Senior Advisor, Business & Ag

New Community Credit Union in conjunction with Synergy Credit Union is seeking a full-time, permanent, Senior Advisor.

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

 

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of primarily commercial banking customers (members), with potential to expand ag banking customers. You uncover and understand member needs by asking the right questions and analyzing information to connect members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

 

A typical day may look like:

  • Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.
  • Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
  • Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
  • Mentoring and supporting team members for success.

 

You will be successful in this role if you:

  • Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services and promote them effortlessly.
  • Enjoy growing relationships through conversations with members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
  • Have strong time management and organizational skills with the ability to adapt and flex with changing climates.
  • Demonstrate the abilities to work well independently and in a team.
  • Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
  • Are passionate…..for your career, your members, our Credit Union, and our community.

 

We encourage you to apply as an equivalent combination of education or experience is also considered. Applicants with different levels of education and experience may be considered for developmental roles within our Credit Union.

 

Qualifications:

  • Related post-secondary education (e.g. Business Diploma) and 5 years of commercial lending experience are required. Equivalencies may be considered.
  • Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
  • A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.
  • Credit Union experience is considered an asset

 

What you should know:

This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed! You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.

What do we offer?

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

We offer:

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

 

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #226301 in the Subject Line. This position will be posted until a suitable candidate is hired.

 

More details:

  • Hours: 37.5 hours weekly.  Permanent full-time
  • Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

 

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

 

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

New Community & Synergy aspire to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Financing Specialist

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a self-motivated individual to come on board as a Financing Specialist in Saskatoon. We are also open to consider candidates in Prince Albert or Humboldt. You must be passionate about helping local businesses succeed and comfortable working both independently and as a part of the team. You will contribute as a key member of our team alongside business advisors by utilizing your strong business, financial and credit analysis skills to identify opportunities for enhanced solutions and providing recommendations that support our members financial well-being.

 How you’ll be spending your time

  • Providing high quality business and financial analysis to support the underwriting of member credit needs and annual reviews
  • Demonstrating responsible credit and risk analysis and assessment to provide strong credit recommendations
  • Collaborating with business advisors to identify opportunities to provide enhanced advice that supports and improves the financial well-being of our business members
  • Keeping up-to-date on industry trends

The way people describe you

  • Highly analytical with a proven track record in financial and credit/risk analysis
  • Attentive to detail, strong organizational and multi-tasking skills and ability to deliver on timelines
  • A collaborator who supports individuals, teams, projects and initiatives within our organization to help us build and grow member relationships
  • An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

  • 2+ years in a business lending role
  • Well-developed credit underwriting and risk assessment ability
  • Financial statement analysis including ratio analysis and cash flow
  • CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
  • Post-secondary education in Business, Finance, or Economics is an asset

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 4, 2022 so apply now! If you have questions about this position, please contact Heather Howland at heather.howland@conexus.ca.

Manager Advisory Services

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Manager Advisory Services. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Manager Advisory Services you will….

Lead a team of advisory specialists within the Business Solutions and Wealth Management business lines. You will be responsible for:

  • Applying your industry knowledge along with your technical skills, connections and expertise to identify opportunities to realize market growth and expansion.
  • Implementing advisory sales and business development strategies in line with organizational strategy and budget objectives.
  • Mentoring and guiding the advisors as they provide exceptional service to our business and wealth members making TCU the advice center of choice.
  • Working collaboratively with other retail areas to support a member-centric culture of making quality referrals and seeking opportunities to enhance overall profitability of TCU.

As the Manager Advisory Services you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a member-centric focus to sales, service, advice-giving and operational excellence.
  • An engaging communicator with the ability to build strong relationships which will support a collaborative culture while operating across business boundaries and realizing organizational success.
  • Capable of understanding and interpreting the changing financial landscape to enable the realization of the TCU strategic business priorities, including improved member experience, market expansion and sales growth.
  • A professional who understands and models the importance of building strong centers of influence to foster a network of business development.
  • Passionate about member education, fostering financial literacy and engaging members in a partnership to maximize their financial opportunities.
  • A change agent capable of identifying obstacles and working collaboratively to assist the team in overcoming these challenges.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8-10 years of Business Solutions and/or Wealth Management experience and 5 years of management experience combined with a Bachelor’s degree or Diploma in Business Administration or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, June 27, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Senior Credit Adjudicator

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Senior Credit Adjudicator. This position may work remotely within Saskatchewan or onsite at our Saskatoon or Regina location.

