Assistant Branch Manager - Kelowna Branch

Assistant Branch Manager - Kelowna Branch Job Category : Retail Branch (non SPP)

Requisition Number : ASSIS003459

Posted : August 6, 2026

Full-Time

On-site

Locations Showing 1 location

Kelowna Branch 101-678 Bernard Ave Kelowna, BC V1Y 6P3, CAN

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 over 200,000 members across 66 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.

Reporting to the Branch Manager, the

Assistant Branch Manager

supports leading the retail branch team to deliver exceptional, member-centric experiences aligned with Beem's People First, Digital First strategy. This role assists in achieving branch-level performance goals, operational excellence, member engagement, and compliance. Acting as a key partner to the Branch Manager, the

Assistant Branch Manager

helps ensure frontline teams are equipped to deliver advice-first service, drive digital adoption, and foster strong member relationships while driving business growth through a sales goals approach. Additionally, this role provides coaching and development support to team members, contributing to a collaborative and high-performing branch culture.

Whatyou'lldo:

Operational Support & Leadership

Assist in translating Growth's strategic objectives and alignment with branch goals into actionable plans and monitoring progress.

Support execution of sales, service, and digital engagement objectives.

Oversee day-to-day branch operations, including workflow coordination, risk controls, and audit readiness.

Ensure integration of digital tools and self-service options into member interactions.

Collaborate with internal teams to maintain alignment with branch and organizational objectives.

Help manage scheduling and resource allocation to meet member traffic and service needs.

Team Development

Provide guidance and coaching to advisors to strengthen advice-first engagement and operational consistency.

Support onboarding and training for new team members.

Reinforce performance expectations and assist in identifying development opportunities.

Foster a positive, collaborative team environment, including developing a high-performance team.

Member Experience and Sales & Advice Support

Drive branch execution of goals-based advice and referral strategies.

Encourage and strengthen cross-role collaboration to ensure seamless member experiences.

Monitor sales and referral activity and share insights with the Branch Manager to identify opportunities.

Model exceptional service and assist in resolving escalated member concerns.

Support continuity of member relationships across branch roles.

Promote feedback loops to improve service delivery and member satisfaction.

Ensure adherence to internal controls, regulatory standards, and ethical sales practices.

Lead and assist in preparing for audits and compliance reviews.

Promote a culture of accountability and operational integrity.

Community Engagement

Support local market activation initiatives and community outreach efforts.

Help identify opportunities to strengthen Beem's presence in the local market.

Post-secondary education in Business Administration, Finance, or a related field is preferred.

Minimum 3-5 years of progressive experience in retail banking, financial services, or a member/customer-focused environment.

Minimum 1-2 years of leadership or supervisory experience.

Proven track record in sales and service delivery, with strong knowledge of advice-based financial solutions.

Familiarity with digital banking tools and strategies to drive adoption and enhance member experience.

Strong understanding of regulatory requirements and ethical sales practices.

Demonstrated ability to lead through change and foster a collaborative, high-performance culture.

Equivalent combination of education and experience will be considered.

Total Rewards:

Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

Compensation: The salary range for this position is $ 77,400 - $83,000, 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

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

B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.

O wn It: You are ready to take charge, drive change, and deliver outstanding results.

L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.

D riven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

Visit us atwww.beemcreditunion.ca to learn more about whatit'slike to work for Beem Credit Union! Wesincerely thankall 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 allqualifiedcandidates to apply. We are committed to a fair andequitablehiring 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.

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