Nanaimo – Credit Union Careers

President and Chief Executive Officer

THE ORGANIZATION: COASTAL COMMUNITY CREDIT UNION
Providing services for over 70 years, Coastal Community Credit Union (CCCU) is the largest Vancouver Island-based financial services cooperative and among the 24 largest credit unions in Canada when measured by asset size. With $3.3 billion in balance sheet assets plus $1.0 billion in wealth assets under management, CCCU operates a network of 24 full-service locations and one centralized contact centre with extended service hours. CCCU provides personal, business and commercial banking services, complemented by its wholly-owned subsidiary Coastal Community Financial Management Inc., which provides wealth management services through its Coastal Community Private Wealth Group division, and its 50% equity interest in an organization that that owns two subsidiaries offering personal and commercial insurance solutions. The Coastal Community family of companies serves Vancouver Island and the Gulf Islands, from Victoria to Port Hardy offering a full range of services in retail banking, regional business services, insurance, wealth management, trust and estates.

Since 1946, the satisfaction and happiness of their members and clients have been paramount. “That’s why we’ve grown to be the largest financial services organization based on Vancouver Island, the Gulf Islands, and Discovery Islands.” They’re passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities. They offer caring and helpful service integrated across their business lines to meet their member’s financial and protection needs. CCCU is committed to helping build healthier communities through a variety donations, sponsorships, scholarships, and fundraising efforts.

Vision:
CCCU will be leaders in building relationships that improve financial health, enrich people’s lives, and build healthier communities.

Purpose:
Member/Client Experience
CCCU will be the leaders in building strong relationships, by being more helpful and caring, and improving financial health.

Employee Experience
CCCU will be the leaders in creating an environment where they say great things, do great things, and where they want to stay.

Community Experience
CCCU will be the leaders in making a visible and meaningful difference in building healthier communities. Their communities are their home.

Values:
Accountability, Cooperation, Excellence, Innovation, Integrity, Responsiveness, Social Responsibility.

With a progressive, collaborative, and empowered employment culture, CCCU is proud to be a certified Great Place to Work® and on the Best Workplaces in British Columbia list for several years.

To learn more, please visit Coastal Community Credit Union’s website.

THE OPPORTUNITY: PRESIDENT AND CHIEF EXECUTIVE OFFICER
Reporting to the Board of Directors, the President and Chief Executive Officer (CEO) is based at CCCU’s head office in Nanaimo and will provide strategic leadership and operational direction to the Credit Union and its related subsidiaries. The CCCU Board of Directors is seeking a passionate leader who will inspire the organization and lead it through any potential economic challenges on the horizon.

More specifically, the CEO will ensure that:

The organization’s strategic plan aligns with our mission, vision, and values;
Strategic goals and objectives are implemented;
Relationships with key stakeholders are built and maintained;
Strategic linkages and partnerships are developed and maintained; and
That performance measurements, management controls and critical success factors are developed for business discipline.

Key Accountabilities
Board Relations:

Provide regular updates to the Board on operational and financial performance of the credit union and its subsidiaries;
Inform the Board of activities which may significantly affect the organization, and refer promptly to the Chair any matters which may require Board action;
Prepare and present strategic positions to the Board for approval; and
Consult with the relevant committees on any potential or planned changes to the composition of the Management Executive personnel for CCCU or the subsidiary organizations.

Communications:

Communicate, clarify, and interpret the organization’s vision, mission, values, and success factors with all constituencies including the Board, executive management, staff, members, and the community;
Serve as an ambassador for the organization and promote the organization within and outside the region through a corporate social responsibility strategy.

Corporate Culture:

Create a corporate culture that positively influences employees, members, and clients through the consistent behavioral application of our corporate values.

Enterprise Risk Management (ERM):

Ensure the principles of good governance and sound business practices that apply to operational risk are implemented and monitored;
Provide the Board with appropriate reports that will enable the Board to ensure the Credit Union has ongoing and effective risk management processes and whether the Credit Union is in control;
Provide the Board with timely, relevant, and accurate reports on the management of significant risks.

Financial Management:

Ensure the integrity and viability of the organization’s finances, annual budgets, and financial audits;
Ensure systems and processes are implemented to comply with regulations governing the industry and all statutory requirements for reporting and meeting capital and liquidity requirements are met and action is immediately taken to correct any non-conforming situations.

