Assistant Manager (Credit Union) – Vernon – 5316

Job Detail

Assistant Manager (Credit Union)

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Full Time
Posted 11 months ago

Our client, a respected credit union with a long history in British Columbia, is seeking an Assistant Manager with experience in the finance industry for their Vernon-based branch. The Assistant Manager supports the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers.

The Assistant Manager also participates in special projects, committees, implementation teams and other related assignments as required for operational, cross-divisional, or corporate initiatives.


  • Manage the staffing requirements for the branch—hiring, onboarding, training, supervising, measuring performance, coaching, and disciplining.
  • Participate in and represent the branch at consumer banking leadership meetings.
  • Proactively manage branch performance by monitoring and analyzing operational reports and information from CRM, Insight, mystery shops, etc.; by facilitating regular and meaningful coaching sessions; and by assisting with the creation and implementation of personal development plans.
  • Proactively seek customer feedback, initiate and participate in customer consultation and monitoring activities.
  • Collaborate with employees in identifying opportunities to enhance or correct service delivery; establishing targets or standards; and developing and implementing action plans.
  • Review new loan applications and supporting documents, ensure credit-granting quality, and approve mortgages, HELOCs, loans, lines of credit and overdrafts within lending limits.
  • Provide input towards budgeting and strategic planning discussions.
  • Act as security and safety officer for the branch, communicate emergency procedures, ensure team’s completion of annual security and safety, anti-money laundering, and respectful workplace training and assessment, and monitor adherence to protocols.
  • Generate sales leads and develop new customer relationships through sales calls, personal contacts, networking, community events and other activities.
  • Refer customers to other experts and external business partners as needed, collaborate to ensure a seamless and rewarding customer experience.


  • 3-5 years’ progressive, customer-facing experience within a financial institution, which includes 1 year in a supervisory role or as part of a management associate program
  • Superior interpersonal and communication skills, including the ability to interact with a diverse and varied audience i.e. both internal and external customers and stakeholders
  • Strong leadership skills including coaching, supervising, training, decision-making and judgement
  • Proven business development, sales, service, and negotiation skills
  • Excellent time management and organizational skills
  • Detailed knowledge of deposit, personal lending, mortgage, and wealth management products
  • Working knowledge of various computer programs, including Microsoft Office, banking and customer relationship management systems
  • Willingness to engage in a flexible schedule (e.g. some evenings and weekends outside of branch hours)


Positive and collaborative workplace culture, competitive pay, a personalized benefits program, generous defined contribution pension plan, career advancement and development opportunities, investment in charitable/community initiatives and more!

To Apply:

Please apply with the form below or send your resume with the subject line “Assistant Manager (Credit Union)” to


Job Features

Job CategoryAccounting/Finance, Management

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