British Columbia – Page 13 – Credit Union Careers

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.

Insurance – Branch Manager

Interior Savings Insurance is a locally owned and operated insurance agency with 16 branches.

As a valued member of our Sales & Service team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with one another and our clients are based on respect and integrity, making Interior Savings Insurance a great place to work and build your career.

We currently have an opening for a Full Time Branch Manager in our Merritt Branch location.

As a Branch Manager with Interior Savings Insurance you are a key contributor to leading a team. You will ensure overall branch sales and service strategy, marketing plans, and operations are consistent with the direction and long-term goals & objectives of Interior Savings Insurance.

Through your coaching and leadership you will lead your team to achieve profitability of the branch. You are responsible for leading and executing on sales and service strategies in support of your region’s corporate business goals. As a coach and a leader you are actively engaged with your team on strategies to meet the immediate needs of the clients while looking for additional opportunities to grow the business. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will be responsible for maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success by demonstrating behaviors that are consistent with Interior Savings Insurance Vision, Mission and Values.

You will coach to and follow the organizational business model when referring clients, preparing for meetings and uncovering needs. Through your strong interpersonal skills you will manage key HR functions including interviewing and hiring, coaching and training, conducting performance reviews and initiating performance improvement plans and progressive discipline as needed. You will work closely with the Regional Manager and act as a positive liaison between branch employees and the Management Team, Department Managers, and other branches. You will also perform other duties as assigned.

Education

Level III Insurance License
- CAIB 1 – 4
Post-secondary diploma in a related field

Experience/Knowledge

5 years experience in the insurance industry
3 years experience with a Level II License and in a supervisory position
Able to manage one of the larger branches
Able to manage more than one branch
Strong working knowledge of insurance products, including both personal and commercial lines; knowledge of appropriate legislation and regulations; ability to meet and deal effectively with clients, resource people, employees and insurance company representatives; ability to make decisions based on consideration of all relevant information; proven ability to coach, mentor, supervise and lead managers and others; working knowledge of computerized administrative systems; strong background in day to day operational issues.

“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.

Controller

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Controller. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Financial Officer and, as a member of the Finance Department, you will be responsible for the financial accounting and budgeting systems for Bulkley Valley Credit Union, Bulkley Valley Financial Services and Bulkley Valley Insurance Services. The Controller prepares annual operating and capital budgets for review; compiles and analyzes budget requests and justifications for expenditures; incorporates branch budgets into the overall budget; monitors budget, analyzes and reconciles variances, and takes corrective action. The Controller monitors and manages overall credit union accounts payable and general ledger accounts; monitors credit union accounting systems and procedures; identifies short-comings and introduces new or improved accounting methods; develops and recommends to the Chief Financial Officer the implementation of new and revised accounting policies and standards. The Controller creates an environment where the finance staff are encouraged to provide high quality service to our staff in a professional manner. They oversee the finance staff to ensure effective performance and results through coaching and development of staff to their full potential. The Controller performs the duties and requirements of Alternate Privacy Officer.

The successful candidate should hold a minimum of three years accounting experience and a Bachelor Degree specializing in Business Administration/Commerce is required. The successful candidate should have completed or be currently enrolled in a designated professional accounting program (CPA).

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Borden Armstrong, Chief Financial Officer

barmstrong@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax: (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Network Administrator

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Network Administrator. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Information Officer and, as a member of the IT department, you will be responsible for providing day to day administration of the network infrastructure for the credit union and its subsidiaries. The Network Administrator troubleshoots basic problems related to networking hardware, software, and ancillary equipment, including but not limited to all server-class hardware appliances, switches, routers, and other rack-mounted networking equipment. The Network Administrator coordinates the testing and installation of server-side software upgrades and monitors and tunes performance of server systems and ancillary equipment. The Network Administrator liaises with contractors and suppliers to resolve problems and/or to install software upgrades or enhancements. The Network Administrator works with the System Support Technician to ensure that support documentation is created, and updated as necessary, for all software applications. The Network Administrator, as part of the technology team, efficiently provides administrative support to all locations of the credit union and its subsidiaries.

