Alberta – Page 3 – Credit Union Careers

Application & Implementation Specialist

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 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 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.

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.

Manager, System Credit

About Credit Union Central of Manitoba

Credit Union of Manitoba (CUCM) is the trade association and service provider for the province’s 17 autonomous credit unions. CUCM’s purpose is to provide strategic leadership for credit unions, and to deliver high-value solutions that help each credit union achieve its vision.

The role

Reporting to the Vice President, Lending & Compliance, the incumbent plays a lead role managing all aspects of system credit, risk management, and loan adjudication while serving the growth and competitive needs of credit unions. As the Manager, System Credit, your role will encompass the following:

Directly manage, lead, guide, engage, develop, and encourage the adjudication team.
Form part of the system credit committee, responsible for managing system credit risk.
Provide input to strategies that support the Lending Services, Compliance, and Manual Departments business goals and objectives.
Provide consulting services to credit unions lending personnel and, where necessary, meet with Central’s legal counsel to discuss options.
Play a critical role in delivery of lending conferences and workshops.
Demonstrate loan portfolio management and risk mitigation for complex credit applications.
Provide input into Lending Services components of CUCM Enterprise Risk Management program.
Review and make recommendations to Model Loan Policy and credit union lending policies.
Develop industry resources to be available to credit union lending staff and keep apprised of all industry and market developments.
Communicate with all lending relationships inclusive of industry partners, credit union personnel, Deposit Guarantee Corporation of Manitoba, and other internal/external stakeholders.
Make recommendations to process improvements in Lending Services

The person

You bring strong relationship building skills, sound analysis and decision-making competencies and have a thorough knowledge of legislation pertaining to lending and of the commercial/agricultural marketplace. You are a strong communicator. You are an expert negotiator with strong interpersonal skills with ability to diplomatically manage and attempt to reconcile conflicting demands and viewpoints, combined with personable and effective client management skills.

You a natural collaborator; driven by the challenge of change, with the ability to adapt your focus or approach based on what the situation requires. You are technologically savvy and up to date with technological developments as it relates to financial services.

Education & Experience

Your background includes a minimum of 5 years’ experience working in a similar capacity with a focus on Commercial Credit Adjudication. Experience with Agriculture Lending would be of benefit. Education equivalent to completion of three- or four-year bachelor’s degree, ideally in commerce or business administration, or related experience is required.

The Company

We offer an excellent total compensation and benefits package including an incentive pay program, an extensive community service program, training and development opportunities, and a work environment that engages and enables our employees to serve our members. The salary will relate to qualifications and experience.

We are committed to providing a safe, respectful, and inclusive environment where your unique background, perspectives and talent are valued.

Our office is located in downtown Winnipeg close to the Canada Life Centre. In the current environment, employees have the ability to work from home.

Credit Union Central of Manitoba (CUCM) is the trade association for Manitoba’s credit unions and as such manages liquidity reserves, monitors credit granting procedures and provides trade services in areas such as corporate governance, government relations, representation, and advocacy. CUCM also provides human resources services, research, communications, planning, lending, compliance, and risk management services to credit unions. Manitoba credit unions jointly own CUCM and it is financed through assessments and fee income derived through its operations.

CUCM welcomes applications from people with disabilities. Accommodations are available upon request during the assessment and selection process.

The salary will relate to qualifications and experience. The annual base salary range for this position is $115,000-$137,000.

Closing Date: Wednesday, December 31, 2023

To apply please go to: https://cucm.applicantpro.com/jobs/3144605

Wealth Services Associate

CUSO Wealth Strategies

Position Description

Title: Wealth Services Associate

Reports to: Vice President of Business Development

Date created: November 2023

Salary range: Between $25.60 to $28.00 per hour

About CUSO Wealth Strategies Inc.

About the Role

This is a permanent part-time position with a minimum of up to three full days (22.5 hours) or 5 part-time days depending on business needs. The work hours and location are flexible within BC or Alberta. CUSO is a “best” hire employer and is fully open to remote work.

Basic Purpose of the Role

The successful candidate will provide administrative support to the VP and Regional Leaders and governance support to the CEO. They will serve as first point of contact for wealth management office admin team members in both a support and mentoring capacity. This will include having a working knowledge of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group. The ideal candidate will have intermediate to advanced skills in the full suite of Microsoft office products.

Major Responsibilities

Assume responsibility for governance related activities to support the CEO and board of directors as the business demands.

