Branch Manager - Guelph, ON

Branch Manager

5290 Yonge Street
Guelph, ON M2N 5P9

DUCA Financial Services currently has 42,000 clients, $1.2 billion in assets and 16 full service branches in south-central Ontario. We generate value for our customers through competitive rates, low service charges and profit sharing. In 2011, we earned a spot on the shortlist of Canada’s Top 100 Employers.


Position: Branch Manager (full time)

Location: Guelph, Ontario

Job Function: the Manager is responsible for successfully running the branch, building business, motivating staff, encouraging the sales culture and exceeding client expectations.

Profile: self-motivated, ambitious, decisive, tactful, strong coaching and communication skills, excellent leadership qualities. Experience managing a branch for a financial institution is required.

Position Description:
• Sells all DUCA products and services, increasing the customer base and market share
• Prepares and implements plans for business development, in conjunction with senior management, including outside calls, in-branch promotions and telemarketing
• Builds and maintains relationships with high net-worth clients
• Spends approximately 15 % of work hours outside of the branch developing business, to be itemized in weekly branch reports;
• Responsible for creating and sustaining an environment of relationship management
• Directly accountable for the quality of the various loan portfolios including personal, residential and commercial
• Maintains a high level of knowledge with respect to DUCA’s products, services and marketing programs/strategies
• Promotes branch involvement in various organizations to raise the profile of the credit union in the local community
• Ensures the privacy and protects the security of staff, clients and credit union funds.
• Advises members in their personal financial affairs
• Manages all aspects of staffing, including coaching and training
• Complies with all corporate and regulatory Codes of Conduct/Ethics

Skills Required:
• Good working knowledge of all banking services
• Seasoned lender, able to process all loan applications received at the branch from application to commitment stage within discretionary limits
• Ability to lead, guide, coach, inspire, challenge and gain the respect of staff at all levels
• Ability to train staff and manage performance
• Solid business writing skills
• Mutual funds license (IFIC)
• Proficiency in Windows

You can find information about our company on [url removed] If you thrive in a sales & service environment and consider this position a match, we invite you to submit your resume to [email removed] . We appreciate all responses, however only those selected for an interview will be contacted.

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