British Columbia – Page 17 – Credit Union Careers

Supervisor Centralized Services

Williams Lake and District Credit Union

Williams Lake, BC

Supervisor Centralized Services

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, people and service-focused leader to work in concert with the manager supervising the team and taking responsibility for projects.

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 Manager Accounting and Centralized Services as a hands-on member of the team with regular tasks and responsibilities you will supervise the team and take on a leadership role in all projects sponsored by the Manager.

The Centralized Services Department provides a variety of administrative support to our retail branches and our membership, including (but not limited to) loan administration and online banking support.

As the ideal candidate a High School Diploma is required with post-secondary education in Finance and/or Administration desired. Achievement of related designations through cuSource, CUIC, or other industry related education sources is preferred. 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 by, April 8, 2022, 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.

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 courageously face new challenges and opportunities
The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
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 persuade, convince, influence, or gain the commitment of others to support an idea, adopt a specific direction, or commit to an initiative in support of the business of the credit union system
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: Open until filled

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

Branch Manager

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 Branch Manager in our Oliver location. As a Branch Manager with Interior Savings, you are a key contributor to leading a team. You will lead your team by servicing member needs and delivering relevant products and services. You drive the business to increase the member’s share of wallet and assets under administration. You will focus on activities that align with the strategic objectives of the four pillars of the Balanced Scorecard of Financial, Member, Business Operations, and Innovation and Learning.

Through your coaching and leadership you will lead your team to increase member participation levels and ensure the CU is their primary financial institution. 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 members while looking for additional opportunities to grow the business and to educate members on alternative channels. You look for opportunities to assist your team with providing guidance in structuring investment and credit solutions. 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 of the credit union by demonstrating behaviors that are consistent with Interior Savings Vision, Mission and Values. You will work closely with the Supervisor Member Services, Account Managers and Member Service Advisor to ensure strong member relationships. You will coach to and follow the organizational business model when referring members, 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 Relationship Manager in ensuring a strong relationship between the centralized sales force and the Branch. You will also perform other duties as assigned.

REQUIRED QUALIFICATIONS

Education

A university degree in a related field plus the Associate of the Credit Union Institute designation or an equivalent combination of education and experience
Lean White Belt certification

Experience/Knowledge

7-9 years of leadership/management experience preferably in the financial services sector
Knowledge of: employment laws and other relevant legislation, strategic management practices and accounting principles and practices.
Proven sales and service experience in the financial industry
Comprehensive understanding of credit products and procedures
Knowledgeable in full range of investment products

“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.

Financial Consultant (Investment Advisor)

**Posting Deadline: Please submit your application by 11:59 PM PST, April 30, 2022**

Position Type: Permanent

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 a Financial Consultant to support our Comox Valley Region, so if you’re passionate about improving people’s financial health and have experience with investment advice, including managing stocks, bonds and/or mutual funds, we’d like to hear from you!

What’s the role?

Reporting to the Manager, Private Wealth Group, with a functional accountability to the Branch Manager, as the Financial Consultant you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the Financial Consultant you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principle duties and responsibilities.

Your duties will include:

Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short and long term goals.
Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

What are we looking for?

You will hold or be eligible to be IIROC licensed as a Registered Representative in the Province of BC within 9 months of start date
You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
a minimum of 5 years’ experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

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

Working knowledge of various computer software applications including MS Outlook, Word, Excel, and industry specific software; as well as above average organization and computer skills and proven relationship sales ability.
Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

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!

Manager, Member Experience

An amazing opportunity to build your management career with a dynamic employer in a stunning, natural setting.

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 the Manager, Member Experience, you will be a key member of the branch leadership team and will actively interact with members, provide coaching to front-line staff to execute SASCU’s sales and service strategy, and achieve member and employee satisfaction targets. You will lead the day-to-day activities of the front line and offer a full range of products and services to meet members’ needs.

What you’ll do:

Lead and develop the front-line team to actively identify opportunities to recommend products and services to meet member needs and make quality referrals to other teams.
Monitor individual and team targets, identify gaps to target, and implement action plans to close gaps.
Work with the Branch Manager to develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.
Provide coaching, guidance, and technical direction to all front-line staff.
Take ownership of member concerns and resolve or support staff in correcting complex and/or difficult member service situations.
Monitor and assist with orchestrating the flow of members within the branch to ensure all members feel welcomed and attended to in a timely manner.
Ensure adherence to service standards through ongoing observation, communications, and training.
Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
Work with employees to create development plans to ensure employees are prepared for their current role and future roles within the organization.
Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
Acts as Privacy Champion for the branch, ensuring the confidentiality of the member and credit union business is respected.

