British Columbia – Page 11 – Credit Union Careers

Senior Advisor, Business Development and Sales Support – Financial Cooperative Outside Quebec

About the job

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level NV11 – A

As a Senior Advisor, Sales and Business Development, you work with the Vice President of business development for financial cooperative outside Quebec, critical to the expansion of our business across Canada. As a member of the Acquisition, Growth and Development division supporting Ontario, Atlantic and Western Canada, you support the mandate to grow our footprint and increase Desjardins’ presence and visibility across the country. You identify organic growth opportunities and, respecting the multiple distribution channel environment, present Desjardins’ products and services to B2B clients, business partners and organizations based on member/client needs and current strategies and practices. Demonstrating exceptional relationship management, you serve as a liaison, developing close ties with specific Desjardins sectors or business units. Taking a proactive, professional approach, your responsiveness and experience instills momentum and results in the development of cross-organizational business and market presence.

You take the lead on business development initiatives, events and activities that involve and impact multiple business sectors. You apply a strategic mindset in the selection, planning, and execution of events and market development activities aimed to grow our brand and revenue while contributing to tasks at all levels to a successful outcome and working collaboratively with a diverse team of business development stakeholders.

You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs.

You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients.

In this fast-paced environment, you affect the trajectory of growth across all lines of business, and you are integral to the planning and execution of proposals and programs that will increase our market share and brand awareness.

You have strategic thinking skills, build partnerships easily and work with others to achieve shared objectives. Highly developed interpersonal skills are therefore essential.

Role Overview

As a Senior Advisor, reporting to the Vice-President, Business Development, Financial Cooperatives Outside Quebec, you will develop and manage initiatives to:

Support an exciting mandate to strategically grow Desjardins’ market share and brand visibility across Ontario, Atlantic and Western Canada
Develop a pipeline of cross-sector growth opportunities working in conjunction with the Pan Canadian business development committee
Present cross-selling prospects and recommend an approach for joint offers
Identify existing synergies to maximize the potential of Desjardins’ major accounts and actively pursue new mutually beneficial agreements
Participate in the submission of RFPs for the B2B business development portfolio – developing material, researching and writing proposal content
Support business development activities including event planning and execution, conference and tradeshow participation, and creation of new tools, databases, shared resources, and best practices
Represent and engage Desjardins within the framework of agreements with partners or external organizations always ensuring professional and responsive engagement with clients
Organize material for meetings with major clients capitalizing on our ONE Desjardins objective and approach
Act as an intermediary in initial discussions between managers and specialists in business sectors and clients
Represent your unit on various committees made up of senior management and on decision-making bodies including the Pan Canadian Leadership Team and its sub-committees as required
Establish growth measures, document objectives, and provide regular reporting on results of the action plan
Build and maintain connections with lines of business that represent growth levers in OAW
Monitor the industry to understand and anticipate trends in your specialty area and make recommendations
Drive continual improvements in workspace / process / technology to enable highest efficiency.

You are an excellent communicator, a generous listener, analytical and organized. You will work with all areas of the organization. Coordination is critical, so you frequently interact with stakeholders working in a wide range of other fields. Interpersonal savvy is essential.

How You Work

You engage with purpose to find the right solutions and go the extra mile, because it is the right thing to do. You enjoy making sense of, gathering, and restructuring information to build initiatives from a variety of sources. You are confident in your ability to communicate detailed information in an impactful way and know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together towards a shared vision. Your influence makes an impact because you know that relationships and networks are essential to success.

What you’ll bring to this role

Excellent interpersonal relations, verbal and written communication skills, ability to work on the ground floor through senior levels, and with conflicting views and opinions.
Ability to use analysis, experience, and judgment to develop meaningful insights and recommendations
Ability to work in a fast-paced environment with sometimes ambiguous, unpredictable circumstances or changes, and comfortable making informed decisions without all the information.
High degree of detail orientation with the ability to research and analyze, transforming information into actionable insights and processes
Autonomy, initiative, judgment, and known for teamwork
The ability to synthesize and make sense of large volumes of information

Additional Responsibilities

Work closely with our partners to understand business requirements and facilitate solution discussions to ensure you meet project needs.
You build strong relationships, lead discussions, listen and ask the right questions to ensure our work meets requirements.
Maintain a collaborative work environment and support Desjardins team members to optimize and reach our partners goals.
Maintain lasting, personal business relationships with important partners to promote services
Manage accounts by serving as the link between partners and the organization and ensuring that partners have the products and services they need, are using them correctly, and are satisfied with them.
Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
identify and analyze members/partner’s needs; develop custom solutions; prepare integrated service offers that balancemember/partner satisfaction, profitability and risk; and negotiate terms
Watch for business opportunities that would add a competitive edge to existing products and services.
Take an active role in public relations activities and maintain a presence in the Canadian cooperative community.