The successful candidate should hold a minimum of Microsoft certifications and/or 5-7 years’ related work experience in the field of information technology, preferably in a financial institution or credit union, is desired. The individual should have, or be working towards, either an A+ and/or Network+ certifications. The individual should also have, or be working towards, a Diploma/Bachelor Degree specializing in Information Technology or currently enrolled in the program. The individuals exhibits a demonstrable knowledge of network administrative tasks, including strong trouble shooting skills over a multi-branch, virtualized WAN/LAN environment. A combination of education and work experience deemed appropriate to handle the assigned duties may also be considered.

As this position involves travel to all branches of the Bulkley Valley Credit Union, a valid BC Driver’s License with an available vehicle for use is required. The applicant must either currently reside in OR be willing to relocate to the Bulkley Valley.

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Joseph Meyers, Chief Information Officer

jmeyers@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax: (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Chief Retail and Business Officer

Chief Retail and Business Officer

BlueShore Financial is a boutique financial institution, helping our clients improve their financial well-being with a full range of personal and business banking, wealth management, insurance and commercial lending solutions. Serving clients from our Financial Spa® branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer $7 billion in assets under administration and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. Our combination of customized solutions, expert advisors and dedication to long-term client relationships foster an environment of financial wellness for the communities we serve. We have an exciting job opportunity to lead BlueShore’s evolving client strategy as the Chief Retail and Business Officer (CRBO).

Reporting to the CEO, this position provides overall leadership and input to strategy, vision and future business direction as a member of the Executive Leadership Team (ELT). The primary accountability of this role is to oversee all retail branches including business, call centre operations and wealth management to support the client experience and the attainment of corporate goals. The CRBO liaises closely with information technology and marketing & communications to identify high impact opportunities for the client experience through digital and channel transformation complementary to the branch experience.

Our ideal candidate will have a diverse range of business competencies at the executive level and be an agile life-long learner who thrives in an ever-changing financial services environment.

Employee Type: Full Time

Closing Date: August 9, 2022

Job Category: Executive Leadership Team

Location: BlueShore Financial Head Office – North Vancouver

Key responsibilities of this role are:

Strategic Leadership:

Develops and leads the execution of long term business strategies, considering corporate goals, complex external factors, client and employee engagement, risk assessment, and evolving regulatory and legal requirements.
Participates as an active member of the Executive Leadership Team by contributing to enterprise wide and departmental strategies, adding value from a strategic client perspective while maintaining an enterprise-wide view.
Oversees client-facing departments and branches consisting of over 225 employees, serving 40,000 clients, and is accountable for the structure, hiring, training and capacity of the banking team.
Identifies and leads the client engagement strategies to advance BlueShore Financial’s vision and goals, including identifying high impact opportunities for digital and channel transformation.
Monitors, recommends actions and/or maintains profit and loss responsibility.
Advises ELT and the Board of key client risks, opportunities and mitigation strategies involved in setting corporate strategy.
Accountable for compliance with audit and security standards, policies and procedures across the retail network. Maintains loan and investment quality in conjunction with credit approval.
Identifies, interprets and leads the change initiatives, employing and implementing best practices and project leadership / sponsorship techniques.
Proactively coaches direct reports to assist them in achieving career success and growth; provides development opportunities through access to learning sessions, internal and external training, and education. Ensures each employee has a learning plan in place and results are achieved.
Leads by example through actions consistent with BlueShore’s leadership competencies such as agility, strategic thinking, emotional intelligence and people development.

Analytics:

Oversees the development of methodologies to interpret client data, measure opportunities and risks, and provide quantitative and qualitative analysis to business and executive teams.
Leverages tools that identify, align, and build on BlueShore Financial’s client engagement capabilities in order to protect BlueShore Financial’s interests and brand.
Shares results of analyses with others across BlueShore to enable data-driven decision making and support the BlueShore Financial Digital Strategy.

