Commercial Account Manager II

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager II in our Kelowna area. The Commercial Account Manager II supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their commercial credit needs and ensuring verification of secure documentation.

Through strong communication and sales leadership you will develop, pursue and pro-actively manage assigned accounts, referral opportunities and external business opportunities. You will collect and compile information and analyze various reports and trends. You will grant loans to finance commercial activity. Recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit union professionals.

Your experience will assist you in maintaining the credit quality of the portfolio through collections activity, including asset realization and/or legal situations as well as assisting in the training and mentoring of other team members. You will also perform other duties as assigned.

Education

  • Bachelor’s Degree or a diploma requiring 3-4 years of full time study or equivalent.

 Experience/Knowledge

  • 4-6 years of job related experience in the commercial lending field.
  • Working knowledge of the writing and adjudication of small business and commercial credit.
  • Incumbent must have his/her own vehicle and be willing to travel.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Team Lead, Business Reporting & Analytics

We measure success by the success of our members and the strength of our local communities. ​By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Team Lead, Business Reporting & Analytics to join the Finance Team in our head office located in the beautiful City of Kelowna, BC. This position can be remote for the right candidate.

About this opportunity…

The Business Reporting & Analytics Team Lead supports Interior Savings’ vision of sales & service excellence by enabling continuous improvement through data-driven reporting and business intelligence solutions that align with the corporate Balanced Scorecard. Under Finance, this position maintains a holistic view of the business with focus on high-level strategic priorities and business opportunities. This position works with all areas of the organization for the betterment of our members and the Credit Union.

In addition to your regular duties, as Team Lead you will possess strong leadership, communication, and interpersonal skills. You will foster a positive team environment and assist your supervisor/manager when developing performance standards. You will act as a mentor to other departmental staff and assist them when addressing complex staff, member and management complaints and inquiries. In consultation with your department manager, you will implement training and development programs for new and seasoned staff to ensure quality service and promote staff growth. Introduce new or revised procedures and implement training for staff, as required.

The role will require you to work with Business Intelligence Analysts and/or end-users from all areas of business to gather, analyze, and interpret reporting requirements into detailed design specifications.  You will collaborate with the data warehouse development team to design, develop, and enhance our enterprise data warehouse and conduct and review User Acceptance Testing (UAT) prior to development into the production environment.

You will work with all areas of business to develop, enhance, and automate ongoing reports and dashboards including regulatory and compliance reporting while transitioning reporting knowledge to support other members of the Reporting & Analytics team.  You will also be asked to provide ad hoc reports and data extracts as requested.

You will develop, test, and enhance statistical, machine learning, AI, and other BI solutions to discover new insights. You will also work with service partners as necessary and utilize internal and external data sources fully to better serve our members and improve our business operations.

You act as a liaison with the Business Intelligence Analysts and stakeholder to ensure effective change management practices are followed.  All this while promoting a high adoption rate of reports and business intelligence solutions and providing initial post-deployment support for end-users.

You will oversee and assist with the ongoing maintenance of our data warehouse, BI models, and business intelligence solutions and provide technical support to Analysts and Assistants and seek opportunities to continuously improve our reporting and business intelligence capabilities while ensuring department procedures are documented and updated. You will also perform all other duties as assigned.

What we are looking for….

Education

  • Bachelor’s degree in a related field of study, or a recognized accounting or finance designation. (CPA, CFA).

Experience/Knowledge

  • 4-6 years finance or data analytics experience with 3-5 years of specific job-related experience in the financial analysis/cost accounting fields.
  • 2-4 years of leadership experience is preferred

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Executive Administrator

Interior Savings is a locally based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Executive Administrator in our Kelowna Corporate Office. The Executive Administrator supports Interior Savings’ vision of sales & service excellence by providing a wide range of advanced level confidential support to the Executive team including scheduling appointments and developing written communications with minimal guidance.

With high attention to detail and accuracy you will be responsible for proofreading and/or editing management reports to ensure quality and adherence to standard format. You will also draft, consolidate, prepare, and distribute various Management Committee reports prior to meetings. You will prepare agendas, take minutes, and follow up on directives.

With professionalism, tact, and courtesy you file confidential regulatory information for the Credit Union within required timeframes. You develop and maintain strong relationships with the Management and the Executive team and provide executive assistance to members. You can work to tight deadlines and coordinate information from a variety of sources.

With the ability to multitask effectively, you assist with the coordination of corporate employee functions. You will also perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administrator program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Familiarity with the Financial Institutions Act and Credit Union policies, restrictions and approval of procedures relating to FICOM
  • Dictation/shorthand or other transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Senior Treasury Analyst

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Senior Treasury Analyst in Kelowna British Columbia.

