Branch Manager (Lake Cowichan Branch)

Lake Cowichan, BC, Canada

$90,400 to $115,800 USD / year · Full-time

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Job details

Pay: $90,400 to $115,800 USD / year
Job type: Full-time
Apply by: Oct 29, 2026
Experience: 6 years experience in a branch leadership level role within a financial institution required
Posting language: English
Posted: Sep 29, 2026

Original job description

Job Description

We are currently seeking a Branch Manager to join our team.

The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and Tru Cooperative Bank within the community; providing sales and service leadership to branch team; coaching and directing the branch management team; developing and successfully executing an annual business plan for the operations, sales management and financial growth of branch; developing and enhancing long-term member relationships; and identifying strategies to increase profits and reduce expenses.

Here’s what would be included as a part of your typical day

Leadership: Provides leadership and direction to branch team. Ensures development and maintenance of a high-performance culture, by providing training sessions, active coaching, and through performance and sales management activities. Creates a high degree of member satisfaction through engaged employees who are focused on providing a high standard of service to achieve sales, growth and profitability across all lines of business. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
Annual Business Plan: Develops annual business plan for the branch that aligns with the strategic objectives of Tru Cooperative. Reviews branch progress against plan and ensures goals and targets are achieved and/or exceeded. Ensures branch marketing plans, service strategy and operations align with Tru Cooperative’s strategic direction and long-term success factors.
Business Development: Identifies and develops opportunities to promote the branch and Tru Cooperative within the community. Develops new and enhances existing member relationships by participating in community clubs, associations and events as an advocate to promote the company.
Financial Management: Oversees all branch credit activities including monitoring, analyzing, pricing, rating, and approving. Ensures credit recommendations and/or approvals are in accordance with established policy, procedures and authorized guidelines.
Risk Management: Ensures risk management processes and procedures are followed to manage fraud, reduce potential losses and meet regulatory and/or corporate requirements. Oversees branch compliance for mutual funds and PCMLTFA (Proceeds of Crime Money Laundering Terrorist Financing Act) and ensures staff are current in required training (e.g. money laundering) and communicates regular updates/changes to legislation or corporate requirements.

Required Skills, Experience & Qualifications

Bachelor’s Degree in related discipline or equivalent combination of education and experience required
Mutual fund license required depending on region
Branch Compliance Officer (BCO) for Mutual Funds required depending on region
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
PFP preferred
6 years experience in a branch leadership level role within a financial institution required
Sales leadership and coaching experience required
Commercial banking experience preferred
Credit adjudication experience preferred
Demonstrated leadership attributes and/or experience motivating a high-performance team
Proven ability to develop and execute on strategic sales and service plans
Proven skills in business development and achievement of sales goals and targets
Demonstrated written and verbal communication skills with ability to interact with a wide variety of people
Proficient in computer software programs e.g. Microsoft Office and banking software programs
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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More about this job

Responsibilities

Lead the branch team and execute its annual business plan, driving sales, service quality, financial growth, and long-term member relationships. Oversee credit activities, community business development, branch operations, and compliance with risk management and regulatory requirements.

Requirements

Requires a bachelor’s degree in a related discipline or equivalent education and experience, plus six years of branch leadership experience in a financial institution and sales leadership and coaching experience. A mutual fund license and Branch Compliance Officer designation may be required depending on the region; PFP and commercial banking or credit adjudication experience are preferred.

Skills

Branch Leadership
Sales Leadership
Coaching
Business Planning
Business Development
Financial Management
Credit Adjudication
Risk Management
Regulatory Compliance
Mutual Funds
Performance Management
Strategic Planning
Communication
Microsoft Office
Banking Software

Visa sponsorship

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Keywords

Branch Management
Financial Services
Sales Leadership
Business Development
Annual Business Plan
Member Relationships
Community Engagement
Credit Activities
Credit Adjudication
Mutual Funds
Branch Compliance Officer
PCMLTFA
Risk Management
Fraud Prevention
Regulatory Compliance
Performance Management
Sales Management
Service Strategy
Financial Growth
Profitability
Microsoft Office
Banking Software
PFP

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