What you’ll bring:

At least two years post-secondary education.
Four to six years progressive financial industry experience in a sales and service capacity including one year in a leadership role.
Ability to provide effective leadership to staff through on-going coaching and feedback.
Exceptional member service skills.
Competence in resolving challenging situations and complex member issues.
Commitment to continuous learning and self-development.

You’re perfect for this role if you have:

Knowledge of the features and benefits of credit union products and services.
Solid knowledge of credit union policies, procedures, and controls.
Understanding of regulatory requirements pertaining to activities supervised and performed.
Are committed to continuous learning and self-development.

This position is full-time, Tuesday to Saturday. 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.

VP, Operations

Primary Purpose:

The Vice President, Operations (VP, Operation) is a member of the Senior Leadership Team who provides leadership, oversight and coordination of retail banking operations, insurance, financial planning, and facilities for Northern Savings Credit Union. This leader translates business strategies into goals, objectives, and processes to affect sound and prudent operations of the Credit Union all in an effort to ensure exemplary member service.

This business unit leader is responsible for sales and services including, member support, needs assessment, escalation of issues, overseeing the provision of exemplary member service, providing for engagement of employees, managing the operations to be efficient and effective. This position is responsible for the ongoing maintenance of the buildings, efficiency, and good working conditions of the facilities.

The VP, Operations is to conduct their duties while demonstrating positive leadership within the Credit Union and externally in the community. They are to inspire the employees to achieve their maximum potential and produce results in the best interest of the credit union while respecting the members.

Core Occupational Skills:

Sales skills
Recognizes basic financial terminology
General understanding of industry conditions
General knowledge of competitors products and services
General knowledge of the features and benefits of credit union products
Human Resource management (Employee Engagement)
Understands Compensation and benefits
Recruitment
Performance management, conflict resolution
Compliance and labour standards, human rights legislation
Human resource policy and procedure development, implementation, interpretation
Planning/forecasting/budgeting
Credit Union product knowledge
Knowledge of Credit Union philosophies and principles
Working knowledge of Credit Union technology and operations
Understanding of Credit Union Act and regulations; policies and procedures

Education & Experience:

University degree is required
Four to six years of related management experience
Or an equivalent combination of education and experience.
Extensive financial services experience is required.
Expert knowledge of products and services and their regulatory requirements is required.
Experience evaluating and drafting policy and procedures is preferred.
Extensive experience in evaluating all aspects of credit decisions, at a corporate level is required.
Extensive sales and service experience is required.
Extensive lending experience is preferred.

Travel is a requirement of this position.

Please send your cover letter and resume to info@northsave.com.

We thank all applicants for their interest. Please note that we will only contact individuals for an interview.

Manager, Contact Centre

The Organization: SASCU Financial Group

With operations in the Southern Interior of BC, Salmon Arm Savings and Credit Union (“SASCU”) is a forward looking, community hearted financial organization driven to provide world class products and services. With five established locations, including wealth management and insurance subsidiaries, SASCU is continuing to grow in size, offerings, and quality and continues to be the number one financial institution of choice for businesses and residents in the Shuswap region.

To learn more, please visit SASCU’s website.

The Opportunity: Manager, Contact Centre

The Manager, Contact Centre provides overall management to the Contact Centre by leading the team to achieve objectives, ensure operational efficiency, optimize technology, and ensure that SASCU’s Member Experience is consistently delivered through all SASCU contact channels. The Manager, Contact Centre coaches sales leaders to work together to achieve results and implement SASCU’s sales and advice strategy and tactics. The Manager, Contact Centre develops a proactive strategy to lead the Contact Centre to build a greater membership base, and achieve member loyalty and employee engagement targets. The Manager, Contact Centre champions community involvement in the areas that SASCU serves.

The ideal candidate will possess the following qualifications and experience:

Leads the effective use of technology within the Contact Centre,
Business Administration degree or diploma is preferred,
7-10 years of financial industry experience, including at least three years at the leadership level,
3-5 years of experience in a contact or call centre, preferably in a management or supervisory role,
Registered as a mutual funds representative or willing to be licensed within a three-month period,
Experience with contact centre technology (phone systems, web chat, etc.),
Advanced understanding of SASCU products, services, policies, and procedures and branch and specialist roles

The complete opportunity profile can be viewed: Here

Contact: Morgan Maguire or Greg Longster

Leaders International Executive Search

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422

Email: vancouver@leadersinternational.com

System Support Technician

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 System Support Technician. 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 Network Administrator and, as a member of the IT department, you will be responsible for providing day to day technical support by troubleshooting problems related to computer hardware, software and ancillary equipment; and coordinating delivery installation and setup of terminals to the staff of Bulkley Valley Credit Union and its subsidiaries. You will also assist with the administration of the BVCU LAN/WAN infrastructure.