Operations:

Execute, lead, and monitor the organization’s operating plan and budget to implement the strategic objectives and support the strategic plans of the organization;
Establish and implement systems to monitor organizational performance against goals and objectives and ensure performance is continuously reviewed for improvement.

Human Resources:

Proactively engage in succession planning by developing processes and arrangements for the Board to follow in the event of unplanned or planned vacancies for the CEO and Executive Management positions;
Promote a culture of employee development to encourage career progression within the credit union with a view to having internal candidates for all leadership positions;
Assess the performance of all direct reports on an annual basis;
Working with the board-established compensation philosophy to ensure compensation plans are competitive and motivating;
Develop and maintain an effective organizational structure;
Develop, maintain, and monitor standards of business conduct and ethical behaviour for senior management and other personnel;
Lead in the ongoing development of a positive operating culture throughout the organization that promotes innovation and unsurpassed member/ client service.

Professional Development:

Remain aware of evolving practices in Canadian credit union system to ensure that CCCU stays competitive within the industry;
Engage in professional development activities that broadens business knowledge or enhances management skills.

Competencies and Personal Characteristics
Communicates Effectively: Consistently, and in a timely manner, prepares and presents strategic positions to the Board for engagement and approval; collaboratively develops communication processes, clarifies the direction and empowers direct reports to systematically disseminate information to employees and members in a timely manner.
Lead Self and Lead Effectively: Demonstrates effective situational leadership; consistently leads in the ongoing development of a positive learning culture throughout the organization that promotes learning, innovation and focuses on member/client service; seeks feedback from all levels.
Support Others to be Leaders: Strong advocate for development of senior executive team and all levels of leadership; provides visible growth opportunities to other; promotes through words and actions, investment and attention; proactively develops future leaders and leadership capacity at all levels. Removes barriers to open doors for employees both internally and externally.
Know our Business, Recognize Opportunities: Invests for long-term growth while seeking ways to consistently pay “dividends”; uses judgment to take advantage of opportunities.
Make a Meaningful Difference in our Communities: Defines what’s meaningful and focuses on those priorities; gets involved in the most beneficial events; establishes an effective presence; gets team involved in community; uses experiences and values to strategically and beneficially affect communities; ensures funding decisions are aligned to the strategic goals; fosters appropriate decision-making at the local level.
Continuously Learn and Share Knowledge: Establishes systems to support ongoing learning at an organizational level and encourages a commitment towards ongoing learning in others; personally models continuous learning; is open to, and accepts, feedback, adjusting behaviour when appropriate; demonstrates adaptability and resilience both internally and externally; shares newly acquired knowledge with others as appropriate.
Build Helpful Relationships: Develops strong productive relationships with members and community stakeholders to broaden economic impact and influence beyond the reach of the credit union itself; is personally sought out within credit union system, professional organizations, geographic location and within CCCU’s business communities.
Build Teams and Manage Conflict: Supports and encourages staff to learn positively from successes and mistakes; aware of own judgments and biases; addresses the underlying causes of conflict rather than dealing only with the symptoms; proactively takes accountability for team performance and takes ownership for mistakes; recognizes need for improvement and takes corrective action.
Think Creatively and Strategically to Develop Solutions: Recognizes and rewards critical thinking to identify risks and mitigation strategies; decisions are made with rigorous evidence-based processes; consistently demonstrates agile thinking; asks “what if?” questions and looks at big picture; brainstorms pre/during/post decisions.
Fosters a culture of innovation while limiting risk to the organization: Cultivates innovation while managing risk and rewarding creativity “Encourages acceptance of failures creating culture of learning”.
Collaboration: Seeks out and develops opportunities to collaborate with other credit unions, cooperatives and other organizations in a way that advances the interests of CCCU and the broader cooperative movement.
Cooperation and Networking: Is approachable and comfortable when representing Coastal; works across organizations sharing information, leveraging others’ ideas and suggestions, coordinating and bringing resources together, and finding common ground to get the best outcomes that will benefit members and communities; selects beneficial networking events to attend and identifies ways to participate for optimum Coastal Community exposure.

COMPENSATION:
Coastal Community Credit Union has adopted a compensation policy of paying its CEO a salary that is roughly the average salary of CEOs of similar sized credit unions. As a result, a competitive compensation package will be provided including an attractive base salary in a range above $400,000, a variable compensation plan, and excellent benefits. Further details will be discussed in a personal interview.