Other Working Conditions

Number of jobs available: 1
This position may work remotely from a location in Canada.

Qualifications

Bachelor’s degree in Business Management or in a related field or experience as noted
A minimum of eight years’ experience in preferably a combination of operational, partner facing, process management, marketing, customer success and/or stakeholder engagement fields, preferably in the credit card or payments industry
Credit union or banking experience preferred
Bilingual (French and English) is essential

Please note that other combinations of qualifications and relevant experience may be considered
Specific knowledge

Demonstrated ability to learn and succeed in a fast-paced high change environment
Strong verbal and written communication and presentation skills
Superior skills using MS Office tools, particularly PowerPoint and Teams
The ability to clearly convey concepts and services internally and to partners
Strong interpersonal and relationship management within a cross functional environment
Proven ability to set priorities, meet goals, work independently, and to contribute to a team effort
Proven problem solving and analytical skills
Proven organizational and time management skills and the ability to handle multiple tasks and prioritize duties

Desjardins Cross-sector Skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Business insight, communicates effectively, Organized, Strategic mindset

Work Location

Currently work from home, aligned with the nearest Desjardins office (Vancouver, Calgary, Winnipeg, Toronto, Montreal)

MoneyWorks Wealth Advisor

MoneyWorks Wealth Advisor – Nelson or Cranbrook Area

Position Name

MoneyWorks Wealth Advisor

Position Description

An Exceptional Career & Vibrant Lifestyle. Have it all at EKC or NDCU MoneyWorks

For more than a decade, East Kootenay Community Credit Union, Grand Forks Credit Union and Nelson & District Credit Union have been partners in providing wealth management services to members. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of EKC MoneyWorks or NDCU MoneyWorks in the communities it serves. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Hybrid arrangements will be considered. Travel is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation or equivalent and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates who hold a post-secondary designation.

Closing Date

When Filled

Job Location

East Kootenay region, West Kootenay region, BC

How to Apply

To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. To learn more about NDCU MoneyWorks, please visit our website at www.nelsoncu.com. Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:

Human Resources at MoneyWorks:

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

Senior Marketing Advisor

As a Senior Marketing Advisor, you analyze market needs to develop and lead marketing strategies to meet partner/client requirements, supporting business development.

You work along side our Marketing and Client Experience teams to serve as a resource person to partners to provide strategic advice and assist them with tailored marketing strategies to build their credit card portfolio. You recommend solutions to improve or optimize standards, policies, and programs. Your projects and initiatives require extensive knowledge of your line of work.

You prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.

General Information on the Position

This position is within a division of the Desjardins Group called Collabria Financial.

Collabria Financial is a Canadian credit card issuer offering customized card programs for Canadian credit unions, serving their consumer and business members in a B2B2C framework. Collabria is a client-centric, payment solutions provider created expressly to help financial institutions and Credit Unions gain the benefits of increased operational control and improved member relationships.

At its core, what sets Collabria apart is its foundation in partnership, collaboration, and responsiveness. The successful candidate will have a strong desire to learn and collaborate with internal and external stakeholders, be very organized and detail oriented and willing to dig deep to analyze and solve problems.

Main responsibilities

Analyze partner profiles, operations, and portfolios to understand their marketing needs
Lead the development and the implementation of partner tailored marketing campaigns, from brief stage to in-market execution
Lead projects, initiatives and activities and diagnose issues, challenges, and needs to determine target outcomes
Develop and help implement objectives, solutions, and action plans
Analyze data, conduct studies, make recommendations, and write summaries.
Keep abreast of emerging trends and share best practices knowledge and insights.

Other working conditions

Workplace: Position located in Toronto, Montreal, Calgary, Burnaby or Winnipeg, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid Work from Home may be available for the right candidate.
Number of jobs available : 1

Qualifications

Bachelor’s degree in a related field
A minimum of 4 years of relevant experience
Previous experience in the credit union system and/or payment industry is preferable

Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Strong communication skills in French and English, both oral and written (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Business insight, Interpersonal Savvy

Unposting Date

2022-10-2

To apply to this job, please visit: Careers (myworkdayjobs.com)

Wealth Management Administrative Associate

Title: Wealth Management Administrative Associate

Reports to: Vice President of Business Development

About CUSO Wealth Strategies Inc.

