Alberta – Credit Union Careers

Manager, Transformation Office

Open to any location in Canada
Innovation Credit Union – Find Branch(innovationcu.ca) or the ability to work from your home office

Apply by April 8

Annual Salary: $99,210 – $136,414

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

The Manager, Transformation Office will focus on the implementation and ongoing evolution of our organizational transformation from a Project Management Office to a Transformation Office. A transformation office focuses on driving actions and business outcomes. This role will implement Agile Enterprise project management, which includes portfolio kanban’s and value realization. You will coach your team to ensure we do not miss the details – and have the team create and coach measurable value.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Develop project listing to implement organization-wide processes so that we are adaptively planning and allocating resources across the organization to deliver on our strategy.
Lead the delivery of major projects that involve overseeing sub-projects and/or multiple delivery components leveraging tools such as Microsoft Projects and AzureDevOps to paint the picture of resources and project execution on the go.
Support service delivery by building and fostering strategic and collaborative relationships with stakeholders and a diverse range of senior leaders to support the organization in meeting its mandate.
Champion Innovation’s project management, change management, and agile disciplines/methodologies and provide the processes, structures, and tools for these disciplines.
Provide supervision, coaching and mentorship to allow PMO team members to achieve their full potential including on-time delivery of our business plan. Model.coach.care as a leader with your team and cross-functionally with the organization.

Some things that would impress us:

Formal education/certification in Lean Six Sigma, Continuous Improvement and Project Management methodologies with a preference for a background in SaFe implementation.
Experience transforming an organization’s discipline in execution, including understanding the risks associated with a transformation of a business model from a people, process, and technology perspective.
Proven communication and collaboration skills.
A passion for learning and growth.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Credit Adjudication Specialist

Apply by April 1

Annual Salary: $73,730 – $101,378

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose? Glad you asked!

The Credit Specialist – Adjudication will be responsible for providing quality adjudication service to internal customers through use of risk analysis tools and methods, ensuring security for the members and Innovation Federal Credit Union. This position evaluates credit requests, analyzes financial information, and makes recommendations to obtain financing approvals.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff helping them
A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
A solution mindset that feeds inertia
An ambassador who’s willing to promote our team inside and outside organization
Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with focus on process evolution
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture
Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

Assess and identify risk in credit requests and lending portfolios; analyze financial statements, credit reports, and other relevant data to make informed decisions.
Adjudicate credit applications and complete loan reviews to ensure acceptable risk are underwritten.
Communicate with various levels of management within the credit union to address risk findings and promote the safety and soundness of the credit union.
Ensure organized credit flow and adjudication to provide maximum service levels to Consumer Advisors.
Mentor and guide staff, providing feedback and encouragement in the development of lending skills.
Identify areas of opportunity and efficiency in lending procedures and processes.
Develop recommendations for changes to guidelines, procedures, and best practices.

Some things that would impress us:

Bachelor’s degree in commerce, Business Administration, or related discipline.
3 – 5 years’ lending and credit experience or an equivalent combination of education and experience.
Advanced lending knowledge with strong skills in small business, commercial and agricultural lending.
Understanding of credit risk management principles, including portfolio risk, lending to higher risk industries and inherent risks embedded in lending products.
Comprehensive knowledge of loan underwriting standards and lending guidelines.
Strong interpersonal skills, including excellent oral and written communication abilities.

Interested?

Click the ‘Apply now’ button!

Manager, Third Party Risk Management

Permanent Full-Time

Open to any location in Canada (ability to work from your home office)

Closes February 8

Annual Salary: $96,429 – $132,590

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

Reporting to the Senior Director Third Party Risk Management, the Manager Third Party Risk Management will be responsible for operating the third-party risk management (TPRM) program for Innovation Federal Credit Union. The TPRM program covers the end-to-end lifecycle for third-party arrangements. The role is also responsible to maintain and enhance the software supporting TPRM and related GRC programming to ensure ongoing effectiveness.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach.
A solution mindset that feeds inertia.
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Manage the organization’s third party risk management program (TPRM) across the end-to-end lifecycle, with appropriate reporting and escalation of issues; including:
- Manage the onboarding intake, coordinating and analyzing third party risk assessments and/or questionnaires for new engagements.
- Conduct oversight reviews for existing third parties.
- Coordinate and facilitate the review of risk subject matter experts and other business stakeholders as required; be the risk subject matter for TPRM and complete assessments as required.
Propose enhancements to the TPRM program, including recommendations on policy, practices, procedures and tooling, and support the implementation.
Support the implementation and roll-out of TPRM software and ensure its capabilities are developed, maintained and enhanced for continued support of the TPRM program.
Create and provide analytics and reporting on the performance of third-party relationships, the third party portfolio, and identifying areas for improvement.
Collaborate with the Relationship Owners and risk subject matter experts to develop risk mitigation and remediation actions for identified third-party risks and/or issues.
Collaborate with business units and third parties to manage third party risk to ensure alignment with risk appetite and strategic intents.