The Senior Treasury Analyst supports Interior Savings’ vision of service leadership by performing and overseeing a variety of treasury duties, procedures and analysis relating to the Credit Union.

Through exceptional attention to detail and accuracy, you will prepare and maintain margin projections and budgets while monitoring and explaining variances in margin on a monthly basis. You will develop and validate the preparation of financial projections, budgets, stress testing and business case evaluations as they relate to treasury, ALM and interest rate functions.

You will possess outstanding analytical and mathematical skills that will serve you well when monitoring and reporting on key risk areas including liquidity, investments, capital and ALM. You will establish and maintain monthly reconciliation processes for treasury/liquidity management and foreign exchange management while providing analysis and support in the development of new deposit or lending products by advising on structuring and rates.

You will assist in the development and annual maintenance of treasury related Board policies as well as assist in the development and implementation of financial and operational policies that impact treasury, ALM and interest rate management. Using your keen attention to quality and detail, you ensure compliance with relevant policies and credit arrangements including ILP, ALM policy, Liquidity plans and Central 1 facility. You will also monitor cash levels and manage liquidity investment and borrowing requirements.

With strong organizational skills, you will maintain daily, weekly, and monthly reporting of current and projected future funding positions, assist in securitized loans funding process through collaboration with key stakeholders and maintain and complete credit facilities applications/renewals.

You will monitor, analyze and report on foreign exchange (FX) rates and currency, transact on member FX trades, provide FX rates for large dollar transactions and monitor daily FX transactions for material variance or error. You will also perform all other duties as assigned.

Education

  • Completion of a business degree or diploma with a specialization in Finance or Economics, CFA, or professional accounting designation

Experience/Knowledge

  • 3 years’ experience in treasury, preferably in the financial services industry
  • Strong knowledge of treasury management principles and practices
  • Strong knowledge of asset and liability management and liquidity concepts

 “For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Brand & Promotion Specialist – Subsidiaries

Interior Savings is a locally based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Brand & Promotions Specialist in our Marketing Department in Kelowna. The Brand & Promotions Specialist – Subsidiaries supports Interior Savings’ vision of sales & service excellence and digital transformation by helping develop effective advertising plans and promotions.  You will support Interior Savings’ brand awareness and revenue growth objectives while ensuring a great member experience.   Focus is on Insurance, Commercial, and Wealth growth initiatives as well as Credit Union smaller promotions including online and mobile banking initiatives.  The role is also key in the branding of facilities and new branches.

Through strong leadership and project management skills you assist in developing brand and marketing strategies and implement promotions supporting Interior Savings annual strategic objectives and Balanced Scorecard supporting subsidiaries.  The Brand & Promotions Specialist – Subsidiaries will help lead our corporate digital marketing strategies including SEO, SEM, paid and social media advertising, email marketing, conversion optimization and promotional landing pages.  A solid understanding of marketing analytics to measure results and growth are important skills for this position.  You will leverage this quantitative analysis with creative problem-solving skills to achieve promotional goals.  You will support:

Search Engine Optimization

  • SEO strategies to optimize search ranking including keyword strategies, online reviews, link building, etc.
  • Keyword research, expansion, and optimization – including website content, social media content, etc.

Search Engine Marketing and Online Advertising

  • SEM, paid and social media advertising strategies to optimize lead generation and growth.
  • Continuous team improvement and implementation of effective paid advertising channels.

Email Marketing and Automation

  • List segmentation to deliver targeted and relevant messaging for high member engagement and conversion rates.
  • Effective email templates, A|B testing, deploying based on results of experimentation.
  • Email automation to improve processes and member experience.

Website and Promotion Landing Pages

  • Optimization of landing page including A|B testing and experimentation to increase conversion rates and sales, as well as member experience.
  • Knowledge of user journeys and sales funnel as they apply to web and landing pages.

Marketing Analytics and Reporting

  • An analytical approach for targeting, tracking, reporting, optimizing, and experimenting to meet revenue goals.
  • High level monitoring of campaign results, as well as data analysis to draw conclusions and provide recommendations for advertising and promotions.

Subsidiary Growth Initiatives

  • Help develop, implement, and optimize our lead generation and subsidiary acquisition strategies to achieve revenue, and referral goals.
  • Keep abreast and educate the marketing team of latest digital marketing products, services, information, and trends.

Branding of Facilities and Branches

  • Oversee the branding of credit union branches as well as subsidiary location including exterior and interior signage, ATM decals and surrounding ATM lobby, in-branch branding, dynamic displays, etc. Manage inventories.
  • Oversee the planning and execution of member appreciation events and branch celebrations.

