Branch Manager at Beem Credit Union

About Beem Credit Union 

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

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.

This role is based out of our beautiful West Kelowna Branch located in West Kelowna, BC.

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.
  
  
  

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.
  
  
  

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.
  
  
  

Your Total Rewards

At Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.

Compensation

Annual salary range: $92,000 - $120,000

Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.

Performance and recognition

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.

Health and wellness

We're invested in your well-being

• Extended health coverage, including mental health support
• Dental care that keeps you smiling
• Disability coverage for peace of mind
  
  
  

Time away: Rest isn’t extra—it’s essential

• Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.
  
  
  

Retirement and financial well-being

Your future self will thank you.

• Generous RRSP contributions
• In-house financial advice to help you plan ahead
• Flexible options to add your own contributions
  
  
  

Beem member perks

Little extras that make a big difference.

• Free banking accounts
• Special mortgage and lending rates
• Preferred financial perks
  
  
  

The bottom line

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• 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.
  
  
  

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.