Will serve both the VP and Regional Leaders in an administrative capacity which includes but is not limited to the following tasks:

Onboarding and offboarding all registrants at the dealer level – CIRO (MFDA/IIROC) and Insurance
Maintaining an effective record-keeping process of tracking invoices for our accounting team
Downloading and creating management and end user reports.
Onboarding and offboarding all users from various 3^rd party software programs.
Maintaining and administrating our internal member/client experience programs and portals.
Regular day to day duties commonly associated with running a small to mid-size business office.
Other related duties as assigned.

Qualifications

Five years recent related experience preferably in an administration capacity working within the financial industry
Proficiency with the MS Office suite of products especially Excel and database Power BI programs
Background in using and supporting a CRM program (Maximizer)
Experience with, or an interest in learning board governance administration
Strong written, verbal communication, and interpersonal skills
Excellent time management and organization skills
Enjoys using and a desire to keep learning new technology
Strong organizational, time management and problem-solving skills
Must enjoy personal one to one interaction in a business setting to mentor other administrators
Preference will be given to self-starters who require minimum supervision
The use of Adobe and website admin functionality would be welcomed
Current or previous licensing with MFDA, IIROC, and/or Insurance Council is an asset but not required
Current or previous virtual assistant experience is an asset

Other Requirements

If working remotely, a workspace which provides for personal health and safety and ensures the safekeeping and confidentiality of information

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
We offer comprehensive benefits to support and sustain the mental and physical health of our employees and their families
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 consider this position a match to your skills, please submit your resume and cover letter in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by December 8, 2023.

We thank all applicants in advance for their interest in this opportunity. All applications under consideration will be contacted.

Sr. Data Analyst

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit. Our employees tell us SaskCentral is a great place to work where you can have a challenging, rewarding career with a competitive salary and excellent benefits.

Our commitment to inclusion, diversity, equity, and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

Sr. Data Analyst
SaskCentral is focused on an enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. Acting as a utility, we are dedicated to ensuring access to clearing and settlement functions through our own clearing capability as well as that of owned and partner entities.

The Job
Are you a seasoned data management professional with a passion for transforming raw data into strategic business insights? If you are experienced in overseeing the design, build, and optimization of data systems, designing data governance structures, and providing technical leadership, we want you on our team. We are seeking a Sr. Data Analyst to optimize end-user experiences and contribute to corporate decision-making through specialized expertise in data systems and infrastructure.

In this position you will act as a key partner to the business by designing, implementing and operating system solutions to address data related opportunities and challenges. You will lead the day-to-day design, maintenance, and operations of the data warehouse environment. Your experience positions you to propose and apply controls, processes, and procedures to improve the data environment’s security, stability, accuracy, and value. As a technical leader, you will provide guidance and mentorship to internal users in the use of SQL and PowerBI tools to create reports and dashboards.

The Candidate
You have proven expertise in designing, building, and optimizing data systems and experience in establishing and maintaining data governance structures. You are a strong technical leader with mentoring capabilities and a robust skillset in ETL data modeling, mining, and analysis techniques. Proficiency in SQL and Power BI development tools (dashboarding and paginated reports) and C# is a requirement.

You have a bachelor’s degree in computer science, mathematics, or another other business-related field, or a combination of significant experience with relevant professional certification.

If you are ready to bring your skills to a dynamic and collaborative environment, we encourage you to apply for this exciting opportunity. Interested applicants are invited to submit their resume and cover letter in confidence by the end of day Friday, December 1, 2023 on the SaskCentral Career Page.

We thank all applicants for their interest. Those selected for an interview will be contacted.

Director, Payments

Director, Payments

SaskCentral is focused on an enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. Acting as a utility, we are dedicated to ensuring access to clearing and settlement functions through our own clearing capability as well as that of owned and partner entities.

The Job

The Director of Payments is responsible for overseeing and optimizing all payment operations at SaskCentral. You work collaboratively with a talented team and various stakeholders to develop and implement strategies that enhance efficiency and effectiveness for our member credit unions.

Reporting to the Chief Executive Officer (CEO), this role works closely with both internal and external cross-functional teams, representing SaskCentral with partner organizations to lead payment strategies in alignment with the organization’s major initiatives.

You will develop and execute a payments strategy aligned with SaskCentral’s purpose, vision, and strategy that addresses the risks and opportunities through payments modernization. You will develop and lead change management initiatives, fostering a culture of customer-centricity across the organization.

The Candidate

We want to hear from you if you are regarded in the industry as subject matter expert with deep professional knowledge on Payments products, payments modernization in Canada. The successful candidate will have exceptional interpersonal skills and 10 years of experience with demonstrated success at leading, planning and managing business and operational performance. You will be adept at thinking long term, identifying risks and opportunities for both the immediate and longer-term horizons.

