Marketing Coordinator

Marketing Coordinator

Are you looking for a career that offers endless creativity and makes a difference in the community?  Look no further!  Churchbridge Credit Union is expanding our team, and we want someone who is innovative, has great communication and presentation skills, and who can be organized and adaptable to changing situations.  At Churchbridge Credit Union it is about more than conducting a banking transaction, it’s about creating a personalized experience for each member and supporting and growing our communities.

Churchbridge Credit Union is currently seeking to fill the position of Marketing Coordinator.  Reporting to the VP of Deposit & Support Services the coordinator will need to be available to work the occasional evening and weekend and perform the below responsibilities:

  • Develop and implement marketing and communication campaigns appropriate for all forms of media to support the business strategy of the credit union
  • Develop and organize events and meetings for public and informational purposes
  • Gather, research, and prepare communications material for internal and external audiences
  • Create and publish marketing content and materials
  • Monitor and manage content on our website and social media accounts
  • Coordinate and evaluate requests for sponsorships, donations, and credit union involvement
  • Order promotional materials and supplies
  • Compile, manage, and analyze marketing information and strategic objectives to assist in the development of annual marketing plans

Qualifications:

  • Minimum of 2 years of marketing coordination or similar role
  • Knowledge of traditional and digital marketing, content marketing, and social media marketing
  • Be creative and experienced in identifying target audiences and devising campaigns that engage, inform, and motivate
  • Have working knowledge of various programs and applications to assist in the development of marketing material
  • A bachelor’s degree in Marketing, Adverting or Communication would be considered an asset

What you get in Return:

  • A competitive salary plus performance-based incentive pay
  • Matching pension plan program
  • Comprehensive group benefits package
  • Flexible work arrangements
  • Opportunities for career growth
  • Enhanced learning and development
  • Rewards and recognition program
  • Meaningful work that makes a real difference in our communities and members’ lives

Our organization:

Churchbridge Credit Union is a rural based, community focused Credit Union that serves over 3000 members has assets over $210 million and more than 30 employees.  Churchbridge Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for career minded individuals to grow.  Our organization has branches in Churchbridge and Langenburg, while also serving many surrounding communities.

 

If this opportunity piques your interest, you may be the new team member we have been looking for!

Please submit your resume, by February 17, 2023 to:

 

Churchbridge Credit Union

ATTN:  Connie Olm, VP of Deposit & Support Services

Box 260

Churchbridge SK S0A 0M0

colm@churchbridgecu.ca

Accounting Coordinator

Purpose of Position:

This position is primarily focused on providing support and service to internal clients, ensuring the effective and efficient co-ordination of information. The Accounting Coordinator will work towards the achievement of Churchbridge Credit Union goals and objectives by providing high quality accounting and administrative support, under supervision of the CEO. This position performs a variety of moderately complex accounting functions as well as lending support and administrative aid to credit union personnel.

Currently this position will complete the Accounting Assistant duties 50% of the time and will cover for the Accounting Assistant during absences.  The remaining time in the position will be spent on more complex accounting functions.  The goal of the candidate in this position will be to advance their skills and education in order to assume the balance of complex accounting duties that are currently outsourced.

The Accounting Coordinator will be responsible for ensuring activities are in compliance with all sound business practices, legislation, regulations, by-laws, policies, and procedures.

 Key Responsibility Areas:

Accounting Support Services

  • Conduct all day-to-day accounting functions and tasks for the credit union.
  • Maintain, monitor, and reconcile various general ledger (GL) and holding accounts; prepare and process required accounting entries and month-end adjusting entries as required.
  • Work with staff to resolve any issues or errors; work to develop procedures to ensure errors are infrequent and work processes are improved.
  • Working practical knowledge of reporting systems such as DRVA, CORS, FAS and C-view.
  • Gather and present information to the Asset-Liability Committee (ALCO) and follow through on ALCO committee investment instructions.
  • Be the “point of contact” for our third-party finance department.
  • Process interest rate changes as directed by the CEO.
  • Support the day-to-day cash management and forecasting.
  • Provide back-up support in managing and monitoring investments and borrowings.
  • Assist in preparation and production of support documents and files for month-end and year-end financial statements and regulatory reports.
  • Assist in identifying any areas of financial concern for the credit union.
  • Ensure the safekeeping of records to meet the requirements of outside regulatory bodies. Ensure that a systematic process is in place for their retention and disposal.
  • Assist in the management of the relationship and acts as liaison between the credit union and its external auditors and regulators when required.
  • Input and administration of exchange rates.
  • Prepare and maintain government remittances/filings, accounts payable, and other similar transaction.

Administration Support Services

  • Adhere to all security standards as they relate to the position including specified combinations.
  • Provide overall administrative support services to the credit union.
  • Administer the Records Management Framework regarding the retention and destruction of records across all branches.
  • Review administration, department and position procedures and guides as required.

Service Excellence

  • Participate in the Pelmetta TEAM and Heart of Coaching programs by utilizing the skills and knowledge from these programs in your everyday duties to provide excellent internal and external member service.
  • Maintain a general understanding of credit union products and services and relevant policies and legislation by regularly reviewing literature and attending informational meetings.
  • Differentiate between credit union and competitors’ products and services
  • Appropriately promote the credit union and its products and services during off hours.
  • Provide support in the tracking of targets or marketing efforts.

