Alberta – Page 8 – Credit Union Careers

Chief Financial & Governance Officer – Alberta Central

Alberta Central is the central banking facility, service bureau and trade association for member credit unions. Its purpose is to champion change in the Alberta credit union system and bring value and expertise to its members.

The Executive Leadership Team (ELT) at Alberta Central is constantly looking for partnership opportunities, developing innovative products and services, and collaborating with other stakeholders to optimize system-owned entities. Key priorities for Alberta Central include meeting the demand for payments modernization, advancing core banking technology and evolving the future direction of the Central.

The ELT is comprised of the CEO and the following direct reports:

Chief Financial & Governance Officer
Chief Risk & Compliance Officer
Chief Investment Officer
Chief Strategy, People & Credit Union Relations Officer

The Chief Financial & Governance Officer is responsible for the strategic leadership, direction and guidance for financial accounting and reporting, and budgeting and taxation services for the organization. The executive also acts as the key financial reporting and budgeting lead for high profile and strategic joint ventures like the Prairie Payments Joint Venture which have complex governance structures and stakeholder relationships. This position is also responsible for oversight of governance functions and legal matters for the organization and serves as the Corporate Secretary for the Alberta Central Board of Directors and related board committees.

Experience & Education

Related university degree and 15 or more years of relevant experience; or combination of formal education and experience.
CPA designation required.
5 years of experience in a senior executive leadership role.
Previous financial services industry experience and/or equivalent experience in an industry undergoing transformational change.
ICD.D or equivalent governance expertise gained through experience.
Candidates without governance expertise will be considered if they have strong backgrounds in either or both: o Banking and credit union payments, clearing, and settlement functions.
Major and/or emerging banking and credit union technology and innovation.

Express Your Enthusiasm

Email a cover letter and tailored resume to Allan Nelson or Shalini Bhatty at Calgary@leadersinternational.com indicating the job title in the subject line of the email.

VP Fintech Partnership Development

Permanent Full Time
Closes February 10
Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $127,360 to $159,201

Are you looking to join a growing organization in a newly-created role where you can actually make an impact on the business? As the VP Fintech Partnership Development, you’ll lead the generation of fintech collaboration opportunities that align with Innovation Credit Union’s products, markets, and technology. In addition to joining our amazing senior leadership team, you’ll also have strong work-life integration, a flexible schedule, and the security of a career path supported by your organization!

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Chief Retail & Operating Officer, the VP Fintech Partnership Development will capture opportunities with fintech partners and create value by innovating products and services that customers from a broad group of segments can benefit from. This will be achieved through oversight, leadership and execution, supporting partner identification, screening, and onboarding. This role will monitor market intelligence for fintech’s to stay on top of the changing landscape in opening banking, emerging technologies and innovation.

The VP Fintech Partnership Development does the following:

Support the Executive Leadership Team (ELT) in ongoing partner identification, onboarding, and relationship management with the objective of increasing efficiency in onboarding partners that support our strategic objectives
Act as a liaison with partners to address and resolve partner concerns and performance issues
Manage relationships with partners to increase profitable revenue (ROI), improve member service and enable employees to deliver results
Manage and report on the funnel of potential partners and existing relationships
Contribute to completion of partner and 360 degree self-assessments as part of periodic (annual) partner reviews
Maintain awareness and understanding of legislative and regulatory requirements for financial services, including open banking, blockchain, cyber security, fraud, OSFI B10 Outsourcing guidelines, privacy and data standards
Represent Innovation Credit Union at national, regional, and virtual events

Why Should You Apply?

You are a business-savvy leader who loves to network and create mutually-beneficial, collaborative relationships
You have at least 7 years’ experience with related product or business development experience in payments, financial services, commercial mid-market or fintech industries
You have completed a business, technology or software engineering degree, or an equivalent program
You have advanced understanding and experience of digital banking business models and platform strategy execution
You have a strong track record of planning, managing, and closing a complex, competitive sales effort and managing deals from negotiation, to closing and through delivery

Senior Analyst, Accounting & Reporting

Senior Analyst, Accounting & Reporting

Two Term Positions to April 2023

Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees. Under the direction of a new CEO, SaskCentral is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Accounting and Reporting team in this journey is to provide accurate financial reporting for stakeholders and high-quality financial support for the organization.

