Senior/Intermediate Loan Administrator and Accounting Clerk

 

 

Senior/Intermediate Loan Administrator and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This role will be appointed as Loan Administration and Accounting Clerk, or Senior Loan Administration and Accounting Clerk based on qualifications and experience of the candidate.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Senior Accountant with liaison with Supervisor Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Retail Loan Administration involves back-office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

The Senior Loan Administration and Accounting Clerk will coach and provide guidance to Loan Administration and Accounting Clerks and new hires.

As the ideal candidate you will have relevant tertiary education, experience with Microsoft Dynamics NAV or Business Central, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

Treasury Analyst

Williams Lake and District Credit Union

Williams Lake, BC

 

Treasury Analyst

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Treasury Analyst to work out of the Williams Lake Branch.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services, you will have four to six years’ experience in administration ideally in a Credit Union or Banking environment.

 

You will provide prompt, professional, courteous and accurate services to internal and external members performing, overseeing and reporting on a variety of treasury and finance duties, procedures and analysis relating to the Credit Union; executing day-to-day cash forecasting processes; and making investments and maintaining financial processes and reporting.

 

As the ideal candidate you have completed a business degree or diploma with a specialization in Finance or Economics, CFA, or a professional accounting designation. One year experience in treasury, preferably in the financial services industry; knowledge of both treasury management principles and practices; asset and liability management and liquidity concepts will be a recommendation.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, July 22, 2022 to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

 

Human Resources Manager

Williams Lake and District Credit Union

Williams Lake, BC

 

Human Resources Manager

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, people and service-focused leader to maintain and develop the Human Resources Function.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

This is a hands-on mid to senior generalist role and the successful applicant will be appointed at an appropriate level based on experience. The position will report to the CEO at the senior level and a Senior Administration Manager at the mid-level.

The position is available due to an approaching retirement, and we would like to make an appointment in August 2022 to allow an overlap for handover of responsibilities early in 2023.

 

Responsibilities include:

 

  • Manage the credit union human resource systems and programs
  • provide advice and counsel to managers on various provincial and federal regulations, corporate policies and procedures, compensation, benefits, training and development, and employment
  • deliver, enhance a strategically aligned total human resource program including recruitment, performance management, coaching, employee development, succession planning, staff recognition and involvement, learning and development, career planning and compensation and benefits systems that support the organization’s strategic direction
  • administer the credit union benefits plans and deal with external suppliers
  • administer and develop human resource policies and procedures
  • Work with payroll in administration of compensation and benefits
  • designated the credit union’s Privacy Officer

 

Job description https://www.wldcu.com/media/1891/managerhr.pdf

 

As the ideal candidate a post-secondary qualification in Human Resources Management or Administration is required with 7-9 years’ experience as a generalist more recently in a mid to senior role. A CPHR designation and achievement of related designations through cuSource, CUIC, or other industry related education sources is recommended.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by, July 8, 2022, to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

 

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

 

For more information on Williams Lake and District Credit Union, please visit our website at

www.wldcu.coop.

Supervisor Centralized Services

Williams Lake and District Credit Union

Williams Lake, BC

 

Supervisor Centralized Services

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, people and service-focused leader to work in concert with the manager supervising the team and taking responsibility for projects.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services as a hands-on member of the team with regular tasks and responsibilities you will supervise the team and take on a leadership role in all projects sponsored by the Manager.

 

The Centralized Services Department provides a variety of administrative support to our retail branches and our membership, including (but not limited to) loan administration and online banking support.

 

As the ideal candidate a High School Diploma is required with post-secondary education in Finance and/or Administration desired. Achievement of related designations through cuSource, CUIC, or other industry related education sources is preferred. possess excellent communication skills and have a commitment to delivering outstanding service.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by, April 8, 2022, to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

 

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

 

For more information on Williams Lake and District Credit Union, please visit our website at

www.wldcu.coop.

Senior Accountant

Williams Lake and District Credit Union

Williams Lake, BC

 

Senior Accountant

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Senior Accountant to work out of our Williams Lake Branch.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services you will possess proven interpersonal and communication skills and the ability to work as part of the Administration department while serving our internal and external members.

 

A track record of taking a project from inception to completion is clearly an asset. You will ideally have a strong background in financial services and will be responsible for:

  • the bi-weekly payroll, preparation of financial statements and daily reports, provincial and regulatory reporting (GST / PST remittances);
  • assist in the preparation of  year-end financial statements and auditing functions;
  • maintain and develop reporting; and
  • administer compliance and privacy processes.

 

Experience working with the Fiserv DNA banking system and Microsoft Dynamics Business Central will be a definite recommendation for the position.

As the ideal candidate you will have relevant tertiary education, possess excellent communication skills and have a commitment to delivering outstanding service.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by, July 21, 2021, to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

 

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

 

For more information on Williams Lake and District Credit Union, please visit our website at

www.wldcu.coop.

Loan Administration and Accounting Clerk

Loan Administration and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This is an 18-month contract position that may lead to full-time employment following completion of the contract.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Manager of Accounting and Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Commercial and Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Commercial and Retail Loan Administration involves back office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and Clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

As the ideal candidate you will have relevant tertiary education, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, March 19, 2021 to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

Investment Specialist

Investment Specialist

Williams Lake Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, member-focused Investment Specialist to work out of the Williams Lake Branch.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three hour drive residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever can’t be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Manager of Financial Planning internally and the Provincial Branch Manager of the Wealth Management Business partner externally, the ideal candidate will have at least three years’ experience as an advisory representative at a Canadian Financial Institution providing clients or members with investment and retirement planning products and solutions.

As the ideal candidate you will possess excellent communication skills, have a commitment to delivering outstanding service, hold a mutual fund license or be IIROC licensed and hold the RIS (Responsible Investment Specialist) designation.

If you are not currently licensed, you must be willing and able to acquire the necessary licensing within 3 months of hire date and it is expected that you will acquire a professional financial planning designation within 36 months of license date.

Investment Specialists are expected to work towards acquiring the Personal Financial Planning Designation (PFP) or the Certified Financial Planning Designation (CFP).

Please ensure that the Job description is reviewed in its entirety prior to any expression of interest.

Investment Specialist Job Description

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, March 31, 2021 to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

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