Financial Services Manager
Sales Talent Agency
Accounting & Finance, Sales & Business Development
Kelowna, BC, Canada
Posted on Jan 14, 2025
Our client is Canada's first and largest First Nations-owned trust company, providing a wide range of financial services to Indigenous and non-Indigenous clients nationwide. Their services include deposit accounts, investment options, corporate and community lending, and trust management. With regional offices and advanced electronic services, they focus on empowering clients through culturally-informed financial solutions while contributing to the economic development of Indigenous communities.
The Role: Manager, Financial Services (Westbank)
The Manager, Financial Services will oversee retail lending, deposits, and overall service delivery for the Westbank branch in Kelowna, B.C.. This role involves strategic leadership, staff development, and operational oversight, with a focus on meeting the financial needs of clients while adhering to company policies and regulatory standards. The successful candidate will also actively engage with the community, participating in marketing initiatives and fostering relationships. Specifically, you will:
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The Role: Manager, Financial Services (Westbank)
The Manager, Financial Services will oversee retail lending, deposits, and overall service delivery for the Westbank branch in Kelowna, B.C.. This role involves strategic leadership, staff development, and operational oversight, with a focus on meeting the financial needs of clients while adhering to company policies and regulatory standards. The successful candidate will also actively engage with the community, participating in marketing initiatives and fostering relationships. Specifically, you will:
- Hire, lead, and develop a highly motivated and well-trained service team, ensuring alignment with service promises and standards.
- Identify client financial needs and recommend tailored financial solutions to clients alongside your team.
- Drive policy, procedure, and product development for financial services.
- Participate in marketing campaigns, community initiatives, and internal committees to promote organizational goals.
- 8+ years of experience in financial institutions, including administration and sales of deposit and lending products.
- 5 years of leadership experience, including supervision and performance management.
- Strong understanding of the selling and administration of deposit products including GICs, TFSA, RIF, RRSP.
- Experience selling consumer lending products, such as including personal mortgage, lines of credit, personal loans.
- A diploma or degree from a recognized post-secondary institution or equivalent.
- Strong preference will be given to candidates with personal or professional experience with Indigenous communities or populations.
- Compensation: $75K - $110K salary + 10% bonus
- Paid time off: 4 - 6 weeks
- Benefits: Pension, education and professional development, travel
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