The Job

One of the advantages of working for a smaller financial institution is that you get exposure to a wide variety of financial aspects while also building your supervisory experience. SaskCentral supports the provincial credit union system and in this position, you collaborate with internal and external stakeholders to ensure accurate and timely financial information is provided.

One position currently leads SaskCentral’s monthly, quarterly and annual financial reporting for internal departments, management, Board of Directors, regulators, external auditors and tax consultants. This includes reviewing financial statements and supporting documentation, preparing annual financial statements and annual note disclosure. You will coordinate the annual external audit process, various internal audits, and lead the preparation of required tax returns, acting as a liaison for our external tax consultant.

The second position currently oversees the development of the SaskCentral annual budget and the accounts payable/receivable (AP/AR) processes at SaskCentral. You will support department managers to prepare their budgets and coordinate the compilation of budget data, ensuring accurate reporting is provided to key stakeholders for decision making purposes. Working with your team and vendors, you will ensure the AP/AR process provides a positive client experience.

We rely on both roles to continuously review and implement business improvements that optimize the processes and current technology. If you have experience with Power BI, you will have the opportunity to showcase those skills with new processes/reporting planned for 2022. You will conduct accounting, regulatory and industry research to determine and recommend best practices. SaskCentral also encourages and supports participation in ongoing professional development to maintain current knowledge and understanding of financial accounting and reporting principles (IFRS) as well as tax and regulatory requirements.

The Candidate

You will have a Degree in Business Administration, a professional accounting designation (CPA), and at least 3 years of progressive experience in financial reporting principles, policies and practices. Preference is given to candidates who have gained this knowledge in the financial services sector.

To be successful in the role, you will possess advanced understanding of financial accounting and reporting principles (IFRS) as well as tax and regulatory requirements, comprehensive knowledge of accounting policies and regulatory environments and strong knowledge of accounts payable and accounts receivable processes.

Interested applicants are invited to submit their expression of interest in confidence by Friday, February 4 on our career page at Recruitment (adp.com).

Business Analyst

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Innovation Credit Union has an opportunity for an experienced member of the Innovation team to provide consultation and assist or lead organizational projects working with Subject Matter Experts to help execute strategic initiatives. The successful candidate will be proactive and have an entrepreneurial spirit. This position reports to the Vice President of Strategy and Innovation. This position will provide a challenging and rewarding career, with opportunity to enhance your personal development.

An Business Analyst does the following:

Creating and/or executing project work plans to meet changing needs and requirements
Working alongside Project Managers to execute upon project deliverables
Champion Innovation’s project management disciplines/methodology and provide the processes, structures, and tools for project management
Current vs End State gap analysis
Preparation of reports and correspondence and other documentation
Creating process maps, templates and tools as required
Determining requirements with SME and support transition and maintenance plans

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have minimum 3-5 years’ experience in relationship banking with knowledge and experience in various departments and functions considered an asset
You have proven collaboration skills with the ability to build relationships with carious stakeholders
You have proven ability to support cross functional projects and prioritize deliverables to meet deadlines
You have strong communication skills with the ability to relate well to members and co-workers
You are committed to life-long learning and development

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Banking System Specialist

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Manager, Digital & Core Banking this position works with the Fiserv DNA banking system and related applications. This role is responsible for day-to-day operations, project work, enhancement implementation, troubleshooting and support to end-users.. How does one do this? Glad you asked!

