Job Type: Full time Vacancy Status: This posting is for an existing vacancy The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities. The MPF provides leadership through continuous learning, performance assessment, coaching and recognition to a team of sales professionals who are working towards achieving referrals, sales and service targets. Provide training, coaching, monitoring and supervision to a team of sales-oriented staff in order to meet sales, referrals and service targets.

With Branch

Manager, assists in the planning and monitoring of the Branch Annual Operating Plan. Oversees operational cash and custody controls executed by staff. Accountability and oversight for all compliance and cash control procedures including branch verification binder Assists in audit and monitoring of Branch Reports Resolves problems and member complaints to ensure the needs of members and Alterna are met.

Ensures sales meetings and morning huddles are ongoing by planning content with Branch Manager Ensures team is up to date on all industry and corporate changes. Conducts performance appraisals of direct reports and assists them in setting goals in accordance with established performance standards. Identifies performance problems of direct reports, initiate corrective action and make recommendations including termination if necessary.

Serves as Acting Manager in the absence of Branch Manager. Participates in Head Office initiatives as assigned by Branch Manager. Alterna members will view the organization as exceeding their expectations in terms of service quality and loyalty All Operational and Risk Management policies and procedures are adhered to.

Identify and duly note any exceptions to policy and procedures when recommending approval for credit Thorough understanding of coaching principles.



University degree / college diploma with 5 years of relevant work experience. Thorough understanding of credit granting principles with a lending limit and solid knowledge of Investments PC literate (familiarity with Windows and MS Office based technologies).

Industry and marketplace knowledge in order to enhance the ability to develop creative and high-quality solutions to the member’s needs, which include the development and maintenance of internal and external networks. Solid knowledge of credit union products, services, philosophies and principles. Advanced knowledge of credit and investment products, legislation, regulations and policies.

Superior organization and planning skills. Comfortable using various computer applications.

Alterna

Savings and Credit Union Limited (Alterna) has delivered The Good in Banking for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels.

Members and customers also benefit from an industry-leading online brokerage and investment management services. We are incredibly proud of our corporate culture, embodying our core values: the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

- Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you. #

📌 Manager, Personal Finance (Brampton)
🏢 Alterna
📍 Brampton