24 Oct
|
Firstontario Credit Union
|
Canada
24 Oct
Firstontario Credit Union
Canada
Why FirstOntario?
Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program
Job Overview The Director of Community Banking Group and Emerging Brands, is a growth-focused front-line role within a close, collaborative team. This role is responsible for deepening relationships with not-for-profit members and prospective members attached to emerging brands, supporting their banking needs, as well as providing guidance in areas such as volunteerism, governance, and sponsorship, and increasing proactive revenue-generating activity across these communities. The role is to become the ambassador to support FirstOntario as the credit union for community banking.
Role Sales and Service
Develop, and manage a portfolio of personal, business, and NFP member relationships by identifying needs early, deepening engagement, and increasing share of wallet across deposits, lending, wealth, and payments to achieve assigned sales targets
Drive membership growth through proactive outreach, across all our communities, disciplined follow-up, strong onboarding conversion, and consistent opportunity management.
Lead advice-based conversations that uncover immediate and future financial needs, positioning suitable solutions that support member goals while contributing to new account openings, deposit, lending, and non-margin income growth
Identify more complex credit and wealth opportunities and coordinate high-quality referrals to internal partners, including Wealth and Business Banking, with clear context and follow-through
Apply strong knowledge of personal and business banking products to expand product penetration, improve solutioning, and support members with required financial banking needs, volunteerism, governance and sponsorship.
Build long-term relationships through regular proactive contact, structured follow-up, and clear relationship ownership that improves retention, reduces handoffs, and creates a consistent member experience
Working with the Community Impact team, this role will work closely with the Director or Community Impact to facilitate volunteerism, Financial literacy support, sponsorship, and relationship building.
Support growth initiatives tied to NFP and emerging brands service model by balancing advice, acquisition, relationship deepening, and specialized member engagement within that sector.
Strategic Growth & Portfolio Management
Help set and manage sales-target gap plans - regularly identify gaps between actual performance and assigned sales/growth targets across the NFP and emerging-brands portfolio, and build and track actionable plans to close them.
Evaluate and adjust campaign/program performance - analyze the results of community and emerging-brands campaigns and programs on an ongoing basis, and recommend or make adjustments to improve market share, member acquisition, and retention.
Identify portfolio/product gaps and recommend solutions - proactively flag product or service gaps for NFP and emerging-brand members and bring forward recommendations to enhance FirstOntario's offering for this sector.
Build outreach strategies with the branch network - develop and implement strategies that engage the branch network and local communities to raise awareness of the NFP/emerging-brands program and generate recent business opportunities.
Track and report measurable business-development outcomes - maintain consistent financial reporting and performance metrics that demonstrate engagement and contribution (e.g., deposit growth, new relationships, pipeline activity), and use this reporting to inform strategy.
When required represent FirstOntario at industry trade shows - participate in industry trade shows - including evening and weekend events - to network, build relationships, and attract new NFP and emerging-brands business.
Financial Guidance & Credit Support
Provide advice-led guidance aligned to members' needs and goals by identifying suitable products and services that support growth, deepen relationships, and increase product penetration
Support personal credit requests, including loans, lines of credit, and mortgage solutions, while proactively identifying opportunities to advance lending conversations and improve conversion outcomes
Understand the importance of wealth management as required for this sector
Support any RFP work that is required by this sector.
📌 Director, Community Banking Group (Canada)
🏢 Firstontario Credit Union
📍 Canada