Assistant General Manager

Assistant General Manager - Pemberton Branch

If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Assistant General Manager (AGM) position. In partnership and support with an offsite General Manager, the AGM provides on-site management of our Financial Spa™ in beautiful Pemberton, BC. The AGM is responsible for providing leadership, coaching and development of direct reports, while ensuring overall quality sales and service, profitability, and operational excellence of the branch.

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Schedule: Monday - Friday

Job Category: Client Service and Sales

Location: Pemberton Branch

Key responsibilities of this role are:

• Provides exceptional sales and service leadership to branch staff to ensure effective branch operations and successful sales and service to clients. Effectively manages to the BlueShore Financial Spa™ experience.
• Manages direct reports including: recruitment, retention, development of individual objectives, ongoing performance management, and determining salary increases.
• Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth.
• Provides development opportunities for staff through various sources including branch learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place.
• Approves mortgages/loans within limits. Makes recommendations to General Manager above limits.
• Ensures the effective completion of various cash and compliance duties.
• Manages a variety of loss prevention and security activities including: conducting surprise cash counts, reporting deficiencies, addressing audit issues, monitoring safety, keeping aware of possible money laundering situations, and maintaining premises security including branch, ATM and night deposit areas. Acts as a branch resource for branch staff on security policies and procedures. Oversees a variety of branch operation/security activities as outlined in our BlueShore Financial procedures.
• Ensures compliance with audit and security standards, policies and procedures. Keeps informed of changes to the same and apprises staff.
• Resolves more complex member issues or complaints

Essential Developmental Accountabilities:

• Develop, implement and manage annual business plan goals and objectives.
• Manage and report on pipeline of business. Forecasts potential growth and run off.
• Completes branch specific workforce planning reviews and ensures the successful implementation of employee retention strategies.
• Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch. Makes recommendations for approvals above prescribed limits.
• Plays an active role in the community to project a positive image for BlueShore Financial and generate business-building opportunities. Responsibilities will include public speaking and appearances as subject matter experts. Coordinates and hosts events on premises applicable to trade areas in collaboration with the Marketing department.

Qualifications and Experience

• 5 years progressive sales experience in the financial services industry
• 3 years supervisory or management experience
• Solid knowledge of lending practices and procedures
• Mutual Funds or Canadian Securities Course an asset
• Branch Compliance Manager and asset
• Personal Financial Planner (PFP^®) or Certified Financial Planning (CFP) designation an asset

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target base salary range of this role is $82,000-$101,000 year, plus a competitive variable performance bonus. This role includes a $10,000 annual location differential for increased costs of living for the Whistler/Pemberton branches.

Employment offers are determined by knowledge, experience and internal equity.

What BlueShore Financial can provide you:

• 4 weeks of paid vacation to start, plus paid personal and wellness days
• 10 k annual location differential for Whistler/Pemberton branches
• Work that is critical and impactful to the entire organization
• Opportunity to work in a world-class, award-winning organization
• Continuing education assistance and access to certified coach colleagues
• Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
• Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
• Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
• Opportunities to be involved including social, inclusion, health and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety or BC Children's Hospital)

What BlueShore Financial needs from you:

• Recognize the strength that diversity, equity and inclusion brings
• Forge relationships with colleagues for strong collaboration
• Provide a premium level of service to all clients, internal and external
• Communicate effectively and professionally
• Exhibit a growth mind-set
• Strive for continuous learning
• Be a proactive thinker and problem solver
• Demonstrate digital excellence
• Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas™, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices. We've been formally recognized as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil'wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

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