Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities.  We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.

Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program.  And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

As a key contributor on the senior leadership team, share the responsibility for strategically guiding the overall performance of PenFinancial. Act as a key advisor to the CEO and senior team. Provide strategic leadership, create and oversee the retail operations strategy including retail and commercial delivery, wealth and contact centre department leadership. Contribute to establishment and direction of strategic priorities for the credit union while being responsible for delivery strategies to support the achievement of established measurements. Oversee the development and maintenance of a profitable, growing and diversified portfolio of retail and commercial loans, deposits, and auxiliary products. 

Differentiating Accountabilities:

• Share the responsibility for strategically guiding the overall performance of PenFinancial. Act as a key advisor to the CEO and senior team. 
• Responsible for leading the strategic direction and achieving sales, operational and financial goals for the retail and commercial delivery network, Wealth and Contact Centre Departments. Responsible for planning, organizing and directing all divisions of activities to achieve or exceed established goals, operational efficiencies, FTE, establishment of processes and corporate objectives, implementing best practices, maintaining excellent member and vendor relationships, internal team building, margin and revenue growth, risk management, internal and external audit and regulatory functions.
• Proactively coach to support the personal growth and development of direct reports and related teams and implementation of related training to support the achievement of goals and ensure efficiency and simplicity of processes; conduct meaningful performance discussions to enable self-awareness and reflection with documentation of regular coaching and performance discussions.
• Develop a highly engaged, diverse and capable team to execute departmental plans/strategies and build strong relationships with others/members.
• Support performance management processes and participate in the recruitment process. Apply management and communication practices that encourage change management, talent attraction and retention, skills development, employee engagement and diversity and that are consistent with PenFinancial’s values.
• Create, formulate and recommend branch models that support the strategic direction of the credit union.  Implement necessary changes to the organization to facilitate its growth, development and overall corporate strategy
• Collaborate with functional leaders to guide retail and commercial product development (including pricing and features), processes, conduct business intelligence, and implement to provide profitable and competitive service offerings in accordance with overall business objectives.
• Lead compliance, collection, recovery and internal control activities for all areas of responsibility. 

• Perform other assigned responsibilities.

• Bachelor’s Degree from an accredited four-year college or university in business administration, finance or related field required; advanced degree in banking or related field or Masters in Business Administration or related field is preferred.
• CFP/PFP is an asset.
• Minimum of ten (10) years job related experience in a leadership role at a credit union or financial institution, including 8 years managing financial products and services sales
• Strong financial and business acumen with proven success in collaboratively developing and overseeing the execution of corporate strategy.
• Thorough understanding of retail and commercial banking loan underwriting and deposit products and operations.

To learn more visit https://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.