To apply, please visit our website.

FOR MORE INFORMATION, PLEASE CONTACT:
Nick Lay or Greg Longster
LEADERS INTERNATIONAL EXECUTIVE SEARCH
#880—609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com

Senior Manager, Operations, Compliance & Fraud

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an exciting opportunity to share on our Operations team. We are looking for a Senior Manager, Operations, Compliance & Fraud to oversee and lead our operations and compliance teams. If you are a professional with experience in operations, anti-money laundering, fraud, compliance and associated regulatory reporting, we want to hear from you!

What’s the role?

Reporting to the VP, Operations, our Compliance & Privacy Officer, you will step into a pivotal role as the Senior Manager, Operations, Compliance & Fraud.

Your responsibilities will include:

Leadership: You will be at the forefront of our operations department, providing strategic direction and vision.
Mentorship: As a leader, you will coach and support our dedicated assistant management team and staff, nurturing their growth and success.
Compliance Champion: You will play a vital role in ensuring our compliance with Anti Money Laundering (AML), FATCA, and Common Reporting Standards (CRS) legislation. Your expertise will guide us in staying ahead of regulatory requirements.
Fraud & Risk Mitigation: Protecting our organization is a top priority. You will be responsible for monitoring and mitigating all fraud-related activities, ensuring our financial security.
Influence: Your insights will be crucial in preparing and reporting information to our Risk Oversight Committee and Board of Directors, making you an integral part of our decision-making process.
AML Expert: As our Chief Anti-Money Laundering Officer, you will be a key figure in upholding AML regulatory requirements for Coastal Community Credit Union and Coastal Community Wealth Management Inc.

Your duties will also include:

Creating the annual operating plan, budget, and business volume targets for the centralized operations department in accordance with the corporate standards.
Ensuring that productivity and efficiency standards benchmarked by industry are met.
Collaborating with technology teams, external vendors, and other stakeholders to execute initiatives.
Actively leading and/or participating in corporate projects, providing operational, compliance and strategic leadership and guidance on the delivery of services.
Responsible for providing quarterly reporting on all fraud activity.
Preparing and coordinating audits, both internally and externally, and responding to findings.
Ensuring that all policies and procedures are adhered to by the organization to ensure legislative requirements are met.
Regularly reviewing AML, FATCA, and CRS policies and processes, ensuring conjunction with legislative revisions

What are we looking for?

Bachelor’s degree requiring 3-4 years of full-time study or related combination of education and progressive experience in a financial institution is essential.
Certification/Designation from an accredited Anti-Money Laundering program.

Ideally, you are a flexible, collaborative team player with:

Minimum 10 years of experience working within the financial industry.
Minimum 7 years supervisory experience.
Advanced proficiency with Microsoft Office products, including Word, Excel, PowerPoint, and Access.
Advanced proficiency with the DNA Banking System.
Proven experience in providing detailed and accurate information to third parties.
Previous experience working on/leading large projects.
Previous experience conducting research and preparing reports.
Previous experience working with auditors.
Knowledge of how to gather, clarify and apply information transmitted in various formats.
Advanced understanding of branch operations, products and services.
Advanced understanding of PCMLTFA, FATCA and CRS legislation.
Advanced understanding of fraud, fraud mitigation and loss prevention and related systems.
Advance skills in legislation interpretation into policy

What we offer you:

Competitive salary
A comprehensive benefits package, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

At Coastal Community, we believe in working hard and having fun while doing it! Join our team and experience a workplace where fun and productivity go hand in hand. With a generous compensation package and a commitment to work/life balance, we’re invested in your long-term career satisfaction. Join us, and you’ll quickly discover why so many people choose to build their careers right here with us!

Position Type: Permanent, Full-time

Assistant Manager, Central Operations (Compliance)

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking and Assistant Manager, Central Operations, so if you’re passionate about improving people’s financial health and have experience with anti-money laundering and fraud mitigation we’d like to hear from you.

What’s the role?

