General Manager, Insurance

Northern Savings Insurance Services, our insurance subsidiary, has an exciting career opportunity. Our current opening for a full time General Manager, Insurance may just be what you have been waiting for. General Manager, Insurance, is the leader of an insurance division and one business unit. The role oversees the daily operations of an insurance office as well the overall subsidiary’s performance.

Primary Purpose

The General Manager, Insurance provides strategic leadership to a multi-branch insurance agency including recommending and implementing strategies and programs to develop and grow the business. Will be responsible to lead the provision of exemplary customer service, provide for engagement of employees, manage the operations to be efficient and effective, take action to mitigate current and emerging risk, and provide for financial health of the unit while contributing to the operational and financial health of Northern Savings Insurance Services and the Credit Union as a whole.

The General Manager, Insurance professionally demonstrates positive leadership within their business unit and insurance division, the Credit Union and externally in the community. The role is responsible to develop and implement strategic and operational business objectives related to the delivery of insurance services. They are accountable for producing insurance specific financial results and customer service excellence. This role acts to inspire employees of Northern Savings Insurance Services to produce results that are in the best interest of the Credit Union, while respecting the needs of its customers and members. The General Manager, Insurance leads the development and training of employees so that they can meet their goals and achieve their maximum potential

Key Accountabilities

Knowledge of Market and Industry:

  • Maintains knowledge of internal and external insurance market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and their implications for the business.
  • Maintains awareness of competition in the market.
  • Maintains knowledge of Credit Union products and services in order to refer customers to the branch, Businesses Services and Financial Planning.
  • Provides leadership recognition for the Credit Union through the identification of subject matter experts at Northern Savings who can share their knowledge in the community at local events or engagements
  • Identifies initiatives to facilitate the Credit Union’s corporate social responsibility in the community and works with staff and community leaders in fulfilling commitments.

Customer Service:

  • Organizes the delivery of products and services to achieve customer service excellence.
  • Monitors the changing customer needs and expectations and adapts to those needs.
  • Ensures professional image of business unit to members and internal customers.
  • Collaborates with staff in addressing services issues and customer concerns.
  • Advises Corporate Office on challenges in delivery of products and services to maximize customer service and on changing member needs and expectations.
  • Is an advocate for Northern Savings Credit Union in attracting new members in order to build the membership base.
  • Actively seeks new customers for the insurance subsidiary and actively seeks to provide additional insurance for a customer’s full needs.

Employee Engagement:

  • Builds a positive, capable team to meet the mandate of the business unit.
  • Builds a positive work environment that is motivating to staff.
  • Works with direct reports in establishing annual personal goals and targets and supervises progress on meeting or exceeding those goals.
  • Provides coaching to enhance employee performance with respect to sales, quality of customer service, processing and delivery of policies, handling of claims, and interpersonal skills.
  • Establishes performance targets for agency branches; monitors performance and provides coaching and direction o agency branches to facilitate achievement of goals.
  • Fosters a culture consistent with the Credit Union’s values and service philosophy.
  • Delivers effective ongoing performance feedback for staff.
  • Identifies training and development needs to assist knowledge level of staff and facilitates delivery.
  • Collaborates with management team colleagues and with Corporate Office staff and leaders.

Operational Effectiveness:

  • Provides for effective functioning of Northern Savings Insurance Services and attaining stated objectives.
  • Identifies process improvements and implements such within unit and shares with other applicable units and with Corporate Office.
  • Facilitates communication between senior management and staff.
  • Contributes to the setting of the business unit’s strategic direction.
  • Addresses day to day administrative issues on a timely basis and facilitates resolutions.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.

Risk Management and Financial Health:

  • Sets unit objectives that are aligned with Credit Union’s strategic direction.
  • Actively monitors level of policy renewals and new policies, commissions, and expenses and takes action to meet established financial goals and/or advising sound reasons for adjustments required.
  • Provides referrals to other business units, i.e. Retail, Business Services, Financial Planning.
  • Ensures operations meet compliance and regulatory requirements as well as abiding by corporate level policy.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.
  • Maintains approval authority for transactions outside staff limits and delegate appropriate limits to staff members.

Minimum Qualifications

Education:

  • Completion of post-secondary education required.
  • Completion of sales training required.
  • Level 3 Nominee License

Experience:

  • Previous insurance sales and service experience is required.
  • Requires an advanced knowledge of insurance products, services, and regulations
  • Previous leadership experience is required.
  • Combination of education and/or experience will also be considered.
  • Demonstrated past community involvement is preferred.

Skills:

  • Effective coaching skills, strong leadership behaviours that motivate and inspire others to achieve directed outcomes and goals. Demonstrated sales skills.
  • Expert knowledge of insurance products and services required.
  • Expert knowledge of insurance software applications is required.
  • Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
  • Ability to communicate and liaise professionally with customers, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills, and experience in Microsoft Office.

Travel is a requirement of this position.

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.

Responsibilities:

  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.