The Banking System Specialist does the following:

Support and assist all staff in the use of the banking system, providing training and subject matter expertise when required
Works with various project teams as they relate to the banking system
Investigate and solve complex banking system issues
Assist with coordinating all activities necessary for the successful and timely resolution of technology issues as they relate to the banking system and related technologies
Lead the development, testing, implementation and maintenance of the banking system
Make recommendations for enhancements to the banking system and related software to provide needed functionality to end users
Develop and implement Banking System application software administration policy and procedure standards, for access and usage

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have a minimum of one year post-secondary education in a related discipline or equivalent (ie: business certificate plus additional courses through CUIC, lending training etc)
You have a minimum 3 years related experience using Fiserv DNA banking system or an equivalent combination of education and experience
You have demonstrated efficiency and accuracy skills and the ability to meet deadlines in an ever-changing, fast-paced environment
You have a proven high standard of verbal and written communication skills and the ability to relate well to internal members and coworkers
You have demonstrated commitment to continual professional development

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Digital Wealth Specialist

Permanent Full – Time

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Manager, Lending Services

The Credit Union:

Rocky Credit Union is located in the foothills of the Rocky Mountains that is committed to maintaining a high standard of personal services. This is your opportunity to join a dynamic team of financial professionals in a vibrant organization.

The Position:

The Manager, Lending Services oversees all commercial, agricultural, retail lending activities. This position ensures all lending activities follow sound business practices, legislation, regulations, and policies and procedures. The Manager, Lending Services is also responsible, but not limited to, the following:

Key Responsibilities:

Initiate action to improve growth and development of the Rocky Credit Union’s loan portfolio by pursuing new business and establishing and maintaining liaison with business and community contacts.
Effectively mentor, coach and develop lending staff to ensure sales and business development objectives are achieved and members receive consistent level of quality, personalized service.
Manage the lending staff of Rocky Credit Union to ensure compliance with established business practices, legislation, regulations, by-laws, policies and procedures
Develop and recommend changes to policies and procedures for effective and efficient lending services
Resolve complex lending issues and member complaints referred by staff to ensure needs of members and Rocky Credit Union are met
Completion of regulatory reporting requirements on an on-going basis.
Organize, schedule and monitor lending service activities to ensure maximum service levels are being provided to members and that work flows smoothly.
Manage an assigned loan portfolio through the analysis of loan requests based on character, capacity, and collateral to safeguard member deposits and the viability of Rocky Credit Union.
Develop, recommend, and implement changes to policies and procedures in the lending department.
Provide input in the creation of lending sales targets and marketing plans.
Establish performance standards, conduct performance appraisals, and identify training and development needs of departmental staff.
Develop department budget and monitor performance in relation to budget.

The Person:

Post-secondary education plus seven years combined retail and commercial lending experience.
Excellent interpersonal skills and the ability to manage, coach, motivate and develop employees
Excellent written and verbal communication skills.
Good understanding of credit union regulatory requirements.
Time management & detailed oriented.
An awareness of external economic environment
Excellent negotiation and problem resolution skills.
Prior supervisory experience is an asset.

Compensation:

Salary commensurate with experience and in accordance with Rocky Credit Union’s Rewards and Motivation program.
Comprehensive benefits package.

Closing Date:

December 13, 2021 at noon

Submit Resume in Confidence To:

jshanks@rockycu.com with ‘Manager, Lending Services’ as the subject

Small Business Relationship Manager

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

What opportunity awaits?

We are looking for someone who is passionate about supporting our business members and providing advice that supports their financial well-being.

As our Small Business Relationship Manager, you will show aptitude as a trusted advisor by building and retaining member relationships through the sale of commercial credit and cash management solutions. This role will manage a designated portfolio of commercial small business member relationships. In addition, this role will promote and negotiate business-banking services to current and potential members. The Small Business Relationship Manager will proactively develop long-term, mutually profitable relationships with members, service partners and local markets to optimize business opportunities and referrals.

