Branch Manager - Fort Erie Branch

  • Full-time

Company Description

Why join PenFi

We have a lot of reasons to be proud to work here.

  • We have a generous benefits package, defined contribution pension plan and performance based success sharing to wellness days and allowances and leadership and learning development investments
  • Local is everything. We're all about working with local businesses and partnering with our communities to make them strong and vibrant
  • As a credit union, living the co-operative principles are part of our long and rich history
  • We develop meaningful relationships with our co-workers and members - that means learning about their passions, families, ambitions and doing what we can to improve their lives
  • We have a unique culture where we take our business seriously, but we like to have a little fun along the way
  • Education is a priority and we offer an abundance of leadership and professional development programs and training to help you be the best you can be
  • Corporate Social Responsibility is alive and well. From our partner Socks for Change to delivering financial literacy to new Canadians, to reducing our impact on the environment to being the official sponsor of the Niagara 2022 Canada Summer Games - we donate our time, money and expertise
  • We are all PenFi ambassadors and we live our truly local brand from the inside out

Who we are

PenFinancial Credit Union has been helping Niagara grow for over 60 years. With nearly 20,000 Members, and a rich history, our roots are firmly planted and our future is strong. As a values-driven co-operative we believe the prosperity of our Members and our community go hand in hand, and we’re on a mission to improve lives and strengthen communities.

Job Description

The Branch Manager leads and manages the overall branch operations and branch team, with the purpose of to attain growth including leading the building of relationships in the community. The Branch Manager is responsible for the overall success of the branch, including achieving branch goals and key KPI’s, by effectively coaching, training, and leading the team to deliver an exceptional Member experience and financial advice. The Branch Manager also works towards achieving their personal sales goals, by meeting with Members and using their expert product knowledge to identify products and/or services that will help Members achieve their short- and long-term goals.

Differentiating Accountabilities (Duties may vary by branch location and size):

  • Manage the overall branch operation including managing the facilities, controlling expenses through the application of internal checks and balances, operating budgets and making budget presentations to executive management, developing and executing initiatives set out in the strategic plan. 
  • Lead the adherence to all procedures for cash management and branch opening and closing. Review and analyze financial statements, system generated reports on a regular basis to ensure compliance and prepare and submit branch reports as directed.
  • Lead the accurate, compliant, and timely administration for the branch – “first time right”. 
  • Establish a Member-centric focus for the branch, promoting leadership and a high-level of Member service in all interactions, through ongoing feedback and leading by example.
  • Coach the branch team in the development of their sales and advice skills, product knowledge, relationship development skills, and how to identify opportunities. Ensuring opportunities and interactions are maximized to help Members achieve their goals. Identify training needs for employees and develop plan to close the gap.
  • Identifies internal & external opportunities to build and develop business within the community and lead the branch in campaigns and business development activities to optimize results and acquire new Members to the branch.
  • Lead and oversee all branch activities and motivate and encourage the team to work collaboratively to achieve branch and individual objectives, while always acting in the best interest of our Members.
  • Coach team to resolve problems at first point of contact, and handle any escalated Member concerns.
  • Lead the growth, deepening, and maintenance of relationships with our Members by providing holistic advice to help Member meet their short- and long-term goals.
  • Manage performance of all employees, including training, coaching, feedback, and performance reviews.
  • Lead hiring and selection process.
  • Open new accounts and through the process, identify additional Member needs, promoting the appropriate solution to meet these needs.
  • Provide investment advice and identify the appropriate solution including registered and non-registered term deposits, TFSAs, mutual funds, and wealth solutions that fit and meet the Members’ needs. Refer more complex investment service needs to our Wealth Management team as required.
  • Develop a suite of “centers of influence” outside the branch in order to support referrals and business development activity.
  • Remain up to date on products, services, operational and risk policies and procedures, while promoting adherence to established policies and procedures and risk management strategies.
  • Make decisions that mitigate risk, adhere to policy and procedure, and do what is best for the Member. 
  • Ensure all lenders are making sound loan and mortgage decisions within their discretionary limits and as appropriate, are selling and cross selling credit union loan insurance products through the education of members.
  • Ensure effective use and integration of the CRM in all advice-based activities.
  • Perform other assigned responsibilities.


  • 5 to 7 years progressive experience in credit union or bank branch with lending limits.
  • PFP or CFP designation is required;
  • Continually meet educational requirements to maintain designation.
  • Mutual Funds license under MFDA .
  • 2+ years in a leadership role.

Additional Information

To learn more visit

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.