Requirements:

  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

 

Manager, Compliance

Permanent Full-time

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

Annual Salary  $84,395 – $105,494

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

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

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP Compliance & Legal, this position takes a lead role in managing an effective regulatory compliance management framework for Innovation at its subsidiaries to ensure regulatory requirements are met.

How does one do this? Glad you asked!

The Manager Compliance does the following:

  • Promotes an enterprise-wide risk culture
  • Identifies, assesses and monitors regulatory compliance risk
  • Provides guidance to First Line of Defence on compliance aspects of strategic initiatives and new and existing products
  • Monitors the regulatory landscape for changes and communicates those changes to the First Line of Defence as applicable
  • Assists in organizational wide compliance training
  • Supports VP Compliance & Legal with implementation of regulatory compliance management program.
  • Working closely with the VP Compliance & Legal, completes Board and Senior Management reporting
  • Responsible for overseeing Innovation’s complaint handling processes.
  • Assess risk when making decisions, ensuring compliance with all regulatory requirements

Why should you apply?

  • You want to be an ambassador of a forward-thinking, member focused organization

You have:

  • University degree (Bachelor of Commerce or equivalent)
  • 4-6 years of job-related experience or an equivalent combination of education and experience, preferably within a federally regulated financial institution or the Credit Union system
  • One or more regulatory compliance related designations would be an asset, such as: Canadian Anti-Money Laundering Institute (CAMLI), Certified Information Privacy Professional/Canada (CIPP/C), Osgoode’s Certificate in Regulatory Compliance & Legal Risk Management for Financial Institutions.

Information Governance Lead

The Information Governance Lead is accountable the operation of the Information Governance function, overseeing information governance and management functions.
An Information Governance Lead does the following:
  • Data Definitions and Rules Management
    • Maintains a deep understanding of the business and its data needs to assist with change impact analysis and to ensure data definitions and rules accurately reflects the business needs.
  • Data Controls and Metrics Management
    • Ensures the appropriate system and process data controls are in place or gaps identified to ensure the level of data quality expected by the business.
    • Ensures appropriate metrics are identified to assess data health and identify the risks when these controls are not being effective or are missing.
  • DTGC Support and Reporting
  • Responsible for escalating data risks and issues to the DTGC and ensure decisions are documented and communicated.
  • Acts as a liaison between DTGC and Information Governance Agile team as required.
Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Financial Service Administrator

Reports to: Asst VP, Corporate Services
Salary Pay Band: (Min. $38,670/ annum Max. $51,560/ annum)

Position Overview
The Summerland Credit Union (SCU) Financial Service Administrator (FSA) plays an essential role in providing support and assistance to Staff & members through service excellence, and in maintaining the SCU digital repository. The Financial Service Administrator 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. Expectations are that every employee will demonstrate values of integrity, community, relationships, innovation, personal development and co-operative identity through their work and interactions with employees, members, and the community.

Key Responsibilities

Service Leadership
Creating value; growing relationships; learning and development

  • Working with all retail staff of Summerland Credit Union, adopt, implement, and maintain the best
    practices from established practices, procedures, and policies.
  • 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
  • Process all daily correspondence into the digital repository, or any remaining documents, ensuring
    documents imaged adhere to imaging protocols and procedures, including the maintenance and
    assurance all imaged documents comply with current retention schedule(s)
  • Perform administrative tasks as required, including daily branch mail, requests for information and
    other member related monitoring or reporting
  • Provide staff and member support on AFT system
  • Provide support for the retail & commercial 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 compliancemandated processes, and/or other Member contact processes
  • Monitor and deliver exceptional performance with agreed upon goals; with Asst VP, adopt and
    ensure ongoing personal development.

Member & Community Experience
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
  • Understand and demonstrate commitment to our enterprise-wide Vision, Mission, and Values
  • 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
  • Support staff and encourage collaboration to accomplish common goals
  • Expanding knowledge of digital imaging / repository processes to process documents and answer
    staff queries
  • Assist Assistant VP with any special projects
  • 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
  • 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
  • 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/member 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 all SCU products and services
  • An expanding knowledge of computer skills, including MS Windows and Office program
    environments, banking system, and digital imaging software
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally
    and in writing
  • Ability to excel in a flexible & fluid work environment, adapting quickly to changing priorities with a
    willingness to tackle new challenges
  • Knowledge of the complete clearing cycle process is an asset
  • 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
  • Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles, and responsibilities

Experience & Education

  • Minimum of three years’ experience in job related experience
  • Secondary school diploma
  • Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Application Information
Please apply in writing via email to Assistant VP – Corporate Services, Ashley Tite (atite@sdcu.com)

 

UI/UX Designer

Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to modernize our marketing with investments in new platforms like Adobe Experience Manager. To ensure our success, we are looking for UI/UX designer to join our team. This individual will deliver innovative concepts and design standards to ensure cross-site consistency and will drive digital transformation to simplify the experience for our credit union members.

Reporting to the VP, Int Marketing/Data Analytics, the UI/UX Designer is a user experience evangelist and creative problem solver. This individual has a functional understanding of coding and transferring the brand’s strengths and personality seamlessly throughout the interface of a product. The UI/UX Designer brings a wealth of knowledge to our collaborative multi-disciplinary marketing team and provides expertise in mobile and responsive design, visual design programs (such as Adobe Photoshop), and animation and video content for a variety of mediums.