The successful candidate should have a minimum of one to three years of related work experience. The individual should have the ability to apply knowledge in troubleshooting Microsoft operating systems, office productivity software (MS Office), and other associated computer software. A combination of education and work experience deemed appropriate to handle the assigned duties may also be considered. Due to the complex nature of IT environments, excellent communication skills (written, verbal, and interpersonal) are required in order to interact with staff of various knowledge levels.

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://can61.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Kyle Brown, Network Administrator

kbrown@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

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.

Supervisor, Contact Centre

As Supervisor of the Contact Centre, you will supervise and lead the day-to-day activities of the Contact Centre Specialists to achieve objectives, ensure operational efficiency, and that SASCU’s Member Experience is consistently delivered through all SASCU contact channels. Additionally, you will provide coaching to staff to execute SASCU’s sales and advice strategy and achieve member and employee engagement targets. You will actively interact with members via electronic and digital channels.

What you’ll do:

Lead and develop the Contact Centre Specialists to actively identify opportunities to recommend products and services to meet member needs and make quality referrals to sales team as appropriate.
Work with the Manager, Contact Centre to develop a proactive strategy to continually add value during member interactions and have a positive impact on the community.
Take ownership of member concerns and resolve or support Contact Centre staff in correcting complex and/or difficult member service situations.
In conjunction with the Manager, Contact Centre, develop a team environment between the Contact Centre and all business lines.
Ensures adherence to service standards through ongoing observation, communications, and training.
Lead reports through the annual performance management process using goal setting, interim reviews, feedback and year-end reviews to improve results.
Works with the Manager, Contact Centre to collect and analyze Contact Centre statistics to proactively improve service delivery.

What you’ll bring:

At least two years of post-secondary education.
Four to six years progressive financial industry experience in a sales and service capacity, including experience within a call or contact centre, and one year of experience in a leadership role.
Demonstrated ability to provide effective leadership to staff through on-going coaching and feedback.
Solid experience in credit union products and services, consumer lending, and investments.

You’re perfect for this role if you:

Have excellent communication and interpersonal skills.
Are able to provide exceptional member service.
Display aptitude and comfort using technology and learning new systems and programs.
Are committed to continuous learning and self-development.

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturdays as needed. 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:

Senior Account Manager Commercial Services

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.

SENIOR ACCOUNT MANAGER COMMERCIAL SERVICES: Castlegar, BC

Do you… have a strong background in commercial banking and know what it takes to succeed in the competitive financial services market? Do you embrace change and thrive in an ever-evolving work environment? Are you a motivated self-starter with a proven track record of success in business development and relationship building?

If so… we should talk.

We’re currently seeking a Senior Account Manager to join our Commercial Services team!

Reporting directly to the Senior Manager: Commercial Services, you are accountable for the overall management of a portfolio of commercial accounts that exhibit a high degree of complexity, decision making and analysis. As a key member of the commercial management team, you are responsible for soliciting, developing and building long term and profitable relationships to strengthen, protect and grow the commercial portfolio while utilizing strong risk management techniques and providing sound financial advice. Your thorough knowledge of the commercial banking marketplace coupled with your proven communication and leadership skills will allow you to provide effective leadership and oversight to commercial team members.

Remote work options for this opportunity may be considered.

We are looking for someone with:

Post secondary education in accounting, finance, commerce, and business administration
Minimum 7 years progressive experience in sales and service and managing a diverse portfolio in commercial banking environment
Advanced ability to analyze financial statements and understand aspects of lending such as project financing, market/industry analysis, cash management etc.
Advanced credit and interviewing techniques, credit investigation and underwriting skills
Advanced knowledge of segment strategies, structure, as well as lending and deposit products and services
Strong and thorough knowledge of the commercial banking marketplace and the assigned market area’s key industries and competitive positioning
Demonstrates advanced sales and negotiation technique in structuring complex deals
Strong analytical, relationship, interpersonal, communication, presentation and team skills
Advanced business acumen coupled with a demonstrated ability to initiate action to achieve results and meet deadlines while respecting fundamental corporate values
Ability to work independently with confidence and strong commitment to member service
Demonstrated success in business development pertaining to acquisition of new business, prospecting and networking
Ability to attend community events, work flexible hours and travel as required
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 courageously face new challenges and opportunities
The ability to execute business strategies within an uncertain, complex and ambiguous business landscape and ensuring accountability for results
The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that will benefit members and their 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

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
Confidential employee and family assistance program
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 a talented team dedicated to improving our members’ financial lives

If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

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

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: February 25, 2022

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