Some things that would impress us:

University degree in Risk Management, Information Security, Business, Finance, Internal Audit or related discipline.
4 – 6 years of job-related experience or an equivalent combination of education, experience, and learning, preferably within the credit union system.
Knowledge of third party risk and operational risk management practices, third-party risk management tools and GRC tools (e.g., Resolver).
Advanced analytical skills.
Advanced experience with Microsoft Office suite.
Comfortable with using IT tools.
Ability to balance multiple tasks and maintain high level of quality of work.

Interested?

Click the ‘Apply now’ button!

Credit Advisor

An exciting opportunity exists, for an experienced Credit Advisor to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Exciting opportunities exist to join our team, ABCU is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.

The Credit Advisor is a key member of the member experience team. The primary responsibility of this role is to actively manage and provide credit advice to the credit members who deal with ABCU for their borrowing needs. Additional responsibilities include engagement activities to retain and consolidate existing members’ business to the Credit Union and attract new credit member growth. This position works closely with the Credit Associate, Contact Centre, Branch staff and Risk Management. The role requires expert knowledge of credit products and the ability to negotiate rates and fees in the best interest of the credit union.

Experience Required

Post-secondary degree or diploma required.
Comfort and ability to work with an elevated level of detail/accuracy.
This is a self-managed role.
Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
The ability to work efficiently without sacrificing accuracy is essential.
Six to ten years of job-related/industry experience.
Completion of the Personal Lending and Mortgages Course (PLM) offered through Canadian Securities Institute.
Completion of the Personal Financial Services Advice (PFSA) offered through Canadian Securities Institute.
Completion of CUIC General Studies Program preferred or working towards (may be waived depending upon position).
A combination of post-secondary education and work experience will be considered.

Interested candidates please provide a cover letter, salary expectations and resume to:

Ms. Shannon Miller, ABCU Credit Union

general@abcu.ca

ABCU thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: this position will remain vacant until a suitable candidate is identified.

Contact Centre Advisor

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Contact Centre Advisor is responsible for building, maintaining, and deepening relationships with members who are on default portfolio through interactions by phone, online or email in an enthusiastic and proactive member focused manner. This role is responsible for delivering an advice-based experience to our members by understanding their financial needs and goals and subsequently recommending member solutions for all their personal banking needs. They must be well informed of every product and service offered and know how to educate and resolve the members’ needs and be an expert at introducing members who qualify for Advisory Services. This role works closely with the advisory team to ensure that members’ needs are met, and referrals are taking place.

This role is a full-time position located in the Beaumont branch.

Job Duties:

Use your strong advice and relationship building skills to engage existing members to enhance member participation levels using:
- Monthly contact plan based on maturities and lead lists.
- Establish a methodical approach to member calls.
- Document in the RMA tool all member conversations for consistency.
- Deal with member needs and problems quickly and effectively.
- Educate members on why members should consider ABCU for their financial needs.
- Identify and sell products and services that benefit the member.
Provide a holistic approach to understanding members’ financial goals and needs.
Build and develop relationships with members with the objective of moving them onto a managed portfolio.
- Master the wealth and commercial product suite and seek every opportunity to refer to Investment Specialist/CSI Investment Advisor and commercial services.
- Administer and grant consumer loans, line of credit and overdrafts within established limits or recommend for approval to credit risk management.
- Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records.
- Normal judgment and decision making are required in choosing among a wide variety of guidelines.

Qualifications

Minimum of 2-3 years’ of job-related experience.
Post-secondary education required.
A combination of post-secondary education and work experience will be considered.
Comfort and ability to work with a high paced contact center environment.
Have a passion for detail/accuracy.
Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
Comfort in working within a high Member Engagement Role.