Education

  • Bachelor’s degree/diploma requiring 3-4 years of full-time study or equivalent, including marketing designations.

Experience/Knowledge

  • Minimum 1-3 years of job-related experience in the marketing, digital marketing, paid or organic advertising, or related field in advertising.
  • Demonstrated technical knowledge in all phases of consumer promotions, development, and execution.
  • Demonstrated experience with digital marketing including email marketing software, promotional landing page tools, digital and web advertising tools, SEO, SEM, online and social media advertising, etc.
  • Google AdWords, Facebook Ads Manager, MailChimp, Word Press experience preferred.
  • Demonstrated experience in marketing analytics and advertising conversion optimization. Google Analytics, Google Tag Manager and Google Search Console experience preferred.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Manager, Facilities & Procurement

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Manager, Facilities & Procurement in our Kelowna Corporate office. The Manager, Facilities & Procurement supports Interior Savings’ vision of sales & service excellence by effectively managing all corporate properties, premises, maintenance and equipment.

Through strong time-management and organizational skills, including the planning and managing of large and complex projects you will oversee the maintenance of Credit Union premises, as well as associated equipment and furnishings.

With personal strengths in negotiation, communication, initiative and project leadership you will negotiate and maintain leases for rented premises, negotiate and monitor all construction contracts for renovations and new premises, negotiate the purchase of new furnishings and equipment and negotiate and maintain contracts for services.

Your attention to detail and accuracy combined with your strong problem-solving and troubleshooting skills assists you to manage corporate compliance issues including Occupational Health & Safety issues related to physical structure and equipment. You will also prepare appropriate sections of, and adhere to, the annual capital and operational budgets. You may also be tasked with other duties, as required.

Education

  • Bachelor’s Degree, or Diploma requiring 3-4 years of full-time study in the buildings or facility management field.
  • Experience/Knowledge
    • 7-9 years of job-related experience, preferably in a financial sales & service environment.
    • Certified Facility Manager Designation an asset.
    • Comprehensive knowledge of leases and construction contracts.
    • Strong understanding of general building construction and design as it relates to branch operations.

Additional Requirements

  • This position requires the incumbent to travel throughout both regions therefore a reliable vehicle and valid driver’s license are requirements.
  • “For more information or to apply for this position please visit our website: www.interiorsavings.com”
  • We thank all applicants for their interest and will contact short-listed candidates only.

Business Intelligence Analyst

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, we have a great Full Time opportunity in Kelowna, British Columbia.

The Business Intelligence Analyst supports Interior Savings’ vision of sales & service excellence by enabling continuous improvement through data-driven reporting and business intelligence solutions that align with corporate Balanced Scorecard. Under Finance, this position maintains a holistic view of the business with focus on high-level strategic priorities and business opportunities. This position works with all areas of the organization for the betterment of our members and the Credit Union. Primary responsibility include, but are not limited to:

  • Development
    • Work with end-users from all areas of the business to gather, analyze, and interpret reporting requirements into detailed design specifications.
    • Collaborate with the data warehouse development team to design, develop, and enhance our enterprise data warehouse.
    • Conduct thorough User Acceptance Testing (UAT) in the development and quality assurance environments prior to deployment into the production environment.
  • Reporting
    • Work with all areas of business to develop, enhance, and automate ongoing reports and dashboards including regulatory and compliance reporting.
    • Transition reporting knowledge to support other members of the Reporting & Analytics team.
    • Provide level two support to end users by resolving complex issues.
    • Prepare ad hoc reports and data extracts as requested.
  • Business Intelligence
    • Develop, test, and enhance statistical, machine learning, AI and other BI solutions to discover new insights. Work with service partners as necessary.
    • Curiously investigate value-added opportunities and hypothesis.
    • Produce BI reports and dashboards that effectively communicate business insights to aid in data-driven and actionable outcomes.
    • Utilize internal and external data sources fully to better serve our members and improve our business operations.
  • Deployment
    • Work with stakeholders to deploy reports and business intelligence solutions to promote a high adoption rate.
    • Provide initial post-deployment support for end-users.
  • Maintenance and Support
    • Assist in the ongoing maintenance of our data warehouse, BI models, and business intelligence solutions.
    • Provide technical support to other Analysts and Assistants and provide level-2 support to end users.
    • Maintain a centralized repository of reports and business insights to continually improve by eliminating wastes and fostering incremental improvements and innovation.
    • Seek opportunities to continuously improve our reporting and business intelligence capabilities

Education

  • Bachelor’s degree in a related field of study, or a recognized accounting or finance designation. (CPA, CFA).

Experience/Knowledge

  • 4-6 years finance or data analytics experience with 3-5 years of specific job-related experience in the financial analysis/cost accounting fields.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

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