As the Senior Credit Adjudicator you will be….

Responsible for providing credit analysis and adjudication services, primarily for commercial (small and medium-size business) credit requests, in adherence to the credit management framework. You will participate in the management of the syndicated loan portfolio and contribute to the success of TCU through the management of credit risk.

As the Senior Credit Adjudicator you are ….

  • An accomplished, motivated professional with a thorough understanding of credit analysis and adjudication, particularly as it pertains to commercial lending.
  • A credible, knowledgeable specialist with strong inter-personal skills necessary to develop and maintain foundational relationships with TCU’s internal and external partners.
  • An adept negotiator, capable of protecting TCU’s interests and margins while maintaining positive relationships with our partners.
  • An analytical thinker, proficient in objectively analyzing data, research and financial statements to substantiate decisions.
  • A highly ethical decision maker, with the ability to remain objective and independent when making decisions.
  • A positive and driven self -starter, with clear determination to ensure both personal and departmental success.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 3-5 years of experience in the commercial lending field along with a post-secondary degree in Commerce or Business Administration and formal training related to general lending/commercial lending, this position may be for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, June 3, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Investment Advisor, Qtrade Advisor; Financial Planner, TCU Wealth Management

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future.  We now have a career opportunity for a Full Time Investment Advisor/Financial Planner.  This position may work within a flexible work environment (home and in office hybrid) and will be required to be onsite at our Saskatoon locations regularly.

As the Investment Advisor/Financial Planner you will….

Deliver full service brokerage and comprehensive financial and estate planning. This includes:

  • Building a book of business through the sale of all eligible investment products available.
  • Managing investment portfolios.
  • Providing analysis, advice, counseling and recommendations in all financial planning aspects.

As the Investment Advisor/Financial Planner you are ….

  • A highly motivated self-starter with an extensive knowledge of wealth management and financial products and services, financial planning concepts and current legislation.
  • A results oriented professional motivated by helping your clients achieve financial success.
  • A team player accustomed to working collaboratively with Business and Retail partners to provide solutions for your clients’ unique and complex financial situations.
  • A sales and service focused expert who thrives in a fast-paced, challenging environment and is inspired by achieving and exceeding both personal and team goals.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 4-6 years of related experience with a full service brokerage firm along with a Certified Financial Planner Designation or Personal Financial Planner Designation, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation (base salary plus variable pay), benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, May 30, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

 

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Brand and Communications Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Brand and Communications Manager. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Brand and Communications Manager you will….

Direct and work in collaboration with a small team responsible for:

  • Enabling internal and external brand positioning and communications focused on generating business for TCU in support of the direction supplied by Member Experience.
  • Providing initiatives to strengthen the TCU brand and visibly connect TCU to the communities we serve, including researching, recommending and managing appropriate social media platforms and developing internal staff as brand advocates.
  • Recommending and delivering on advertising and promotional programs while supporting business lines in creating customer engagement through the appropriate communication channels.
  • Community positioning marketing aligned to our strategic focus and to TCU living our credit union values.

As the Brand and Communications Manager you are ….

  • An emotionally intelligent manager with a clear understanding of the TCU operating arena and the context of its strategic positioning.
  • Creative in your approach to brand positioning and communications to support the business direction.
  • Committed to building strong working relationships with partners, internal and external stakeholders and instilling a collaborative and team oriented culture.
  • Passionate about mentoring staff and encouraging them to achieve results beyond the ordinary.
  • Flexible in your approach to overcome obstacles.
  • Able to anticipate and understand the impact of decisions on the organization and within the membership.
  • Capable of developing a cohesive team enjoying the challenges of their positions with a high level of trust and commitment to each other and the organization.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 5 years of brand and communications experience and 3 years of management experience combined with a Bachelor’s degree specializing in Marketing, Business or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, April 1, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

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