Alberta – Page 9 – Credit Union Careers

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!

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.

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 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

Financial Planning and Analysis Manager

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced and dynamic financial planning and analysis professional to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Financial Planning & Analysis Manager (Full-time, Permanent Position)

The Financial Planning & Analysis Manager conducts in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to the business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.

This position is responsible for preparing and measuring various aspects of corporate performance and risk management by monitoring, assessing, and measuring financial results and processes against established frameworks. This position directly supports revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks. This position also develops dynamic models to conduct financial analysis of new business lines, projects, and products to ensure effective allocation of capital and the achievement of profitability targets.

The Financial Planning & Analysis Manager contributes to efforts for the Bank to achieve objectives by initiating strategic relationships within the department, division and company and monitoring and analyzing outcomes of strategic actions. This position coordinates business plans for business units, including preparation of business plan assumption reporting, and analysis of potential impacts to financial performance and risk measures.

Qualifications:

Completion of an undergraduate degree in business or finance and holds a professional financial designation (CPA, CFA)
3-5 years’ experience in a financial institution conducting financial reporting and analysis or equivalent combination of education/experience
Comprehensive understanding of financial and managerial analysis
Comprehensive understanding of the financial products and services offered at the Bank
Comprehensive understanding in the measurement, monitoring and analysis of balance sheet risk management
Comprehensive understanding of internal control framework and operational risk elements
Advanced experience in financial modeling
Working level ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectives
Comprehensive skills in spreadsheet (Excel) and general ledger (Oracle) applications

Applications for this opportunity accepted until end of day Monday, November 1, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Marketing Specialist (Social Media)

Temporary Full Time (until approximately 6 months)

Closes November 1

Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $57,454 to $71,817

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 Int Marketing/Data Analytics, this position will be responsible for the creation and management of organic and paid social media content in order to achieve our marketing goals, including increasing online presence, member acquisition, remarketing and retention.

A Social Media Marketing Specialist does the following:

Develop and implement social media strategy and improvement tactics. You know how to make a plan, and either stay on course or course correct to meet and surpass our goals.
Manage the day-to-day activities on social media accounts. You will manage comments and DMs, flag outstanding information, and engage in social listening and/or monitoring.
Create social media content. You will create engaging captions that vary for each platform. You are comfortable with creating graphics (images, video, templates), and hashtag research doesn’t scare you.
Utilize social media content for each platform and audience. You will create a schedule and have a good understanding of optimal posting times on different platforms as well as their character counts. You know what alt text is, and how to use it.
Increase and measure desired social media metrics. You are comfortable with engagement metrics and baselines. When it comes to social media analytics, you know how to define and measure KPIs, suggest improvements based on that information, and create a monthly report .

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have minimum one year of formal education or equivalent; plus 1 to 3 years of job related experience or equivalent combination of education and experience
Knowledge of search engines, search engine optimization (SEO) and basic factors that can influence rankings
Knowledge of the impact of other online marketing activities (eg. Online Advertising – PPC/Display, Usability – UX)

Interested?

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.

Apply via our website ASAP. Only those applications received through our careers page job board will be considered.

Manager, Communications and Marketing (located in AB, SK or MB ideally)

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure. This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

ROLE SUMMARY:

This position is responsible for supporting the success of PPJV’s marketing & communications efforts by developing and influencing strategic communications plans and executing tactical marketing and communication activities. This position will keep key internal and external stakeholders informed and engaged as well as increase credit union system understanding and awareness of the PPJV. This position reports into the Vice President, Strategy and Engagement.

KEY ACCOUNTABILITIES: Develop, implement, and evaluate integrated, strategic stakeholder communications plans that support corporate strategic initiatives, generate understanding about PPJV and the credit union system, as well as support engagement with stakeholders. This includes identifying areas for improvement and recommendations for new and effective ways to communicate with credit unions and other key stakeholders.

Provide expertise and guidance to senior management and project leads on communications methodology and strategies. This includes developing annual communications strategies that help the PPJV achieve its strategic goals.
Write strategic communications material that support the organization’s internal and external stakeholders’ communications objectives. This includes program updates, payment feature sheets, presentations, web copy etc.
Manage PPJV digital and social media properties and any media relations efforts.
Act as a resource for incident response through communications counsel and incident response communications planning and messaging.
Develop and implement an integrated strategic marketing plan to develop and advance PPJV’s brand identity on a strategic and operational level and effectively position the company with key customers and industry players
Provide consulting to key executives and leaders to develop and ensure consistent messaging among the leadership team and across the organization.
Manage the Prairie Payments internal information portal and external public website including updating/developing all web content.
Mange content and distribution of the program newsletter.
Support planning and execution of program webinars.
Support material and presentation development for the PPJV Engagement Team
Create and manage communications/marketing budgets within area of responsibility.
Establish and maintain effective and collaborative working relationships with the PPJV Engagement Team, work stream leads and senior leadership team.
All other duties as assigned.

EXPERIENCE, EDUCATIONAL REQUIREMENTS: Communications, Public Relations or Marketing degree or certification preferred and a minimum of 6 years related experience; or a combination of formal education and experience.

SKILLS

– Excellent writing and editing skills

– Able to create content that will engage across all levels of an organization

– Experience in partnering with internal and external stakeholders

– Project Management experience would be considered an asset

– Possess high level of technical proficiency using MS Office programs specifically PPT and ability to do basic work in WordPress and be able to learn other technical systems including Adobe InDesign.

– Strong meeting facilitation skills.

– Able to balance competing priorities while working collaboratively and effectively with people.

This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba

Technical Analyst

The Technical Analyst is responsible to deliver client support for the suite of Technology programs, products and services to clients including issue escalation and resolution management, and delivering training to clients and other users, including process and procedure creation. This position is responsible for managing relationships with key service providers, credit union partners and internal groups by maintaining the collaborative relationships needed with key suppliers and partners to develop products and services required to meet client needs, while ensuring a strong working relationship with business units and maintaining high service levels to clients for programs, products and services.

The Technical Analyst is responsible to provide effective leadership to multi-discipline/cross functional project teams and stakeholders by managing development for simultaneous, multiple projects from initiation to closure, working with the stakeholders to complete the project charter outlining the scope, goals, deliverables, required resources, budget and timing. This position also acts as a mediator between vendors, stakeholders and team members and resolves issues and solves problems throughout the project life cycle. The Technical Analyst also communicates expectations, project milestones and status reports to team members and stakeholders.

Qualifications:

3-5 years of experience in an Information Systems environment.
1-3 years of demonstrated experience in vendor / service provider relationship management.
1-3 years of demonstrated experience in project management.
Completion of or in final stages of completion of the Project Management Professional (PMP)® designation is preferred; completion of the Certified Associate in Project Management (CAPM)® combined with relevant experience will be considered.
Related ITIL® qualifications are an asset for management of IT projects.

Applications for this opportunity accepted until end of day October 26, 2021. To apply, please visit our Career page at www.concentra.ca

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

Systems Architect (ECM)

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Key Outcomes

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications

Post-secondary degree or diploma in Computer Science, or related field
5 years in technology roles, including experience working with Cloud Infrastructure services
3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
Business Analysis experience would be considered an asset
Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day October 21, 2021. To apply, please visit our Career page at www.concentra.ca

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