With a Head Office located 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 currently works with 6 BC and 3 Alberta credit unions partners with combined wealth management assets of more than $1.2 billion.

Basic Purpose of the Role

Currently, within the 9 credit unions that the CUSO serves, there are 12 wealth management administrators. The Wealth Management Administrative Associate will serve as the first point of contact for the wealth management administrators in both a support and mentoring capacity. This will include being a power user of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group.

This position will also provide administrative and governance support to the CEO.

About the Role

This is a permanent part-time position of three days per week (22.5 hours) with an opportunity for additional hours as mutually agreed. The hours are flexible within the standard work week and the location is the Kelowna office or a remote work arrangement within BC or Alberta.

Major Responsibilities

Be the main point of contact for the wealth management administrators located in various credit unions in BC and Alberta. In this capacity the Wealth Management Administrative Associate will support all levels of skill sets and work experience with the focus to help each office become efficient and effective in the administration support for the Wealth Advisors. Duties include:
1. Providing guidance, training, and support to increase comfort and proficiency with CRM
2. Acting as an intermediary with dealer back-office administrative issues
3. Coordinating and conducting regular team meetings with the administrators, encourage collaboration, support and sharing of information
4. Providing support and training to new wealth management administrators
Undertake all governance related activities to support the CEO and Board of Directors in the regular day to day, monthly quarterly and annual business requirements.
Complete other related tasks and special initiatives consistent with the scope and purpose of the position.

Qualifications

A minimum of five years’ recent, related experience in an administration capacity working with financial advisors is required
Proficiency with Excel and the MS Office suite of products
Background in using and supporting a CRM program (preferably Maximizer)
Excellent administrative skills including experience with, or an interest in learning, board governance administration
Strong written, verbal communication, and interpersonal skills
Proficiency with technology and enthusiasm for learning and adopting technology innovations and tools to enhance proficiency
Strong organizational, time management and problem-solving skills
Excellent service and relationship building skills including the ability to interact one-on-one and facilitate small groups to share knowledge, mentor, and train
Proven ability to be a self-starter and work independently with minimum supervision
Familiarity with 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

Other Requirements

Ability and willingness to travel to Kelowna to be onsite at CUSO office 3-4 times per year
If working remotely, a workspace which provides for personal health and safety and ensures the safety 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 October 14, 2022.

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

Senior Manager: Commercial Adjudication

Are you seeking an opportunity that provides a great work-life balance, along with the opportunity to build a satisfying career and be part of an organization that puts their community and employees first? If you have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market, we encourage you to read on!

THE AREA: ‘Come for a visit, stay for a career!’

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees. Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services. We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com

THE OPPORTUNITY:

We have an exciting opportunity for a Senior Manager Commercial Adjudication to join our team. The position is based out of Trail, BC however we are open to consider remote work options for the right candidate.

As Senior Manager Commercial Adjudication you are responsible for the operational control of the credit union’s commercial lending portfolio, commercial adjudication and retail & commercial administration in a manner that supports operational efficiency and ensures compliance with regulatory and organizational practices, policies & procedures, and risk framework.

Your main responsibilities include:

Being accountable for the planning, development, and implementation of policies, programs and strategies in support of commercial lending functions and credit support lending administration

Providing operational oversight of compliance with enterprise risk management (ERM) policies and practices and maintenance of lending operations, risk, and administrative practices, policies, and procedures
Providing managerial and administrative control of the commercial lending portfolio, adjudication and retail and commercial credit support administration
Being accountable for providing managerial direction and leadership to the centralized management team to achieve established organizational performance goals
Being accountable for operational oversight of commercial annual reviews and renewals of credit facilities in the commercial credit portfolio
Providing managerial oversight of the commercial credit collection function and having accountability for identifying areas of potential risk and initiating actions to mitigate potential losses within established controls
Commonly acting as a project lead, as well as supporting the execution of a variety of cross-functional strategic projects

The ideal incumbent will possess:

A Bachelor’s Degree or designation requiring 3 to 4 years’ full-time study or equivalent
A minimum of 10 years’ progressive leadership experience in the financial services industry with a focus on commercial credit execution, oversight, adjudication, underwriting and credit design
Advanced knowledge of commercial credit underwriting policies and procedures
Advanced knowledge and experience in managing commercial credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
Strong experience in policy and procedure administration, internal controls and auditing systems
Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
Strong knowledge of information technology best practices and the ability to keep abreast of new technologies
Knowledge of and commitment to maintaining current knowledge of legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
Strong project management and planning skills

Leadership Competencies:

The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
The ability to develop breakthrough strategies that clearly differentiate the business within the communities it serves, while operating in an environment of flux, rapid change, and technological disruption
The ability to understand and leverage knowledge of the credit union and financial system including key external relationships, political and economic forces, emerging alliances, competitors, and the regulatory context
The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

Competitive salary of $96K – $121K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care spending account
Paid vacation, sick time and floating holidays
Confidential employee and family assistance program
Continual training, development and coaching
Unique staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

Please apply online through the careers section of our website at kscu.com to upload your cover letter, resume and complete the application questions.

