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Branch Manager - Mt. Lehman Financial Branch

Beem Credit Union

Abbotsford, BC On-site Full-time

Posted 2026-05-24

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Job Description

ABOUT BEEM CREDIT UNION

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 over 200,000 members across 66 branches with $18 billion in assets under administration.

ROLE OVERVIEW

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.

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

TEAM ENABLEMENT & PEOPLE LEADERSHIP

•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

RISK MANAGEMENT & COMPLIANCE

•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 strong 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

QUALIFICATIONS

•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

TOTAL REWARDS

•Compensation: Annual salary range of $92,000 to $120,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
•Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
•Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
•Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
•Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

BEEM VALUES

•Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity
•Own It: You are ready to take charge, drive change, and deliver outstanding results
•Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation
•Driven by Curiosity: You are eager to explore, learn, and shape the future

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