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Assistant Branch Manager (Rutland Branch)

Valley First

kelowna, regional district of central okanagan, Canada Full-time July 09, 2026

Opportunity Description

Job Description

We are currently seeking an Assistant Branch Manager to join our Rutland Branch team. The ABM is responsible for leading an assigned team of branch advisory employees (up to the Financial Advisor position), ensuring current and potential members receive exceptional service through leadership, coaching, and mentoring of direct reports. The ABM participates in goal setting, tracks branch results, monitors quality of sales/service delivery targets, maintains branch compliance and FINTAC audit rating, and manages the branch within designated limits and authority in the absence of the branch manager.

Accountabilities

  • Leadership: Provide direction to assigned branch advisory employees; conduct orientation, training, performance reviews, coaching/mentoring, and disciplinary actions as required; resolve complex or escalated member issues.
  • Annual Business Plan: Develop and achieve the annual business plan; ens...
Full-time Management & Operations

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