Job Posting Details

Branch Manager , Interior Savings Credit Union

Location:Kelowna, British Columbia
Posting Date:April 23, 2019
Closing Date:until filled
Employment Type:Full-time

At Interior Savings, Our customers are our members, our members are our owners, and our success begins and ends with you.  It’s also our job to give back in our communities. As a member of the Interior Savings team, you have the opportunity to support your local economy, local causes, local events and initiatives, and to help create positive change. That’s local money for local good.

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province.  Our organization strives to make banking easy for our members by providing channel choices, greater convenience and providing the right advice that makes a positive difference in our members’ lives.

If you would like to be part of a team that makes a positive difference in people’s lives, we have a great opportunity.

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 Innovation and Learning.

Through your coaching and leadership you will lead your team to increase member participation levels and ensure the CU is their primary financial institution.  You are responsible for leading and executing on sales and service strategies in support of your region’s 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 additional opportunities to grow the business and 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.

You will be responsible for maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the credit union by demonstrating behaviors that are consistent with Interior Savings Vision, Mission and Values. You will work closely with the Supervisor Member Services, Account Managers and Member Service Advisor to ensure strong member relationships. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. Through your strong interpersonal skills you will manage key HR functions including interviewing and hiring, coaching and training, conducting performance reviews and initiating performance improvement plans and progressive discipline as needed. You will work closely with the Regional Relationship Manager in ensuring a strong relationship between the centralized sales force and the Branch. You will also perform other duties as assigned.



  • A university degree in a related field plus the Associate of the Credit Union Institute designation or an equivalent combination of education and experience

  • Lean White Belt certification


  • 7-9 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.

  • Proven sales and service experience in the financial industry

  • Comprehensive understanding of credit products and procedures

  • Knowledgeable in full range of investment products

    “For more information or to apply for this position please visit our website:”

     We thank all applicants for their interest and will contact short-listed candidates only.