Salmon Arm – Page 4 – Credit Union Careers

Financial Planner

This is a great opportunity to join and established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner demonstrates the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services..

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Set and meet sales, growth, and professional development targets.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance products.
Provision of ongoing client service, financial plan review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Support branch initiatives to build membership base, attract new business and have a positive impact on the community.
Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

A post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalent). Additional industry designations or specializations are an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Senior Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Salmon Arm community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Senior Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Senior Branch Manager coaches sales leaders and senior branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

What you’ll do:

Lead and develop sales team to meet or exceed individual and team sales and activity targets, identify gaps to targets in a timely manner, and implement action plans to close gaps.
Ensure effective use of marketing campaigns to support achieving annual financial targets.
Champion the partnership between internal divisions, including SASCU Wealth, SASCU Insurance, and Commercial.
Determine the business development strategy for the branch and effectively implement it within the team.
Ensure SASCU service standards are lived by the Downtown team and model their delivery; champion service standards and coach for consistency of those behaviours and experiences.
Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
Supported by the Director, Banking, make staffing decisions (hiring, promotion, and corrective action) and support decisions made by the Manager, Member Experience and Manager, Financial Services to leverage the talents of the branch team.
Build employee engagement within the branch team, develop plans, and take action to identify any gaps.
Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.

What you’ll bring:

A business administration degree or diploma.
At least 7 years of financial industry experience including at least 5 years at the leadership level.
Results orientation in both sales and service.
Solid experience in consumer lending and investments.
Registered as a mutual funds representative or willing to be licensed within a three-month period.
An aptitude for business development and relationship building.
Excellent communication and interpersonal skills.
Access to transportation and willingness to travel within the SASCU community.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Broker Specialist

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

The Broker Specialist is responsible for providing a high level of support to the broker channel at SASCU by thoroughly reviewing, analyzing, and effectively processing mortgage applications received from the broker community. This role is responsible for the proactive management of broker relationships, building business relationships, providing exceptional ongoing service, optimizing this area of service delivery.

What you’ll do:

Identify and pursue opportunities for profitable growth of the broker channel by developing and proactively managing broker relationships.
Review and analyze mortgage applications and makes clear recommendations for higher approval authority that align with guidelines, policies, and practices.
Establish and maintain broker program service level agreements and act as contact point for broker questions or inquiries.
Prepare commitment letters and ensure subjects are met.
Ensure all necessary documentation is prepared and collected with due diligence while reviewing third party documentation and following up with brokers as necessary.
Work collaboratively and be accessible for consultation, advice, and support for internal staff.
Perform administrative processes for the broker channel to ensure efficiency, service, and quality control is met.
Attend meetings with brokers, lawyers, notaries, and appraisers to showcase SASCU as a partner for their clients.
Uncover opportunities for referral to other business lines including retail, Commercial, Wealth, and Insurance.
Keep current on business information as it pertains to the position and the delivery of informed service and advice to members.

What you’ll bring:

Two years of post-secondary education or equivalent and 4 – 6 years in the financial services industry with a strong focus on residential mortgage lending.
Previous exposure to the mortgage broker industry and broker generated mortgages.
Advanced knowledge of residential mortgages and CMHC products and policies.
Advanced skills in the Microsoft Office suite of products, particularly Excel and Word.
Demonstrated ability to provide a high level of service to branch staff, brokers, lawyers, appraisers, etc. in order to achieve business results.
Ability to handle heavy volumes as they arise while maintaining a high level of accuracy.
High level of ownership, accountability, and initiative.
A commitment to continuous learning and professional development.
Ability to build healthy relationships at all levels within SASCU.

This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, we want to hear from you! To apply, please email a résumé and cover letter to us at hr@sascu.com.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Branch Manager, Insurance

This is a great opportunity to lead a growing and enthusiastic team!

Create your future at SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Branch Manager, Insurance you will provide leadership to the Insurance team, including Autoplan, Personal Lines, and Commercial Lines employees, leading them to achieve objectives, ensure operational efficiency, and deliver excellent service to customers. The Branch Manager, Insurance achieves customer and employee engagement targets. This position also provides service to customers to fulfill their insurance needs as required and manages a small book of customers, with particular focus on personal accounts.

