OPPORTUNITY PROFILE

Branch Manager

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THE ORGANIZATION INTERIOR SAVINGS CREDIT UNION

Interior Savings Credit Union is the largest credit union based in the Interior of British Columbia

with assets exceeding $2.0 billion. Through its 21 branches, 14 insurance offices, Member

Service Centre, and two Commercial Services Centres, the Credit Union offers personal and

commercial banking and a full range of insurance and wealth management services to

members in 14 communities.

Vision

To be the best in the communities they serve.

Mission

Interior Savings Credit Union is a member-owned credit union dedicated to understanding and

meeting the financial and related needs of their members with quality products and services.

They have excellent employees who are committed to developing enduring, mutually beneficial

relationships with their members and their communities.

They share the success of their credit union with their members and their communities.

Values

Integrity:

Being fair, honest and trustworthy.

Responsibility: Being accountable to members, employees, colleagues and our communities;

making good business decisions and conducting operations in a fiscally

responsible manner.

Respect:

Excellence:

Workplace:

Encouraging openness, mutual respect and individual development.

Striving for excellence in innovative work practices, products and relationships.

Creating a workplace environment that is diverse, stimulating and rewarding

while recognizing and celebrating individual, work group and organizational

success.

To learn more, visit: www.interiorsavings.com

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THE OPPORTUNITY BRANCH MANAGER

As a Branch Manager with Interior Savings, you are a key contributor to leading a team. You

will lead your team by servicing member needs and delivering relevant products and services.

You drive the business to increase the member’s share of wallet and assets under

administration. You will focus on activities that align with the strategic objectives of the four

pillars of the Balanced Scorecard of Financial, Member, Business Operations and Learning and

Growth.

Through your coaching and leadership you will lead your team to increase member

participation level’s and ensures the CU is their primary financial institution. You are

responsible for leading and executing on sales and service strategies in support of your regions

corporate business goals. As a coach and a leader you are actively engaged with your team on

strategies to meet the immediate needs of the members while looking for opportunities to

educate members on alternative channels. You look for opportunities to assist your team with

providing guidance in structuring investment and credit solutions. You foster a positive team

environment through proactive participation in providing assistance to your staff and take an

active role in their career development activities.

With an appropriate combination of knowledge and experience, this position could lead to the

position of Regional Manager, Assistant Vice President Sales and Service, Manager Consumer

Credit, Regional Manager Small Business.

Technical Competencies

Manage controllable expenses and branch budget;

Maximize the results of the team by developing, communicating and executing monthly

business plans that are aligned with the corporate strategies;

Contribute to the overall success of Interior Savings Credit Union by demonstrating

behaviors that are consistent with Interior Savings Vision, Mission and Values;

Work closely with the Account Managers to ensure a strong branch relationship and to

move members from core services to relationship services;

Coach to and follow the Service Leadership selling model when referring members,

preparing for meetings and asking questions;

Provide weekly coaching to your team in the following areas:

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Create branch campaigns to promote ISCU products and services;

Grow business in the community by building relationships with centres of

influence such as realtors, lawyers, accountants, etc.;

Maintain a high level of member satisfaction and address member complaints in

a timely manner; and

Coaching to ensure that potential relationship services members are referred to

Account Managers (e.g. Right member right offer).

Active involvement in working with our other channels; Online, Member Service Centre

in support of servicing the relationship members;

Manage branch security and safety while adhering to corporate policies and

procedures;

Work closely with the Regional relationship Manager in ensuring a strong branch

relationship and to move members from core services to relationship services;

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Manage key HR functions;

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Interviewing and hiring;

Coaching and training;

Conducting performance reviews;

Initiating performance improvement plans and progressive discipline as needed.

Administer the Collective Agreement and Terms and Conditions of Employment, as

they apply to employees in the branch.

THE PERSON

The ideal candidate will possess the following general knowledge and skills:

A university degree in a related field plus the Associate of the Credit Union Institute

designation or an equivalent combination of education and experience;

Seven to nine years of leadership/management experience preferably in the financial

services sector;

Knowledge of: employment laws and other relevant legislation, strategic management

practices and accounting principles and practices; and

Proven sales and service experience in the financial industry.

Competencies and Personal Characteristics

Core Competencies

Communication - Build partnerships by effectively communicating with employees and

members and accessing the needed information to meet needs;

Service Leadership - Through the provision of willing & capable help, reducing

member effort and creating opportunities for learning and education, meet member

needs and build excellent, loyal relationships over time;

Business - Protect and grow the financial strength of ISCU and our members;

Leadership - Application of techniques and people strategies for guiding and

implementing change; and

Team - Promote quality work through effective contribution to, and support for, team

efforts to accomplish the objectives of the team as a whole.

Core Management Competencies

Achieve Business Results – Plan, develop and implement strategies to achieve

results while demonstrating accountability for execution;

Drive the Vision – Articulate the future state and find ways to inspire people to make

required change to achieve the vision;

Inspire Future Leaders – Recognize high potential individuals, engage in career

planning, champion employee development and share the leadership role;

Build High Performance Teams – Align the team with corporate objectives while

building opportunities for cross-functional team collaboration;

Build Partnerships – Establish partnerships leading to joint projects/activities aimed at

developing policies, services and/or value-added products for members; and

Invest in Community – Build and maintain relationships in the community while

promoting ISCU as an organization of choice for new members and employees.

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COMPENSATION

A competitive compensation package will be provided including an attractive base salary and

excellent benefits. Further details will be discussed further in a personal interview.

FOR INFORMATION PLEASE CONTACT:

Robin Noftall or Greg Longster

Davies Park Vancouver

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422

Email: vancouver@daviespark.com

Additional information can be found at: www.daviespark.com

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