Department, Branch, and Credit Union Support

  • Work effectively with fellow employees, share ideas and information and support the development of peers and credit union objectives.
  • Actively participate in department, branch, and credit union meetings.
  • Work to meet the strategic objectives as established annually by the Credit Union Board of Directors.
  • Complete all Annual Compliance and other assigned training and comply with all regulatory requirements including Market Code, Anti-Money Laundering (AML), Privacy, and Code of Conduct.
  • Provide backup support, training, and assistance in problem solving to team members as required.
  • Continual improvement of self and team by utilizing TEAM, Heart of Coaching, and the Winning Way.

Decision Making and Freedom to Act

Under general supervision, guided by established standards and procedures, the work is varied and occasionally complex.  Normal decision making is required with the use of some judgement amongst a wide variety of guidelines.

 Qualifications:

Skills:

  • Strong computer literacy including effective working skills of Microsoft Word and Excel
  • Strong written and interpersonal communication skills dealing with a variety of team members.
  • Willingness to learn and continually build their technical and professional knowledge
  • Goal orientated
  • Strong analytical, problem solving, organizational and time management skills.
  • Attention to detail
  • Ability to learn quickly
  • Work independently
  • Organization

Experience:

  • Successfully obtained an Accounting Diploma from a recognized business program with the desire to achieve a Bachelor’s Degree in Commerce with a major in Accounting.
  • Minimum 2 years of accounting related experience
  • Working knowledge of trial balances, general ledger (GL) databases, financial statements close processes and accounting matters
  • Understanding of payroll, bookkeeping and record keeping practices
  • Advanced Excel knowledge.

Training Requirements:

  • CUIC 201 – The Credit Unions: Different by Design
  • CUIC 185 – Products & Services
  • Heart of Coaching
  • Sales and Service Program course
  • Continuing education to complete Bachelor’s Degree in Commerce with a major in Accounting. Assistance with cost of education to be discussed.

Note:  this job profile is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet on-going needs of the organization.

 

To apply for this position please send your resume by November 30, 2021, to the attention of:

Ryan Tebbutt, CEO

Churchbridge Credit Union, Churchbridge Branch

Box 260, Churchbridge, SK S0A 0M0

rtebbutt@churchbridgecu.ca

 

Only individuals who have been selected for interviews will be contacted.

Wealth Advisor

Wealth Advisor
Location: Churchbridge and Langenburg
Posting Date: April 16, 2021
Closing Date: April 30, 2021
Website: www.churchbridgecu.ca
Career Level: Experienced (non-manager)
Employment type: Full time

Churchbridge Credit Union is currently seeking an experienced Wealth Advisor to join our team. This permanent full time position will be based out of both of our branch locations in Churchbridge and Langenburg.

The Churchbridge Credit Union is a full service, two branch institution that serves the communities of Churchbridge, Langenburg, MacNutt, Bredenbury and surrounding areas. We are based in an agriculture and potash mining area that is situated close to the Manitoba border in central Saskatchewan.

We pride ourselves on giving back to our members through our member profit sharing program and our communities through our volunteerism and our Community Investment Program. We have 3300 members and non-members with an asset base of $232.6 million, which includes a $34.4 million mutual fund portfolio as of February 28, 2021.

Reporting to the Deposit & Support Services Manager, the Wealth Advisor supports the credit union’s business strategy through the provision of a full range of deposit and investment services to a portfolio of higher net worth members ($100,000 plus) with comprehensive investment and financial planning needs. This position identifies member investments and financial planning needs and goals and works with members to develop wealth management plans and related strategies. They will manage an assigned portfolio of accounts in compliance with applicable regulations, policies, and procedures.

In addition to being an integral part of the wealth department, the Wealth Advisor will also support the wealth and deposit team by providing support, advice, and coaching on investment products and services. This role will proactively seek business development opportunities with current and potential members for wealth management and credit union subsidiary products and services.

Churchbridge Credit Union partners with AVISO Wealth, a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

Qualifications
This position requires:
• College, Trade, or Tech School Diploma (2 years) in a related discipline;
• Active Mutual Funds license including labour sponsored funds, in good standing;
• Minimum 3 years’ experience in an investment/financial planning (including deposit products)
and advisory position managing a portfolio of higher net worth individuals on an MFDA or IIROC
environment, with demonstrated ability to gather assets;
• Solid administration, sales support, team support/coaching and organization skills;
• Thorough understanding of financial products and services;
• Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness
to obtain within 2 years;
• Sales-orientated background with a strong understanding of the sales process and business
development;
• Demonstrated ability to communicate both verbally and in writing with a wide variety of people.
Churchbridge Credit Union offers employees a competitive compensation package, employee benefits,
and a matched superannuation plan. We foster an environment of personal growth and development
and promote coaching and continuous learning.

To apply, please submit an electronic copy of your cover letter and resume on or before April 30, 2021:
Connie Olm
Deposit & Support Services Manager
Churchbridge Credit Union
connie.olm@churchbridgecu.ca

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

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