A UI/UX Designer does the following:

  • Define and deliver design components and deliverables including wireframes, mock-ups, user workflows, and interaction rules by working collaboratively with key team members within an agile and iterative design and development environment where timely delivery of design deliverables is critical
  • Develop and manage the member experience design process to deliver creative digital concepts and solutions for our web and mobile properties and incorporate animation as a functional element that enhances the user experience
  • Participate and solution in design workshops, persona development and client journey mapping sessions as well as develop user-centered storyboards, sketches/wireframes, and prototypes
  • Support the creation and maintenance of UI design and graphic standards documentation to help enforce Innovation’s brand coherence, accessibility standards and cross-site consistency
  • Source and treat brand-compliant images and ensure that we meet all brand standards
  • Plan and execute usability testing and stakeholder interviews to solicit feedback from external users and internal teams with the intention of incorporating the feedback into concept and/or application development
  • Drive digital transformations to simplify the experience for our members.
  • Develop and manage business plans and budgets ensuring principles of cost control and appropriate resource allocation is maintained

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

Project Manager

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit, as well as providing a wide range of products and services to maintain credit union leadership in the marketplace.

Project Manager

Term position to March 31, 2023 with the possibility of extension.
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees. Under the direction of a new CEO, SaskCentral is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. To support this journey, we have an exciting opportunity for an experienced professional to deliver high-quality project leadership services that add value to our clients and stakeholders. If you have advanced experience in project management, planning, and effective stakeholder engagement this may be the position for you.

The Job
Reporting to the Chief Transformation Officer, you will manage multiple projects concurrently and lead cross functional teams to effectively implement projects aligned to the organization’s transformational strategy. You will think and work at both strategic and operational levels, knowing when each applies. You will scope key initiatives and support the project planning, budgeting, selection, and prioritization processes. You will provide project status reporting in support of ongoing corporate portfolio management and provide regular updates on project prioritization to Senior and Executive leaders. You will maintain and continuously improve SaskCentral’s project management methodology and ensure tools and templates support business needs and follow leading practices.

The Candidate
The ideal candidate will possess a Project Management Professional designation and a university degree in a related field, combined with a minimum of five years of experience leading and managing corporate projects. Working knowledge of MS project would be an asset. You have strong problem solving and change management skills and are exceptional at engaging various stakeholders to influence decision making. As an effective collaborator, you work with cross-functional teams to drive results and deliver outcomes. Experience in a Business Analyst role and supporting business process improvement initiatives are considered assets.

Please include in your cover letter examples of how you meet the qualifications for this position. Interested applicants are invited to submit their resume in confidence by May 24,2022 on our career page at Recruitment (adp.com).

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

Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

 

Executive Administrator

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 Executive Administrator in our Kelowna Corporate Office. The Executive Administrator supports Interior Savings’ vision of sales & service excellence by providing a wide range of advanced level confidential support to the Executive team including scheduling appointments and developing written communications with minimal guidance.

With high attention to detail and accuracy you will be responsible for proofreading and/or editing management reports to ensure quality and adherence to standard format. You will also draft, consolidate, prepare, and distribute various Management Committee reports prior to meetings. You will prepare agendas, take minutes, and follow up on directives.

With professionalism, tact, and courtesy you file confidential regulatory information for the Credit Union within required timeframes. You develop and maintain strong relationships with the Management and the Executive team and provide executive assistance to members. You can work to tight deadlines and coordinate information from a variety of sources.

With the ability to multitask effectively, you assist with the coordination of corporate employee functions. You will also perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administrator program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Familiarity with the Financial Institutions Act and Credit Union policies, restrictions and approval of procedures relating to FICOM
  • Dictation/shorthand or other transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “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.

Assistant Manager

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.

ASSISTANT MANAGER: KIMBERLEY, BC

Do you… embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The Assistant Manager supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

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 and benefits
  • Paid vacation, sick time and floating holidays
  • Health care spending account
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • 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

For more information about the Kimberley area, please visit the Kimberley Chamber of Commerce site.

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

To apply: Please visit the careers section of our website at kscu.com to complete the application questions and submit your cover letter and resume.

Closing date:  Open until filled

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

Community Branch Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community has to offer as can be seen at www.tourismsmithers.com.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operating Officer and as a member of the management team you will actively manage the operation of the Smithers Branch. You will be responsible for providing leadership and coaching to reporting staff; initiating action to improve growth and development of the branch loan and deposit portfolio; and establishing and maintaining relationships with business and community contacts.

The successful candidate will have a business degree or diploma and a minimum of five years of management experience in the financial industry or an equivalent combination of education and experience. This is an ideal opportunity for someone currently holding a supervisory or lending/account management position interested in gaining branch management experience.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley/Posting/View/100 or directly to:

Mohamed Ladak, Chief Operating Officer

mladak@bvcu.com.

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

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

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