Knowledge:

Maintains a thorough knowledge of BlueShore Financial products, services, policies and procedures as it pertains to branch/business unit operations.
Maintains a solid knowledge of the latest industry trends and best practices, ensuring optimal performance of the Business, Retail and Wealth departments, which in turn influences various departments and business overall.
Plays an active role as a participant and thought leader in industry events, seminars, interviews and workshops.
In partnership with the CRO, monitors federal and provincial legislations in addition to evolving legal requirements. Ensures compliance with applicable provincial and federal regulations, disclosure requirements, and Market Code of Conduct.
Ensures alignment of current industry trends with strategic direction of the organization and by providing insights and oversight in the spirit continuous improvement.

Qualifications and Experience

10+ years directly related leadership experience in the financial services industry
(minimum of 5 years at the strategic level)
Successful experience working with Boards of Directors and Board Committees
University degree or related diploma, graduate degree preferred
Certified Financial Planning Certification preferred
Partners, Directors and Officers (PDO) or similar securities education preferred
Proven experience in advisory services for retail and commercial lending, deposits, and investments
Strong relationship management and advocacy skills
Proven leadership skills and ability to influence at all levels of the organization
Experience in large scale change management
Superior communication, interpersonal and presentation skills
Strategic vision and thinking; strong capacity for strategic analysis

What can BlueShore Financial can do for you?

Opportunity to lead a unique and differentiated client proposition offer in the credit union industry.
Competitive compensation including an executive bonus program which pays a variable cash reward recognizing short and long term incentives.
Comprehensive Total Rewards including pension, flexible benefits, wellness programs, hybrid work, and social/community engagement opportunities.
Opportunity to be a key contributor and leader in a world class, award winning organization.

What BlueShore Financial needs from you:

Proven depth of experience in financial services at the executive level.
Thrives in a dynamically changing environment.
Demonstrated lifelong learner.
Engages and inspires others with purpose.
Accountability in all directions.
Fosters inclusiveness.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national accolades for our progressive practices.

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 received numerous Kincentric “Best Employer in Canada” awards and have been inducted into Waterstone Human Capital’s “Canada’s Most Admired Corporate Cultures” Hall of Fame.

Marketing Growth Specialist

This is a great opportunity to join a creative and well-established team of marketing professionals!

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 Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As SASCU’s Growth Specialist, you will carry out strategies to pursue growth for all SASCU business lines and the brand overall, including growth of members and clients. Providing strategic content creation, development, and execution in print and digital, you will be fundamental in introducing new campaigns promoting SASCU products and services to reach defined target audiences. You will advance the value of being part of SASCU.

What you’ll do:

Develop and execute content strategies to effectively reach desired target audiences and achieve marketing goals.
Liaise with team members and consultants on creative and design concepts to ideate and define content goals.
Engage staff in the delivery of campaigns and how the campaign ‘shows up’ in branch.
Research content and financial services trends to ensure content is relevant and appealing.
Work closely with team members to develop implement, and optimize a personalize marketing strategy.
Create content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
Enhance SASCU’s position as a financial partner via social media and other digital channels including SASCU’s website; and executes the Social Media Strategy in collaboration with the Community Lead, including sourcing, writing, creating, and coordinating content material.
Lead engagement and development of the Marketing Ambassador team to provide regular communication and face-to-face interaction with branch staff.

What you’ll bring:

Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
Experience using social media tools to execute online marketing strategies, grow social media channels, and track engagement and sentiment.

You’re perfect for this role if you have:

Comprehensive knowledge of market/customer analysis principles, methodologies, tools, and techniques, and of social media across multiple platforms.
Working knowledge of project management fundamentals and proven ability to manage a variety of projects simultaneously through to completion.
Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.
Superior written and oral communication skills.
Advanced Microsoft Office (Excel, Word, PowerPoint) skills, and working knowledge of Google Analytics and HTML coding is preferred.
Attention to detail and high level of accuracy.
A valid driver’s license and access to reliable transportation is required.

This is a full-time, Monday to Friday 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.

Flexible Work Arrangements:

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch presence is required.

A bit about SASCU:

Senior Manager: Commercial Adjudication

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues 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.

Do you… have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market? Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in commercial lending oversight, adjudication, and underwriting?

If so… we want to hear from you!