The Assistant Manager, Central Operations (Compliance) is primarily responsible for supervising functions related to anti-money laundering and fraud mitigation, and services provided to branch operations with regards to/not limited to clearing administration, loans administration, document administration. As Assistant Manager, Central Operations you have the ability to interpret and apply legislative changes, provide guidance around regulatory requirements, and develop policies/procedures to achieve regulatory compliance and mitigate fraud loss. In addition to this, you are accountable for the overall leadership, supervision, coaching, and continuous development of team members. You work with focus to provide support and information to the department and branch employees. This position will report to both the Manager, Central Operations and the Senior Manager, Operations, Compliance & Fraud

Your duties will include:

Ensure that the anti-money laundering and anti-fraud/fraud mitigation functions are reviewed on a regular basis and approved changes are implemented accordingly.
Provides input to the Manager, Central Operations and/or Senior Manager, Operations, Compliance & Fraud to ensure that an annual plan, budget and business volume targets are established for Central Operations.
Design continuous improvement processes and conducts regular evaluations and follow-up with Central Operations and branch staff to determine the effectiveness of services programs delivered.
Monitor activities to promote efficient servicing of branch and operational requirements.
Monitor the completion of processing, reconciling and settlement functions as related to operations.
Supervise the interpretation and application of legislative changes to ensure that all parties abide by the legislation.
Ensure that information is accurately reported to FINTRAC in regards to Large Cash Transaction and Electronic Funds Transfers.
Accountable for the overall findings and escalation resulting from Suspicious Transaction Reports, Politically Exposed Foreign Person processes, Fraud Incident reports, AML processes relating to CCFMI, and memberships with CRA or RCMP Production Orders and reclassification.
Provide guidance to the branches and departments with operational procedures to meet regulatory requirements and reduce losses.
Provide guidance to the branches and departments with operational procedures to increase efficiencies.
Review applicable processes and policies on an ongoing basis to determine efficiencies and bring forward recommendations
Provides effective leadership by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
Accountable for the overall leadership, supervision, coaching, and development of the area employees.
Assists with the development and engagement of an employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

Bachelor’s Degree or Diploma requiring 3-4 years of full-time study or have an equivalent combination of education and experience.
A minimum of six (6) years progressive financial experience or an equivalent combination of education and experience.
AML Designation/Certification from The Canadian Anti-Money Laundering Institute (CAMLI) or equivalent AML institute.
Educational/work experience background in risk management, fraud investigation and anti-money laundering.
Solid understanding of service levels, branch operations, products and services.

Ideally, you are a flexible, collaborative team player with:

Extensive experience in FINTRAC Reporting requirements.
Proven experience in providing detailed and accurate information to third parties.
Extensive experience in risk management, fraud investigation and anti-money laundering.
Advanced research skills and advanced strategic and creative thinking skills.
Advanced proficiency with Microsoft Office products, including Word and Excel.
Advanced understanding of audit procedures.
Solid knowledge and experience of fraud activities and loss prevention.
Have a demonstrated ability to coach and motivate a team of representatives.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Account Representative 5 – Union (Retail Lending)

Together, Let’s Do Great Things!

Improving financial health, enriching lives, and building healthier communities. These are at the core of who we are and what we do at Coastal Community Credit Union. We are looking for an Account Representative (Retail Lender), with at least five years of financial services experience and a vision of improving people’s financial health. The Account Representative will have advanced knowledge of retail lending to support the Nanaimo region. If your strength is building relationships and providing expert personalized service to help people reach their financial goals, we want to hear from you.

What’s the role?

As an Account Representative, you will thrive in a relationship-based sales environment that rewards your successes. You will use your great communication skills to understand our members and clients’ needs and share your knowledge of products and services to help them achieve their financial goals. You will also have a proven track record of recognizing sales opportunities and achieving defined targets.

Drawing on our full line of products and services, as well as our experts from our other business lines, you’ll offer individualized comprehensive solutions to suit unique situations. As a primary business developer, you’ll take an active role in maintaining, attracting, and expanding members’ relationships with Coastal Community. We want high quality interactions with our members and clients, and we’ll give you the education and support to enhance your retail lending skills.

What will you do?

Your goal will be to improve the financial health of Coastal Community’s members by building relationships. On a typical day, you may help people with mortgages, lines of credit, personal lending solutions, credit cards, banking transactions, and investments (including registered products). You will also identify opportunities for referrals to our other business lines to meet the member’s full financial needs.

What are we looking for?