Responsibilities:

Proactively assess and anticipate member’s needs to identify solutions to meet those needs and the member’s broader business objectives
Manage a portfolio of commercial relationships including daily decisions, new credit requests, annual reviews, risk mitigation with a strong emphasis on business development and member retention
Work collaboratively with internal members to ensure all activities are in compliance with relevant legislation, regulations and policies and procedures to minimize errors and omissions

Qualifications:

Minimum 3 years of business lending support experience
Post-secondary degree in Business or other relevant combined education and experience

Our total compensation package includes a comprehensive benefit package, matching retirement savings plan and employee financial services benefits.

Thank you for your interest in Lakeland Credit Union however, only those applicants selected for an interview will be contacted.

Application deadline: This posting will remain open until suitable candidate is identified.

Job Location

Cold Lake, AB

*This successful candidate must be bondable and will be subject to a pre-employment background screening, including a criminal record and credit checks.

VERILOAN BUSINESS ANALYST

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: This position is responsible for providing dedicated resource, support and strategic insight to specific projects while working with Subject Matter Experts on project teams or independently completing tasks within a project scope. The person in this role is deep in knowledge regarding a specific areas of expertise and has built a diverse background and skillset. Driven to add value to processes to make them make sense for the Credit Union and our members, this person has a history of success and impact. Interested in both the retail lending and development areas of the Credit Union helps this person maintain a balanced, measured approach to projects and can relate extremely well to the individuals/teams they work with.

A VeriLoan Business Analyst does the following:

- Support Innovation’s project management, change management, and agile disciplines/methodology and provides the processes, structures, and tools for project management.
- Effectively communicate with team members and other stakeholders.
- Support the development and execution of projects by working closely with project manager, business owner(s), and team members.
- Provide organizational insight to the project and effectively contribute to the team to execute strategic initiatives/activities
- Act as key resource and support for Project Managers in working alongside sponsors and business owners in executing strategic work
- Understand the linkage in the execution of strategic projects and activities to the achievement of corporate strategy.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have a minimum of one year of related post-secondary education or equivalent (business certificate plus additional courses, e.g. lending training)
You posses a minimum 3 – 5 years’ experience or equivalent education and experience
You are experienced with lending applications and processes
You have proven collaboration skills with the ability to build relationships with various stakeholders
You are competent in Microsoft Office 365, specifically MS Project, DevOps, SharePoint, Teams
You have excellent planning, organizational, and time management skills
You have a demonstrated commitment to ongoing learning and development

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

President & CEO

PRESIDENT & CEO

connectFirst Credit Union

Is this where YOU belong? This is an exciting role for a visionary CEO with the ability to inspire high performing leaders and teams, motivate progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity and inclusion. You are passionate, lead by example, and can win the hearts and minds of all employees as you build excitement, inspire innovation, and bring the strategic plan to life. You are known for successfully stewarding a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience – that’s in your DNA.

The CEO is accountable to the Board of Directors for the successful financial and values-driven performance of connectFirst Credit Union. They are responsible for providing dynamic and effective strategic leadership and direction to all aspects of connectFirst operations and within the credit union system where, as one of Canada’s 10 largest credit unions, connectFirst plays an important part.

The CEO is accountable for the ongoing growth and sustainability of the organization as well as the execution of connectFirst’s current strategic direction centered on exceptional member experience. In the last 12 months the foundational enablers of this strategy have been implemented via exceptional efforts across all levels of employees. These strategy foundations include the replacement of four divergent banking systems with one consistent front and back-end banking system, a corporate wide reorganization redesigned to align lines of business instead of geographic divisions and the launch of the unified connectFirst brand replacing the past First Calgary, Legacy, Mountain View and Chinook regional brands.

connectFirst’s customer-centered, growth strategy now requires an inspiring, strategic leader to lead the next step in bringing their strategy to life within a highly competitive marketplace. To do this, continued culture shift and operational enhancement is required, and the CEO will play a critical role in ensuring their team remains committed to credit union values, effectively resourced, highly engaged and fully capable within a culture that enables the collaborative achievement of our organization’s strategic goals.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

connectFirst Credit Union – Chief Executive Officer