We’re looking for a Senior Manager Commercial Adjudication to join our team.

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

Remote work options for this opportunity may be considered.

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. 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

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

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

Closing date: July 29 2022

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

Contact Centre / Financial Services Representative

Contact Centre / Financial Services Representative

Reports to: VP-Retail Services
Salary Pay Band: 9 ($38,670 – $51,560)
Last Revised: June 2022

Position Overview
Summerland Credit Union (SCU) Contact Centre / Financial Service Representative (CC FSR) plays an essential front-line role on the branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members or referring them to fellow experts. Building trust and loyalty with each member interaction, the CC FSR gains a deeper understanding of the member needs to deliver financial solutions that will enhance their financial well-being.

A key function of this role is to utilize networking, make sound decisions, recommendations, and / or referrals to support growth, retention, and profitability. The CC FSR strives for an exceptional level of service and plays a vital role in front line member interaction to maintain positive member relationships while enhancing the brand of SCU throughout the region as a respected leader of financial solutions.

Key Responsibilities

Sales & Service Promotion
Creating value; growing member relationships; learning and development
• Develop member relationships, as well as promote and complete the sale of a range of deposit products by identifying and pursuing opportunities within existing member portfolio through referrals
• Provide individualized financial counseling and information to members on loan services, electronic services, credit cards, deposit and services products offered, including evaluating loan requirements, and making recommendations to lending staff
• Respond to members’ enquiries positively by providing information on the features of each product and service; resolve routine member problems and concerns with all credit union products & services or refer members to another team member for lending.
• Proactively contact members periodically to identify present and future needs for additional opportunities
• Keep apprised of changing rules and regulations pertaining to relevant legislation requirements, lending, deposit products and services.
• Provide support for other departments or positions as required

Member Experience & Community Involvement
Building member loyalty; staying informed; building community connections
• Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
• Gain a deep understanding and demonstrate commitment to living our Vision, Mission, and Values
• Cultivate new opportunities and enhance long term relationships that contributes to a positive member experience while building future opportunities
• Demonstrate functional knowledge of all products and services and use active listening skills when interacting with members to identify financial needs, goals, and objectives
• Maintain a professional appearance and organized workspace; with each member interaction provide a welcoming environment by using their name and addressing needs/concerns in a professional manner
• Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships
• Effectively and efficiently complete various member servicing activities and administrative duties.

Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
• Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
• Maintain and expand technical knowledge of financial products, systems, and services
• Maintain a positive, responsive, and respectful relationship with peers
• Recognize and celebrate team successes; encourage teamwork and collaboration
• Support staff and encourage collaboration to accomplish common goals.

Risk Management
Member confidence; risk/loss mitigation
• Ensure all documentation pertaining to accounts, products and services is prepared and/or executed in accordance with established policies, procedures, and relevant legislation
• Adhere to all policies and procedures to mitigate risk of loss to SCU
• Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
• Maintain up to date and complete Member files with documentation in hardcopy and/or electronic form as required
• Display confidence and exercise sound judgement in decision making

• Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
• Displays awareness of the financial services industry and understands the components for organizational success
• Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions
• Gains the confidence and trust of others through honesty and integrity
• Demonstrates strong attention to detail and accuracy in completing work and providing information
• Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments, as well as the banking system.

Experience & Education
• Minimum three (3) years’ experience financial, retail or hospitality industry
• Secondary school diploma
• Minimum one-year post-secondary formal education, or equivalent
• Completion of CUIC Fundamentals of Personal Financial Planning course
• Maintain proficiency with developing systems, applications, and productivity programs
• Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

Loans Financial Service Administrator

Loans Financial Service Administrator

Reports to: VP-Retail Services / Asst VP-Corporate Services
Salary Pay Band: 9 ($38,670 – $51,560)
Last Revised: June 2022

Position Overview
The Summerland & District Credit Union (SDCU) Loans Financial Service Administrator (LFSA) plays an essential
role in support and assistance to Staff & members while providing service excellence and fostering
relationships with their positive attitude and excellent product knowledge. The LFSA understands
the importance of ensuring that lending documentation and processes are completed accurately and in
a timely manner. The successful applicant has a positive and adaptable approach with strong
attention to detail, excellent technology skills, excels in a flexible & fluid work environment,
and has effective relationship building skills both within the organization and externally with
member interactions.

