Branch Manager

Reports to: Director, Sales & Coaching
Job Type: Regular, Full Time

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal? Here at YNCU, we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

The Role
The Branch Manager plays a critical role in creating a welcoming, member-focused branch environment that drives both member and staff engagement. In this role, the Branch Manager will lead a team dedicated to expanding the branch’s portfolio through strategic sales, business development, and member service initiatives. Focus on coaching and developing the team, empowering them to achieve high performance in sales and digital engagement, while also ensuring timely issue resolution at every member interaction. The Branch Manager is responsible for identifying key business opportunities and building strong, long-term member relationships.

• People Management: Mentor and develop a high-performing team, fostering ownership, accountability, and career growth.

• Performance Coaching: Implement strong performance management routines to drive results and enhance employee capabilities.

• Workforce Planning: Manage staffing levels, recruitment, and necessary adjustments to align with organizational goals.

• Conflict Resolution: Address individual performance, attendance, and behavioral matters to ensure team morale and engagement.

• Exceptional Service Delivery: Establish and maintain a high standard of personalized service to enhance member relationships.

• Problem Resolution: Coach employees on first-contact problem resolution, ensuring efficient and professional experience for members.

• Community Engagement: Build and maintain strong relationships with local businesses, partners, and community organizations to drive business opportunities.

• Revenue Generation: Drive branch success through member acquisition, engagement, and cross-selling of financial products.

• Sales & Advisory Expertise: Lead lending, deposit, and investment services while adhering to credit policies and risk management procedures.

• Strategic Planning: Develop and execute business plans that align with branch objectives and organizational goals.

• Data-Driven Decision Making: Use market intelligence and financial insights to identify opportunities for growth and improvement.

• Financial Oversight: Manage expenses and revenue targets to achieve financial goals.

• Risk Management: Ensure compliance with internal audit controls, credit policies, and regulatory requirements.

• Process Optimization: Implement best practices and operational efficiencies to enhance branch productivity.

• Health & Safety Compliance: Maintain a safe and secure work environment in accordance with organizational policies and legislative requirements.

What we are looking for

• Business Degree or a Certification from an accredited institution, or equivalent work experience

•At least five (5) years of experience in a proven supervisory role in a financial institution to include, but not be limited to personnel, management, lending and collections, member services, office procedures, accounting, etc.

• Excellent verbal and written interpersonal and communication skills sufficient to influence guide, and inspire branch team toward goals

•Mutual Funds Sales and Licensing will be an asset

•Proven ability to inspire, motivate, and energize teams, fostering a positive work environment.
•Strong coaching and mentorship skills, providing regular feedback and guidance to support employee growth.
•Ability to recruit, develop, and retain top talent, ensuring a high-performing and engaged team.
•Skilled at building trust and acting with integrity, leading by example to uphold YNCU’s Mission, Vision, and Principles.
•Experienced in driving employee engagement initiatives and implementing action plans to enhance team performance.
•Keen business sense with a strategic mindset, identifying opportunities for growth and improvement.
•Ability to develop, execute, and adjust business development strategies to achieve financial and operational goals.
•Strong decision-making and problem-solving skills, balancing risk management with member-focused solutions.
•Expertise in branch operations, compliance, and financial services, ensuring adherence to policies and regulations.
•Skilled in handling complex member concerns, resolving issues effectively and professionally.
•Strong ability to build lasting relationships with members, business partners, and community stakeholders.
•Excellent verbal, written, and active listening skills, ensuring clear and professional interactions.
•Skilled at evaluating branch performance metrics and implementing strategies for continuous improvement.
•Ability to think critically and challenge the status quo, driving innovation and efficiency.
•Proficient in Microsoft Office products and other financial services tools.
•Ability to ensure employees understand and adhere to Credit Union policies and procedures.
•Experienced in internal audit, risk management, and compliance monitoring to protect member and organizational interests.

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.
• B Corp Certified
• Certified Ontario Living Wage Employer
• Southwestern Ontario Top Employers (2025)
• Waterloo Area's Top Employers (2025)
• Canada's Healthy Workplace Month Great Employer Award (2024)
• Flexible work arrangements once fully oriented
• Competitive Compensation, Incentive Programs and Benefits
• 37.5-hour work week
• 7% matching pension
• Benefits are 100% paid for by YNCU
• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
• Learning and Development Opportunities
• Paid Volunteer opportunities
• Fun and meaningful Employee Resource Groups
• Free bank account and discounted rates for Employee’s

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at hrjobs@yncu.com