Windsor – Credit Union Careers

Vice President, Retail Service

WFCU Credit Union continues its strategic growth plan and is now moving beyond the borders of Southwestern Ontario resulting in an exciting and immediate new career opportunity for the role of:

VICE PRESIDENT, RETAIL SERVICE

The Vice President, Retail Service engages and collaborates with the VP team to actively contribute to the dynamic leadership that drives the credit union’s successful performance. Responsibilities include contributing to the development and implementation of the strategic plan and translating it to departmental objectives. This position plays a pivotal role in driving retail, wealth & insurance sales as well as management growth and the ongoing development of employees.

In summary, the Vice President, Retail Service:

Directs the development and execution of the business development strategy and plans that will drive sales, increase revenue, expand markets, and accomplish the credit union’s financial objectives.
Builds and manages our high performing retail sales team including retail locations, broker relationships, call center and wealth management.
Fosters a culture of sales and service excellence; coaching staff members as required to meet the needs of our members while achieving the credit union goals.
Defines clear expectations and performance metrics for the sales team. Monitor sales performance against targets and implement corrective actions as needed.
Supports our culture of accountability, ensuring staff members meet and exceed sales goals while complying with our risk management practices.
Understands the needs and overall business position of the credit union’s impact on business development. Adapting plans and strategies as required to meet the credit union’s goals.
Researches and analyzes the business environment, competitors, and current/potential members to develop ideas for new products and services, pricing, and business models.
Develops a wide network of contacts to keep informed about current and future sector and market activities.
Fosters relationships with key stakeholders and partners to develop business opportunities.
Builds a strong pipeline of talent; identifying development opportunities, working with internal resources on career development plans to ensure succession planning.
Works with the senior leadership team to develop and implement annual sales goals and plans; performance criteria; reward and recognition programs and compensation plans.
Provides input on marketing campaigns and product innovation to align with our members’ changing needs.
Develops and continuously improve procedures and processes to deliver a high internal and external member experience.
Actively supports business development and community investment opportunities, mentoring staff as required, including our representation at events across our regions of operation.
Ensures adherence to all policies, procedures, and guidelines to protect the credit union and our members.
Works collaboratively with internal partners to provide seamless solutions across all channels for our members.
Assists in managing member issues within prescribed guidelines.

The “must-have” skills and qualifications that we’re looking for are:

Minimum post-secondary education in finance or business.
Demonstrated progression into roles with increasing responsibility within the financial services industry, with a minimum of 10 years experience in a managerial position.
A solid knowledge of financial products and services.
Excellent interpersonal and communication skills.
Demonstrated success in business development, with a focus on driving revenue growth.
Strong leadership skills, with the ability to motivate and inspire a team towards achieving goals.
Ability to analyze market data and trends to inform strategic decision-making.
CFP and experience in life insurance and related products is an asset.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Suzanne Leonard
Associate Vice President, Human Resources – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you’ll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to “hire the best, treat them well, and see them stay” is a point of pride and a key factor in our employees’ success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
A bank of up to 10 annual personal days, as well as 13+ paid holidays.
A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It’s an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union has been recognized as a leading, progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth largest credit union in Ontario, and twenty first largest credit union in Canada.

WFCU Credit Union operates nine retail locations across Windsor-Essex, one in Chatham, one in London, and three in the Waterloo Region through ECU – A Division of WFCU Credit Union. WFCU also operates the digital entity, Omnia Direct. Through its variety of service channels including online and mobile banking, live telephone banking, and ATM services, WFCU Credit Union and its divisions have become the financial institutions of choice for more than 73,000 members across Ontario.

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support our continued the growth.

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting. You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis. In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

In summary, the Director, Finance will:

Provide ongoing coaching and mentoring to the Finance and Accounting team to maintain a strong, motivated team.
Promote a strong team culture of inclusivity, collaboration and continuous improvement.
Lead by example showing interest and energy to “roll up your sleeves” to get the job done.
Performing month end duties such as account review, variance analysis and statement preparation.
Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making for all divisions.
Ensuring successful completion of all divisions tax filings.
Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
Supporting the budget and forecasting processes with both preparation and oversight.
Monitoring financial and regulatory metrics and reporting trends and status to executive management.
Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
Assisting in the preparation of the annual consolidated financial statements and note disclosures.
Planning, organizing and coordinating the year-end close process with both internal and external audits.
Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified as a Chartered Professional Accountant with a minimum of six to ten years of progressive experience in an accounting/finance role in a financial institution with a minimum of three years in a management capacity.
Analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Suzanne Leonard
Associate Vice President, Human Resources – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

Working at WFCU Credit Union

An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
A bank of up to 10 annual personal days, as well as 13+ paid holidays.
A voluntary RRSP matching program at 5% of an employee’s annual salary.

It’s an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

Director of Treasury

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

DIRECTOR, TREASURY

As the Director, Treasury, you will play a key role by focusing on the planning and management of currencies, interest rate, and foreign exchange exposures. You will work with the treasury & finance team and stakeholders to ensure cash management, balance sheet, and profitability metrics are being optimized. In addition, the Director will manage market-based trades for hedging interest rate risk, manage credit union investments and liquidity portfolios, and oversee liquidity and margin enhancement strategies.

In summary, the Director, Treasury will:

Oversee the Asset Liability Management (ALM) and Financial Planning and Analysis (FP&A) functions within Treasury, making proactive recommendations for departmental improvement.
Review and submit monthly reports and analysis for submission to the Asset Liability Committee (ALCO).
Direct and oversee the Credit Union’s securitization strategy and other sources of funding as applicable.
Oversee the analysis and forecasting of interest margin, interest rate risk, and liquidity risk by working with analysts and colleagues to distill key price and growth assumptions.
Prepare in-depth analysis and reporting for executive management with regards to liquidity metrics performance vs forecast.
Develop the annual budget for interest margin and a monthly liquidity forecast reporting on position and ratios.
Collaborate effectively with colleagues and executive management to ensure ALM metrics and profitability targets are being met.
Remain abreast of regulations applicable to the Credit Union and Treasury department
Accurately prepare short- and long-range forecasts of the balance sheet, considering concepts and strategies discussed at senior management committees.
Execute market-based trades for hedging interest rate risk including bond forwards and interest rate swaps.
Regularly review and update structural, liquidity, and market risk management policies and procedures as they relate to cash and investment management.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified with a related professional designation (CFA, CPA, CA) with a minimum of five years of experience in finance within a treasury role.
Strong analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.
The ability to thrive in an environment that requires a high degree of multi-tasking and strong time management skills.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees. It’s an exciting time to join our team. To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!