An efficient collaborative team player ready for a challenge
A minimum of 5 years of financial services experience with a minimum of 2 years lending exposure or an equivalent combination of post-secondary education and experience;
Solid experience with personal lending and deposits;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
An interest in pursuing internal and external business development opportunities
Proven track record of achieving defined sales and service goals and targets.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us!

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Operations Service Representative 2, Estate Assistant

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Operations Service Representative 2, Estate Assistant, so if you’re passionate about building and maintaining relationships with our members to improve their financial health while supporting the Estate Coordinators and branches, we’d like to hear from you!

What’s the role?

As a Operation Service Representative 2, Estate Assistant you are responsible for providing support to the Estate Coordinators and branches to process estate related transactions. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is the responsibility of the Operation Service Representative 2, Estate Assistant to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the Credit Union. As an Operation Service Representative 2, Estate Assistant you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

Set up new estate files and reviews for completeness and accuracy; notifies the Estate Coordinator or Assistant Manager regarding irregularities.
Receives, sorts, and files Estate department mail and documents.
Acts as resource for all branches and handles routine inquiries relating to estate and trust products and related services such as Power of Attorney and committee accounts.
Answer and responds to telephone and email inquiries.
Responds to clearing inquiries relating to preauthorized transactions in Estate accounts.
Assist Estate Coordinators in ensuring branch staff adheres to internal policies and checklists relating to estate/trust administration and funds disbursal.
Identifies time sensitive issues and reviews with Estate Coordinator.
Completes the Dormant Estate Account Report and other Estate related reports.
Fosters relationship building through excellent service and product knowledge.
Performs other duties and back up services as required.

What are we looking for?

Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
Successful completion of CUIC 185 and/or CUIC 200.
Successful completion of the MSR II course and exam.
Solid working knowledge of all Coastal Community products and services.
Solid working knowledge of the banking system.
Solid working knowledge of credit union and Central 1 policies relating to estates, trust and related services.
Actively pursuing the CUIC Fellowship Designation and/or other related education.
Familiarity with Coastal Community’s policies and procedures around estate administration.
Above average MSR/OSR skills.
Demonstrated leadership skills.
Excellent written and verbal communication skills.
Estate and Trust Administration Level 1 course is an asset

Ideally, you are a flexible, collaborative team player with:

Proficient with the Windows suite of programs.
Ability to utilize sound judgement in developing recommendations.
Ability to multitask while providing quality service.
Ability to complete projects and work within time constraints in a high paced environment.

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Assistant Manager, Central Operations

Together, Let’s Do Great Things!

What’s the role?

The Assistant Manager, Central Operations is primarily responsible for supervising functions related to anti-money laundering and fraud mitigation, and services provided to branch operations with regards to/not limited to clearing administration, loans administration, document administration. As Assistant Manager, Central Operations you have the ability to interpret and apply legislative changes, provide guidance around regulatory requirements, and develop policies/procedures to achieve regulatory compliance and mitigate fraud loss. In addition to this, you are accountable for the overall leadership, supervision, coaching, and continuous development of team members. You work with focus to provide support and information to the department and branch employees.

Your duties will include:

Ensure that the anti-money laundering and anti-fraud/fraud mitigation functions are reviewed on a regular basis and approved changes are implemented accordingly.
Design continuous improvement processes and conducts regular evaluations and follow-up with Central Operations and branch staff to determine the effectiveness of services programs delivered.
Monitor activities to promote efficient servicing of branch and operational requirements.
Monitor the completion of processing, reconciling and settlement functions as related to operations.
Supervise the interpretation and application of legislative changes to ensure that all parties abide by the legislation.
Ensure that information is accurately reported to FINTRAC in regards to Large Cash Transaction and Electronic Funds Transfers.
Accountable for the overall findings and escalation resulting from Suspicious Transaction Reports, Politically Exposed Foreign Person processes, Fraud Incident reports, AML processes relating to CCFMI, and memberships with CRA or RCMP Production Orders and reclassification.
Provide guidance to the branches and departments with operational procedures to meet regulatory requirements and reduce losses.
Provide guidance to the branches and departments with operational procedures to increase efficiencies.
Review applicable processes and policies on an ongoing basis to determine efficiencies and bring forward recommendations
Provides effective leadership by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
Accountable for the overall leadership, supervision, coaching, and development of the area employees.
Assists with the development and engagement of an employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

Bachelor’s Degree or Diploma requiring 3-4 years of full-time study or have an equivalent combination of education and experience.
A minimum of six (6) years progressive financial experience or an equivalent combination of education and experience.
AML Certification from The Canadian Anti-Money Laundering Institute (CAMLI)
Educational/work experience background in risk management, fraud investigation and anti-money laundering.
Solid understanding of service levels, branch operations, products and services.

