Charla Johnstone

Branch Manager @Valley First

Kamloops, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Branch Manager @Valley First

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Kamloops, BC, CA

Promoting the Credit Union within the community; developing and enhancing long-term member relationships; profit and expense controls; promoting the Credit Union culture within their branch. Oversee and participate in the operations, sales management, financial and growth performance of the branch.

EDUCATION

2012 — 2012

IFSE Institute

Branch Managers' Examination Course

2018 — 2018

Responsible Investment Association

Responsible Investment Specialist Designation

N/A

Credit Union Knowledge Network - CuSource

Finance, General

2009 — 2009

IFSE Institute

Canadian Investment Funds Course

2017 — 2019

The Canadian Institute of Financial Planning

Currenlty working towards CFP Designation

SKILLS

InvestmentsWealth ManagementLoansFinancial ServicesRetail BankingCoachingCreditSmall Business LendingFinanceBankingMutual FundsCredit AnalysisConsumer LendingMortgage LendingLeadership

ABOUT CHARLA JOHNSTONE

I have been in the banking industry for 21 years. I have spent time in all area\'s of the business including Retail Lending, Business Lending, Learning & Development, Wealth Management and Management. I am on a pursuit to finish the CFP Program through FP Canada.

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Charla Johnstone — Branch Manager at Valley First in Kamloops, BC, CA | Unifers