Interested candidates please provide a cover letter, salary expectations and resume to Human Resources at myhr@abcu. ca

ABCU thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: February 12, 2024

Systems Administrator

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About The Role

As Systems Administrator you will plan, implement, troubleshoot, and maintain cloud infrastructure and services on the Microsoft Azure platform and play a leading role in advancing the organization’s cloud strategy. You will collaborate with other IT team members, manage various systems, and develop tools to automate processes and improve efficiency. Additionally, you will troubleshoot technical issues, propose improvements, and contribute to the establishment of cloud governance frameworks. This is a ‘jack of all trades’ role in which you will have your hands in all facets of our technology stack. This is a permanent, full-time opportunity with the option to work remote, hybrid or in-office.

Here’s what you will be doing:

Design, implement, configure, and administer Azure IaaS environment as well as other Cloud Services
Oversee endpoint management, Microsoft Defender, Intune, Conditional access, and patch management
Manage and support Microsoft 365 services and applications
Ensure all IT infrastructure (local or cloud) is administered with emphasis on availability, reliability, security, and scalability
Develop and maintain backup systems and disaster recovery processes, regularly test, and validate data and processes
Investigate and resolve any technical issues, coordinating with team members or external support providers as necessary
Identify propose, develop, and implement cloud administration and management practices/processes/tools to automate and improve efficiencies of current/new systems and service.
Optimize Azure buildouts for cost/performance (VM optimization, reserved instances, etc.).
Keep current on modern technology trends and products, providing guidance to team members and direction on new project options
Develop and maintain documentation

What we are looking for:

6-8 years of work experience as a Systems Administrator in a Microsoft environment
At least 3 years of cloud administration experience managing Azure IAAS including resource groups, servers, storage, backup/DR Recovery
At least 3 years managing O365 servers (Exchange, SharePoint, OneDrive, Teams, etc.)
At least 3 years’ experience configuring and managing firewalls and switches
Experience writing scripts (PowerShell) to automate processes
Advanced knowledge of Active Directory, DNS, DHCP, Group policy
Excellent organization/time management/prioritization skills
Excellent analytical skills
Work effectively in a fast-paced environment
Well-developed interpersonal skills.

What will make you stand out:

Azure Solutions Architect (AZ-303), Azure Administrator Associate (AZ-104) and Designing Microsoft Azure Infrastructure Solutions (AZ-305)
Experience managing Meraki and Palo Alto firewalls and VPNs
Experience with Azure Virtual Desktop
Other industry certifications related to security and networking

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until it is filled.

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

Application Specialist

About Us

About the Role

Reporting to the Business Solutions Manager, the Application Specialist will provide operational support for the front-line staff using DNA, online banking and various other systems. This position will act as a resource on a number of projects as required and participate in testing changes to systems. If you have previous banking experience and are looking to move out of customer facing to a more back office operational role or you have worked in a previous Help Desk role, this may be the position you are looking for. This role is permanent full-time. There is an option to be based in our Saskatoon, Saskatchewan Head Office or one of our branch locations, with the flexibility to work remotely, in the office or a hybrid of the two.

Qualifications:

Experience with banking systems (preference to Fiserv – DNA Banking System)
Experience with online banking systems
Strong analytical and organizational skills
Exceptional time-management and administrative skills
Friendly enthusiastic self-starter and strong team player
Flexible and willing to take on tasks as assigned

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

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

Application & Implementation Specialist

About Us

About The Role

As the Application & Implementation Specialist, you will be responsible for configuration changes, release management, implementation of new features, products and services, and ongoing support for a number of applications within the Bank. This position will handle Tier 2/3 incoming support requests, work with internal teams and third-party vendors to ensure resolution of requests as per agreed service levels and provide timely escalations when applicable. This is a permanent full-time opportunity. Candidates from all Canadian regions will be considered, with preference given to those able to work out of our Saskatoon, Saskatchewan office, which is located on First Nations land.

About You

You are technically savvy and can quickly learn and master new application software. You have a strong understanding of implementing business applications; experience using core banking systems with a preference of Fiserv DNA and digital banking systems with a preference of Member Direct/Forge. Curious, quick learner who can research and provide support for software and system issues.