Closing date: Open until filled

We thank all applicants for their interest; however only short-listed applicants will be contacted.

Senior Commercial Account Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:

Reporting to the AVP Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location:

We are looking for an experienced, highly motivated and organized individual to fill the role of Senior Commercial Account Manager on a Monday through Friday work week. This position has the option to be based in either our Saskatoon or Vancouver office, both offices are located on First Nations land.

Qualifications:

An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
Results orientated with proven success in growing revenue and profitability
Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
Demonstrated strength in business development and customer relationship management skills
Sound credit judgment and understanding of credit policies and practices
Flexibility to travel as required without limitation
Strong interpersonal and communication skills, both written and verbal
Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to dan.murza@fnbc.ca

We thank those who apply, however, only those selected for an interview will be contacted.

General Manager

General Manager

We have an excellent opportunity to lead a team of financial professionals and deliver world class client service in one of our unique Financial Spas™.

As the Branch Manager, you hold overall accountability of branch operations to ensure growth, profitability, employee development, service and operational excellence. Your business acumen and leadership skills drive the success of the branch and the financial well-being of our clients.

Our General Manager role has opportunities to work on corporate projects and initiatives that will grow your career beyond the branch. Our head office is local, so if there’s something at that next level you want to pursue in the future, the options are available.

Employee Type: Full Time

Schedule: Monday – Friday

Job Category: Management, Client Service and Sales

Location: Burnaby Branch

Key responsibilities of this role are:

Provides exceptional sales and service leadership to branch staff to ensure effective branch operations and successful sales and service to clients. Effectively manages to the BlueShore Financial Spa™ experience
Develops, implements, and manages annual business plan goals and objectives to achieve branch growth and profitability. Manages to the annual branch operating budget
Manages direct reports (including Financial Advisors and Manager Financial Services); participates in the recruitment and selection of new staff; develops individual objectives to meet branch/department goals; evaluates staff performance using performance management system; initiates salary reviews as required; recognizes and rewards employees; takes corrective action as required
Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth. Provides development opportunities for staff through various sources including learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place and results are achieved
Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch. Makes recommendations for approvals above prescribed limits
Approves loans and mortgages within assigned lending limits. Coaches, reviews and recommends all credit deals flowing through branch. Works with senior credit managers for approval of loans above assigned limits
Establishes individual and team sales, service and financial objectives with branch staff ensuring these are understood and results achieved. Regularly reviews objectives and initiates coaching where appropriate
Dotted line supervision of Business Advisors, Wealth Protection Specialists and Investment Advisors. Oversees the “quarterback model”, ensuring partners are brought in appropriately and client relationships are developed and served according the established business model
Reviews all financial plans written by the financial advisors and assists in ensuring financial plans offered are holistic and comprehensive
Works on corporate projects and initiatives assigned, including committees and Enterprise Wide Project Plans

Qualifications and Experience

Bachelor’s Degree in Business, Finance or other related field or diploma in a related field plus additional experience
7-10 years’ progressive experience in financial services industry
5 years leadership/management experience
Personal Financial Planner designation (PFP^®)
Mutual Funds or Canadian Securities Course
Solid understanding of investments and mutual funds
Branch Compliance Manager
Expert understanding of credit
Solid experience in leading and participating in corporate projects and initiatives
Solid understanding of products, service offering, policies and procedures
Solid understanding of people management and coaching

What can BlueShore Financial can do for you?

Opportunities to work on projects that impact the entire organization
A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, team and individual goals
Opportunity to work in a world class, award winning organization
Continuing education assistance
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits.

What BlueShore Financial needs from you:

Accountability, in all directions
A proactive, self starter with a “Can Do” attitude
The desire to lead a team to excellence
Goal-oriented and driven to meet objectives

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We’ve been formally recognized making Kincentric’s “Best Employer in Canada” list 10 years in a row and as one of “Canada’s Most Admired Corporate Cultures” by Waterstone Human Capital.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we’ve been serving the lower mainland for over 80 years! But this isn’t the Credit Union of your childhood. We’re different and better.