A key function of the role is to ensure an exceptional level of service for staff and members to
enhance the brand of SCU throughout the region as a respected leader of financial solutions.

Key Responsibilities

Service Leadership
Creating value; growing member relationships; learning and development
• Provide lending support as needed, including processing, posting, auditing and verification of loan applications and related documentation to ensure accuracy in computerized loan systems and manual paperwork completion, or other related tasks providing appropriate documentation preparation, correction and processing within appropriate relative risk, legislation and/ or regulations
• Working with all SCU staff, adopt, implement, and maintain the best practices from established practices, procedures, and policies.
• Provide support for Lending departments, as well as other departments or positions as required
• Serve, inform, and educate Members with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Member contact processes, including routine merchant Mastercard inquires, or refer to Merchant Solutions as required
• Maintain loan security for personal loans and assist commercial department with other duties as required

• Keep apprised of changing rules and regulations pertaining to relevant legislation requirements, as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Act as internal auditor for all retail staff’s day work, checking accuracy against banking system and reports; reviews and corrects banking system anomalies identified on BI reports; tracks day work to identify serious errors, misuse, or training needs; reports exceptions to appropriate Manager
• Process all documents received from Retail Services, or other departments, as required
• Administer all applicable registered products, including all reporting
• Monitor and deliver exceptional performance with agreed upon goals; adopt and ensure ongoing personal development.

Member & Community Experience
Building member loyalty; staying informed; building community connections
• Understand and demonstrate commitment to our enterprise-wide Vision, Mission, and Values
• Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
• Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships.

Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
• Maintain and expand technical knowledge of financial products, systems, and services
• Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
• Maintain a positive, responsive, and respectful relationship with peers
• Support staff and encourage collaboration to accomplish common goals
• Expanding knowledge of digital imaging / repository processes to process documents and answer staff queries
• Recognize and celebrate team successes; encourage teamwork and collaboration.

Risk Management
Member confidence; risk/loss mitigation
• Ensure all documentation is prepared and/or executed in accordance with established policies, procedures, and relevant legislation by keeping apprised of changing rules and regulations as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
• Maintain up to date and complete Member files with documentation in hardcopy and/or electronic form as required.
• Expanding knowledge of fraud management processes & anti-money laundering (AML) policies
• Electronic files are maintained utilizing approved software
• Adhere to all policies and procedures to mitigate risk of loss to Summerland Credit Union
• Display confidence and exercise sound judgement in decision making
• Take necessary action on issues or concerns arising from reviews and audits

Skills & Attributes
• Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
• Committed to personal growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
• Instills confidence and trust of others through thoughtful, clear, and open communication
• Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments
• Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
• Organizes work and assignment of tasks to maximize efficiency and responsibilities
• Displays strong awareness of policies, procedures, and practices as they relate to a lending environment to ensure requirements are met and improved as identified
• Understanding and confident ability to deal with lending, deposit, and insurance products
• Demonstrates strong attention to detail and accuracy in completing work and providing information
• Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions

Experience & Education
• Minimum three (3) years in related job experience (financial, retail or hospitality industries)
• Secondary school diploma
• Completion of CUIC Fundamentals of Personal Financial Planning course
• Minimum one-year post-secondary formal education, or equivalent
• Maintain proficiency with developing systems, applications, and productivity programs
• Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Senior/Intermediate Loan Administrator and Accounting Clerk

Senior/Intermediate Loan Administrator and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This role will be appointed as Loan Administration and Accounting Clerk, or Senior Loan Administration and Accounting Clerk based on qualifications and experience of the candidate.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Senior Accountant with liaison with Supervisor Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Retail Loan Administration involves back-office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

The Senior Loan Administration and Accounting Clerk will coach and provide guidance to Loan Administration and Accounting Clerks and new hires.

As the ideal candidate you will have relevant tertiary education, experience with Microsoft Dynamics NAV or Business Central, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.