right”.
• Establish a Member-centric focus for the branch, promoting leadership and a high-level of Member service in all interactions, through ongoing feedback and leading by example.
• Coach the branch team in the development of their sales and advice skills, product knowledge, relationship development skills, and how to identify opportunities. Ensuring opportunities and interactions are maximized to help Members achieve their goals. Identify training needs for employees and develop plan to close the gap.
• Identifies internal & 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.
• Lead and oversee all branch activities and motivate and encourage the team to work collaboratively to achieve branch and individual objectives, while always acting in the best interest of our Members.
• Coach team to resolve problems at first point of contact, and handle any escalated Member concerns.
• Lead the growth, deepening, and maintenance of relationships with our Members by providing holistic advice to help Member meet their short- and long-term goals.
• Manage performance of all employees, including training, coaching, feedback, and performance reviews.
• Lead hiring and selection process.
• Open new accounts and through the process, identify additional Member needs, promoting the appropriate solution to meet these needs.
• Provide investment advice and identify the appropriate solution including registered and non-registered term deposits, TFSAs, mutual funds, and wealth solutions that fit and meet the Members' needs. Refer more complex investment service needs to our Wealth Management team as required.
• Develop a suite of “centers of influence” outside the branch in order to support referrals and business development activity.
• Remain up to date on products, services, operational and risk policies and procedures, while promoting adherence to established policies and procedures and risk management strategies.
• Make decisions that mitigate risk, adhere to policy and procedure, and do what is best for the Member.
• Ensure all lenders are making sound loan and mortgage decisions within their discretionary limits and as appropriate, are selling and cross selling credit union loan insurance products through the education of members.
• Ensure effective use and integration of the CRM in all advice-based activities.
• Perform other assigned responsibilities.

• 5 to 7 years progressive experience in credit union or bank branch with lending limits.
• Mutual Funds license under MFDA.
• 2+ years in a leadership role.

Target Salary: $78,687

Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

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.