The successful candidate will be accountable to:

Manage the overall operation of the insurance branch. and supervise the day-to-day activities of Insurance team, including ICBC, Personal Lines and Commercial Lines employees.
Schedule staff and assignment of work, maintains accurate records for time and attendance, and manage time off requests and scheduling conflicts.
Take ownership of customer concerns and resolve or support staff in correcting complex and/or difficult service situations.
Obtain new business through acquisition of new customers or selling enhancements to existing customer coverages; ensure existing business is maintained.
In conjunction with the Director, Wealth and Insurance, initiate and execute marketing activities to build the insurance subsidiary portfolio and achieve growth targets.
Coach direct reports on branch objectives/ goals and ensure teamwork to achieve the desired results.
Build and support relationships with internal partners (such as Wealth, Commercial, Retail) to achieve business goals and support the growth strategy.
In conjunction with the Director, Wealth and Insurance, establish positive and productive relationships with external stakeholders in the insurance industry, across trade associations, in government and regulatory bodies and within the broader community to ensure successful operations of agency.
Ensure strong and open channels of communication and collaboration within the subsidiary and across SASCU departments.
Is responsible for staffing (hiring and promotions) for the insurance branch and makes recommendations to the Director, Wealth and Insurance on performance improvement actions.

The ideal candidate will possess the following skills and experience:

Two years post-secondary education, plus 5 years’ insurance experience, including 2 years at a management level (providing staff supervision and overseeing the operations of an insurance branch). An equivalent combination of education and experience will also be considered.
Level 3 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation.
Eligibility to act as Nominee.
Must have a comprehensive understanding of all lines of insurance products, wordings, exclusions, errors & omissions, and be familiar with risk management techniques.
Manages complexity, multiple tasks, and priorities for maximum personal and organizational success.
Acts decisively and displays confidence in decision making, suggesting solutions consistent with credit union values, goals, and strategic direction.
Excellent verbal and written communication skills.
Leadership ability, including the ability to coach and develop others.
The ability to foster an atmosphere of trust and camaraderie.
Time management skills, including ability to effectively prioritize and delegate.
Commitment to continuous learning and self-development.

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturday’s as needed for the division. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Contact Centre Advisor

A view of SASCU's Uptown building, which includes its Contact Centre. — A view of SASCU’s Uptown building, which includes its Contact Centre.

This is a great opportunity to join a growing and enthusiastic team!

As a Contact Centre Advisor, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey. This position requires a high level of interpersonal skills to engage members and provide service delivery through contact channels.

What you’ll do:

Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit card application, and associated insurance products).
Interview loan applicants, analyze their finances, and make recommendations.
Service and manage estate accounts within an assigned portfolio.
Partner with other SASCU department specialists to provide comprehensive advice to the member.
Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
Provide support to Contact Centre Specialists as required.

What you’ll bring:

One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
Excellent interpersonal skills, including written and telephone communication.
Strong problem-solving and analytical ability.
Proficiency with technology including Microsoft Office and Customer Relationship Management software.
Commitment to continuous learning and self-development.

This position is full-time, working five days per week within the business hours of SASCU’s Contact Centre. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Vice President, Strategy and Innovation

The Organization: Salmon Arm Savings and Credit Union Financial Group

With operations in the Southern Interior of BC, Salmon Arm Savings and Credit Union (“SASCU”) is a forward looking, community hearted financial organization driven to provide world class products and services. With five established locations, including wealth management and insurance subsidiaries, SASCU is continuing to grow in size, offerings, and quality and continues to be the number one financial institution of choice for businesses and residents in the Shuswap region.

To learn more, please visit SASCU’s website.

The Opportunity: Vice President, Strategy and Innovation

As a member of the Executive Leadership Team (“ELT”), the Vice President, Strategy and Innovation (“VP”) provides leadership, direction, and oversight to the development and implementation of SASCU’s strategy. The VP is accountable to identify and integrate the work required to achieve the credit union’s strategic principles and vision. This position is responsible for both monitoring the strategic direction of the organization as well as leading key enterprise-wide projects that will fulfill that direction, particularly in the areas of digitalization and innovation. This role provides direction and leadership to SASCU’s Continuous Improvement, Lean Transformation, and Risk and Procedures functions through coaching and development, oversight, and monitoring the effectiveness of all related strategies, programs, and activities. The role is accountable to ensure the credit union is using analytics and process efficiencies to achieve its vision, strategic principles, and related key performance indicators including, increasing member attraction and retention, and enhancing profitability.

The ideal candidate will possess the following qualifications and experience:

Post-secondary degree or designation in a business-related field (MBA preferred) or equivalent experience and several progressive years at the senior management level as a proven leader demonstrating the ability to work across complex business environments to achieve strategic outcomes.
Knowledge and experience in strategy implementation, particularly in the areas of technology enablement, digital transformation, and process improvement.
Skilled in project and portfolio management methodologies with demonstrated success at achieving results and keeping initiatives on track in a complex environment.
Exceptional leadership, critical thinking, coaching, mentoring, motivating, and communication skills; a strong champion for change with the ability to prioritize alternative solutions, drive results, and influence colleagues in a cross-functional environment.
Strategically minded with record of execution excellence and the ability to excel as both a team leader and individual contributor.

The complete opportunity profile can be viewed: Here

Contact: Robin Noftall or Greg Longster
Leaders International Executive Search
#880 – 609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com