Operations Service Representative 2, Estate Assistant

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Operations Service Representative 2, Estate Assistant, so if you’re passionate about building and maintaining relationships with our members to improve their financial health while supporting the Estate Coordinators and branches, we’d like to hear from you!

What’s the role?

As a Operation Service Representative 2, Estate Assistant you are responsible for providing support to the Estate Coordinators and branches to process estate related transactions. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is the responsibility of the Operation Service Representative 2, Estate Assistant to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the Credit Union. As an Operation Service Representative 2, Estate Assistant you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

Set up new estate files and reviews for completeness and accuracy; notifies the Estate Coordinator or Assistant Manager regarding irregularities.
Receives, sorts, and files Estate department mail and documents.
Acts as resource for all branches and handles routine inquiries relating to estate and trust products and related services such as Power of Attorney and committee accounts.
Answer and responds to telephone and email inquiries.
Responds to clearing inquiries relating to preauthorized transactions in Estate accounts.
Assist Estate Coordinators in ensuring branch staff adheres to internal policies and checklists relating to estate/trust administration and funds disbursal.
Identifies time sensitive issues and reviews with Estate Coordinator.
Completes the Dormant Estate Account Report and other Estate related reports.
Fosters relationship building through excellent service and product knowledge.
Performs other duties and back up services as required.

What are we looking for?

Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
Successful completion of CUIC 185 and/or CUIC 200.
Successful completion of the MSR II course and exam.
Solid working knowledge of all Coastal Community products and services.
Solid working knowledge of the banking system.
Solid working knowledge of credit union and Central 1 policies relating to estates, trust and related services.
Actively pursuing the CUIC Fellowship Designation and/or other related education.
Familiarity with Coastal Community’s policies and procedures around estate administration.
Above average MSR/OSR skills.
Demonstrated leadership skills.
Excellent written and verbal communication skills.
Estate and Trust Administration Level 1 course is an asset

Ideally, you are a flexible, collaborative team player with:

Proficient with the Windows suite of programs.
Ability to utilize sound judgement in developing recommendations.
Ability to multitask while providing quality service.
Ability to complete projects and work within time constraints in a high paced environment.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Commercial Account Manager II

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you. Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager II in our Kelowna area. The Commercial Account Manager II supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their commercial credit needs and ensuring verification of secure documentation.

Through strong communication and sales leadership you will develop, pursue and pro-actively manage assigned accounts, referral opportunities and external business opportunities. You will collect and compile information and analyze various reports and trends. You will grant loans to finance commercial activity. Recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit union professionals.

Your experience will assist you in maintaining the credit quality of the portfolio through collections activity, including asset realization and/or legal situations as well as assisting in the training and mentoring of other team members. You will also perform other duties as assigned.

Education

Bachelor’s Degree or a diploma requiring 3-4 years of full time study or equivalent.

Experience/Knowledge

4-6 years of job related experience in the commercial lending field.
Working knowledge of the writing and adjudication of small business and commercial credit.
Incumbent must have his/her own vehicle and be willing to travel.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Senior Service Representative

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!

As a Senior Service Representative, you will support the Branch Manager to provide day-to-day direction and support to the front-line team to achieve objectives, ensure operational efficiency to ensure SASCU’s Member Experience is consistently delivered. You will support the efficient delivery of sales and service by undertaking administrative duties to ensure branch services are provided in a safe and secure manner and provide front-line sales and service to members.

What you’ll do:

Support front-line staff by being a resource and providing in-the-moment and observational coaching, guidance, and technical direction on all front-line products, services, policies, and procedures.
Support with front-line staffing, training, and team development.
Take ownership of member concerns and resolve or support staff in correcting complex and/or difficult member service situations.
Perform Service Representative and Service Specialist duties as required to ensure prompt, professional service to members.
Undertake scheduling activities including administering the timecards and vacation schedule for the branch and front-line staff.
Oversee and monitor front line activities to ensure for the provision of maximum service levels and the smooth flow of work.
Oversee branch cash flows and other negotiable items.
Oversee and provide support to troubleshoot ATM, TCR, coin counter, and various other computer issues that can be resolved within the branch.
Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
Work closely with the Branch Manager to create and support the annual business plan.

What you’ll bring:

One year of post-secondary education or equivalent.
2-4 years’ financial services experience.
Excellent communication and interpersonal skills.
A high level of ownership, accountability, and initiative
Demonstrated sales skills and a solid understanding of credit union products and services, and branch and specialist roles.
A high level of comfort with technology and proficiency using banking software, desktop programs, and cash dispensing equipment;
Are committed to continuous learning and self-development.

This is a full-time, Tuesday to Saturday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.