Interested applicants are invited to submit their resume in confidence by the end of day Friday, November 24, 2023 on the SaskCentral Career Page.

We thank all applicants for their interest. Those selected for an interview will be contacted.

Credit Adjudicator

The Position:

The Credit Adjudicator is a motivated, career-minded Credit Adjudicator responsible for evaluating and approving credit applications which exceed lender’s or branch limits. Additional responsibilities will include assistance in developing and implementation of credit policies and procedures as well as assisting our training department with lender focused training. Assist with special projects, and new business development tools and programs as required. Provide advice and direction to lenders and credit analyst regarding the analysis, structuring and negotiation of credit applications and related documentation.

Under executive direction, reporting to the Senior Vice President of Credit, the Credit Adjudicator will evaluate and approve credit applications within designated limits. Credit applications which exceed the credit adjudicator limits will be submitted to the Senor Vice President of Credit and/or Credit Committee. The position is responsible for ensuring that the approved applications meet acceptable risk requirements and provide a reasonable, risk‐based return on investment, in accordance with prudent lending practice, corporate lending policy, as well as regulatory and legislative requirements.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

Seven to nine years of job-related experience is required for this complex position.
Excellent critical analysis and decision making skills are essential for success in this role. In addition, excellent oral and written communication, high attention to technical detail and proven ability to work effectively in a time sensitive and team environment is necessary for this position.
Cooperative or Credit Union industry experience is a benefit.

Compensation:

Comprehensive benefits package.

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

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Software Quality Assurance Specialist

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

Apply by October 9

Annual Salary: $53,248 – $73,216

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!

Reporting to the VP Member Platform Development, the Software Quality Assurance Specialist is responsible for testing the functionality and usability of new or existing software and assessing software quality through manual testing. This position will work closely with developers, providing feedback to produce top-quality programs that meet stakeholder expectations.

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?

Review, analyze and understand the system specifications.
Design and create test plans, scenarios, scripts and procedures.
Execute manual and/or automated tests on the software application.
Perform testing on web and mobile devices.
Analyze test results, identify bugs and glitches, and report them to development teams.
Ensure offerings are entirely functional and provide quality assurance for software products.
Work with cross-functional teams to ensure quality throughout the software development lifecycle.
Advise best practices and optimizations throughout testing and bug-fixing processes.
Establish and implement rigorous reporting and automated monitoring systems.
Implement feedback and changes whenever possible.

Some things that would impress us:

Completion of a post-secondary program in Computer Science or a related field
Minimum 6 years’ experience in quality assurance, software testing and troubleshooting; previous experience in financial services would be considered an asset
Previous experience in core banking system, online and mobile banking applications is an asset
Experience or working knowledge of project management and QA methodology
Familiarity with both Waterfall and Agile frameworks
Strong written and verbal communication skills working with software development teams

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.

Director, Enterprise Risk Management

Director, Enterprise Risk Management

SaskCentral provides a balance of energy and support to employees. Under the direction of a new CEO, SaskCentral is on a focused enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. To support this journey, we have an exciting opportunity for a dynamic, trusted professional to develop and maintain risk management frameworks and policies that promote a forward-looking risk culture that stresses integrity and effective risk management throughout SaskCentral.

The Job

The ERM function is expected to have processes and controls in place to assess the accuracy of potential business line risk information or analysis and offer objective reporting to the board, the risk committee and senior management.

Reporting to the Chief Risk Officer (CRO), you will influence SaskCentral’s risk-taking activities while remaining unbiased and providing an objective view to the risk committee, operations within the ERM framework and in the ongoing assessment of risk-taking activities.

This position provides oversight to SaskCentral’s annual ICAAP, continuity management program and recovery plan framework. You will oversee risk management frameworks and policies in accordance with regulatory requirements and identify, measure, monitor and report on potential risks at an enterprise level. This role provides oversight and challenges practices, when necessary, with both internal and external committees to support the ERM practices of SaskCentral.

The Candidate

The successful candidate will have in-depth knowledge of ERM frameworks and 10 years of experience with financial institution risk management. You will have an undergraduate degree in finance and/or risk-related field, preferably complemented with a risk management-related certification or designation (e.g. CPA, CFA, FSA). You use advanced reporting applications for financial and risk modeling/reporting. Coding in risk-related software or Excel is desirable but not required.

Interested applicants are invited to submit their resume in confidence by the end of day Thursday, October 5, 2023 on the SaskCentral Career Page.

Our commitment to inclusion, diversity, equity and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

We thank all applicants for their interest. Those selected for an interview will be contacted.