Description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 members across66 branches with$18 billion in assets under administration .

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

The Branch Manager leads the retail branch team to deliver exceptional, member-centric experience aligned to Beem’s People First, Digital First strategy. They are accountable for achieving branch-level financial performance, operational excellence, member engagement, and regulatory compliance. This role acts as a cultural carrier and strategic executor, ensuring frontline teams are aligned to lifecycle advice delivery, digital adoption and long-term member relationship goals. This role is also responsible for the talent development across all levels, fostering a high performing, engaged performance driven culture.

What you’ll do:

Strategic and Operational Leadership

- Translate enterprise and regional goals into actionable branch strategies and performance plans.
- Directly accountable for execution of sales, service, and digital engagement objectives.
- Manage day-to-day branch operations, ensuring efficient workflows, risk controls,



and audit readiness.
- Drive integration of digital tools, self-serve, and member journey enhancements into daily practice.
- Collaborates with teams across the Growth Division to ensure consistency and alignment with branch, and business objectives.
- Oversee capacity planning and FTE deployment to align with traffic patterns, Lifecyle needs, and complexity.
- Provide Leadership to branch team across foundational, milestone and advisory roles.
- Foster a culture of feedback, coaching, and development aligned with Beem values.
- Oversee hiring, onboarding and succession planning for all roles within branch.
- Ensure performance expectations are clearly communicated, measured, and supported with development plans.

Sales and Advice Execution

- Lead branch execution of goals-based advice across all branch-based member facing roles
- Ensure all teams are equipped to refer, collaborate, and close the loop across the member journey.
- Champion cross-role referrals and integrated service models that reduce silos and increase wallet share.
- Analyze sales and referral data, member feedback and opportunity indicators to drive results.
- Drive profitable and sustainable growth by leveraging advanced business acumen, applying strategic pricing frameworks,



and consistently balancing growth opportunities with disciplined risk-return decision-making.

Member Experience & Relationship Management

- Champion a member-first culture by modeling exceptional service and resolving escalated concerns.
- Serve as final escalation point for complex or sensitive member issues.
- Champion member continuity throughout member journey across applicable branch roles to deepen member engagement.
- Represent Beem’s brand, values, and service standards for both self and team within and beyond branch walls.
- Embed feedback loops from frontline teams, journey data, and member complaints to continuously improve service delivery.
- Adhere to internal controls, legal/regulatory standards and ethical sales practices.
- Lead the branch’s response to audits, compliance reviews, and operational incidents.
- Promote a robust culture of accountability, safety, and operational integrity through fiduciary responsibility.
- Community Engagement & Local Market Activation
- Act as the branch’s ambassador the local community.
- Identify and cultivate opportunities to expand Beem’s local presence and impact through partnerships and events.
- Tailor outreach and business development strategies to the needs of the branch’s member base.

What you’ll bring:

- 7-9 years related experience.
- Post-secondary business degree or diploma.
- Successful completion of Financial Planning I and CUIC 210 plus additional related courses.
- Prior supervisory and/or leadership experience is preferred.
- Equivalent combination of the above may be appropriate.

📌 Branch Manager (Chilliwack)
🏢 Beem Credit Union
📍 Chilliwack