Ideally, you are a flexible, collaborative team player with:

Extensive experience in FINTRAC Reporting requirements.
Proven experience in providing detailed and accurate information to third parties.
Extensive experience in risk management, fraud investigation and anti-money laundering.
Advanced research skills and advanced strategic and creative thinking skills.
Advanced proficiency with Microsoft Office products, including Word and Excel.
Advanced understanding of audit procedures.
Solid knowledge and experience of fraud activities and loss prevention.
Have a demonstrated ability to coach and motivate a team of representatives.

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Manager, Private Wealth Group

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a Manager, Private Wealth Group to lead our Financial Consultant and Private Wealth Advisory team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you!

What’s the role?

As Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant and Private Wealth Advisory team, supporting functions to cultivate opportunities and increase business portfolios. A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for Wealth Advisory Team members. You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships. Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources. As Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Eight (8) or more years’ experience in the financial services industry.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Actively hold the Certified Financial Planner (CFP) designation.
Hold an IIROC license as a Registered Representative in the Province of BC.

Ideally, you are a flexible, collaborative team player with:

Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Ability to work with a wide variety of business partners to achieve success within the marketplace.
Experience with emerging communications and technology. (web-based meetings, social media, and mobile applications)

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A superior benefits package including vision, dental, and extended healthcare
Generous employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Member Service Representative 2 – RC – Union

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Member Service Representative 2 in our Relationship Centre who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average call centre! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
Performing other related duties as required.

What are we looking for?

1–3 years financial experience or an equivalent combination of education and experience
The incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further education
Enrolled in and/or completed a recognized public speaking course
Successfully completed the Level II exam
Completed or actively working on all required annual courses.
A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required
Previous call centre experience an asset.

Ideally, you are a flexible, collaborative team player with:

Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

Associate Vice President, Finance – Remote

Together, Let’s Do Great Things!

Are you a leader in the Financial Industry looking for an exciting opportunity? Are you looking to work for a British Columbia based award-winning organization? We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you.

We are seeking an Associate Vice President (AVP), Finance to lead our Finance team. If you are passionate about leadership, accounting, strategic finance operations and audit management, we want to hear from you! This opportunity has remote options and candidates from across British Columbia are welcomed!

What’s the role?

As the AVP, Finance, you have comprehensive accounting experience and are responsible to direct all aspects of accounting operations, including overseeing all transactions related to general ledger, receivables, payables, payroll and subsidiary accounting. You are responsible to make decisions based on sound financial principles, ethical standards and acceptable accounting and auditing principles. Furthermore, as the AVP, Finance you ensure timely and accurate monthly and year-to-date financial statements and year ended audit reports.

What are we looking for?

CPA professional accounting designation
Experience in accounting, auditing, budgeting, financial planning, payroll, treasury management, financial analysis or other financial activities as required

Ideally, you are a flexible, collaborative team player with:

Minimum of six (6) years of directly related experience.
Minimum two (2) years’ experience working in public practice.
Minimum three (3) years’ supervisory experience.
Working knowledge of FMS (Financial Management System) programs.
Working knowledge of Acumatica (Financial Accounting System) program.
Working knowledge of Excel, Caseware, Word, Access and Outlook.
Expert knowledge expert regarding the development, review, and implementation of accounting policies and processes in areas of financial management to ensure compliance with GAAP, IFRS and any accounting changes.
Expert knowledge for all statutory reports with the BC Financial Services Authority (BCFSA), including the Capital Adequacy reporting.
Expert knowledge of accounting and reporting techniques, including costing and charge back mechanisms.
Working knowledge of the Credit Union’s financial reporting systems and processes.
Proven experience with Regulatory Filings would be considered an asset.
Knowledge of treasury, including swap, derivatives and hedge accounting.
Knowledge of enterprise risk management and its process.
Knowledge of payroll accounting, functions and regulatory requirements

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.