You must have:

A Bachelor’s in Computer Science, Information Technology or related field
Four (4) years of experience in financial services industry or four (4) years of experience in IT in a similar role
Demonstrated experience implementing and supporting business applications
You possess strong interpersonal and communication skills and are able to build professional business relationships in and outside the Bank
You possess a strong commitment to customer satisfaction and teamwork
Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

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

Vice President of Credit

The Position:

The Vice President of Credit is responsible for management of all credit functions which includes leading a modern distribution network of financial services to meet members’ expectations, via retail and commercial services, credit functions and loss prevention. This position is also responsible for sound lending, loan growth, policies and procedures in all areas of credit including consumer, commercial, agricultural and collection functions. This position along with the Senior Vice President of Credit, will oversee the Loan Adjudication department to ensure it is functioning to full efficiency.

This position has regular and frequent contact with the CEO, other Vice Presidents, Management, and Branch Staff. External contact and good relations are required with lawyers, accountants, appraisers, members, prospective members, the Credit Union Deposit Guarantee Corporation, CUMIS, CUCA, and other similar sized Credit Unions. Contact with leading edge credit unions is essential for insight into developments in the industry.

The most important decisions made include those relative to: leadership, personnel selections, credit policies, loan products, services, maintaining a credit sales culture, loan recoveries, productivity and monitoring of corporate results.

The authorities delegated to this position include approvals as outlined in the “Signing Policy and Approval Limits” as determined annually.

The main focus of this position is agriculture, commercial and consumer lending.

It is the responsibility of the Vice President of Credit to create and oversee effective teams to satisfy the above.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers

The Person:

University degree in business discipline or acceptable alternatives.
10 years’ progressively responsible lending experience in financial institutions with a minimum of 5 years in management and a network of financial institutions branches.
Excellent management, negotiating and organizational skills.
Demonstrated ability to lead a team and achieve results.
Experience in budgeting, project management, and supervision of all organizational operations.
Strong interpersonal and communication skills.
Can relieve the Senior Vice President of Credit or other Vice Presidents on a large number of administrative and managerial duties.
Must be comfortable and competent in a range of venues when there is a need to represent the organization at the request, or in the absence, of the Senior Vice President of Credit.

Compensation:

Comprehensive benefits package.

Position open until filled.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

Only those individuals invited for an interview will be contacted.

Insurance Specialist

CUSO Wealth Strategies Inc.

Insurance Specialist Contractor Service Opportunity

About CUSO Wealth Strategies Inc.

Its Head Office is in Kelowna, BC. CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary. CUSO works with 7 BC and Alberta credit unions partners with combined assets of more than $1 billion.

Service Opportunity

CUSO Wealth Strategies Inc. is looking to engage an experienced insurance specialist to provide coaching and case consultation services to the Financial Planners/Advisors in BC and Alberta based credit unions. The specialist will serve as a subject matter expert for the wealth management teams including providing advanced knowledge of tax and estate rules and strategies. The specialist will identify risk management to better serve credit union members and be familiar with concepts, insurance company products, illustration software, and processes.

Specific services to be provided include:

Coaching and case consultation with Financial Planners/Advisors
Relationship building with other credit union departments
Case work management and joint presentation with Financial Planners/Advisors to credit union members, individuals, families, business partners and small business owners

This is a self-employed/contractor relationship with CUSO for an initial 3-month contract with the possibility of extension based on the mutual agreement. The schedule of hours and location are flexible within BC or Alberta. Fee for services will be established with an hourly rate plus commission arrangement.

Qualifications and Credentials

10 years’ recent related experience preferably in consultative sales role(s)
A university degree in a related field is an asset.
Comprehensive understanding of wealth preservation and wealth transfer strategies for families, business owners, farmers, mass affluent, and HNW individuals
Experience with financial planning, tax, and estate knowledge and applications
Strong written, verbal communication, presentation, and interpersonal skills
Excellent time management, organization with attention to detail, problem solving and analytical skills.
Demonstrated ability to coach and mentor Financial Planners/Advisors
Proficiency with the MS Office suite of products, Microsoft Teams, and Zoom
Must be personable to connect and build rapport with credit union members and staff.
Current Insurance Council licensing in Life and Accident & Sickness is required.
Chartered Life Underwriter (CLU) designation or Certified Financial Planner (CFP) is required.

Other Requirements

Occasional travel will be required to locations in BC and Alberta.

Why CUSO Wealth Strategies?

We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment.
We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs.
Our leadership team encourages growth, independence, service excellence and team camaraderie.
We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities.

How to Apply:

If you are interested in exploring this contractor opportunity, please submit your service proposal including resume/qualifications/bio in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by December 15, 2023.

We thank you in advance for your interest in this opportunity. All proposals under consideration will be contacted.