President and Chief Executive Officer

THE ORGANIZATION: COASTAL COMMUNITY CREDIT UNION
Providing services for over 70 years, Coastal Community Credit Union (CCCU) is the largest Vancouver Island-based financial services cooperative and among the 24 largest credit unions in Canada when measured by asset size. With $3.3 billion in balance sheet assets plus $1.0 billion in wealth assets under management, CCCU operates a network of 24 full-service locations and one centralized contact centre with extended service hours. CCCU provides personal, business and commercial banking services, complemented by its wholly-owned subsidiary Coastal Community Financial Management Inc., which provides wealth management services through its Coastal Community Private Wealth Group division, and its 50% equity interest in an organization that that owns two subsidiaries offering personal and commercial insurance solutions. The Coastal Community family of companies serves Vancouver Island and the Gulf Islands, from Victoria to Port Hardy offering a full range of services in retail banking, regional business services, insurance, wealth management, trust and estates.

Since 1946, the satisfaction and happiness of their members and clients have been paramount. “That’s why we’ve grown to be the largest financial services organization based on Vancouver Island, the Gulf Islands, and Discovery Islands.” They’re passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities. They offer caring and helpful service integrated across their business lines to meet their member’s financial and protection needs. CCCU is committed to helping build healthier communities through a variety donations, sponsorships, scholarships, and fundraising efforts.

Vision:
CCCU will be leaders in building relationships that improve financial health, enrich people’s lives, and build healthier communities.

Purpose:
Member/Client Experience
CCCU will be the leaders in building strong relationships, by being more helpful and caring, and improving financial health.

Employee Experience
CCCU will be the leaders in creating an environment where they say great things, do great things, and where they want to stay.

Community Experience
CCCU will be the leaders in making a visible and meaningful difference in building healthier communities. Their communities are their home.

Values:
Accountability, Cooperation, Excellence, Innovation, Integrity, Responsiveness, Social Responsibility.

With a progressive, collaborative, and empowered employment culture, CCCU is proud to be a certified Great Place to Work® and on the Best Workplaces in British Columbia list for several years.

To learn more, please visit Coastal Community Credit Union’s website.

THE OPPORTUNITY: PRESIDENT AND CHIEF EXECUTIVE OFFICER
Reporting to the Board of Directors, the President and Chief Executive Officer (CEO) is based at CCCU’s head office in Nanaimo and will provide strategic leadership and operational direction to the Credit Union and its related subsidiaries. The CCCU Board of Directors is seeking a passionate leader who will inspire the organization and lead it through any potential economic challenges on the horizon.

More specifically, the CEO will ensure that:

The organization’s strategic plan aligns with our mission, vision, and values;
Strategic goals and objectives are implemented;
Relationships with key stakeholders are built and maintained;
Strategic linkages and partnerships are developed and maintained; and
That performance measurements, management controls and critical success factors are developed for business discipline.

Key Accountabilities
Board Relations:

Provide regular updates to the Board on operational and financial performance of the credit union and its subsidiaries;
Inform the Board of activities which may significantly affect the organization, and refer promptly to the Chair any matters which may require Board action;
Prepare and present strategic positions to the Board for approval; and
Consult with the relevant committees on any potential or planned changes to the composition of the Management Executive personnel for CCCU or the subsidiary organizations.

Communications:

Communicate, clarify, and interpret the organization’s vision, mission, values, and success factors with all constituencies including the Board, executive management, staff, members, and the community;
Serve as an ambassador for the organization and promote the organization within and outside the region through a corporate social responsibility strategy.

Corporate Culture:

Create a corporate culture that positively influences employees, members, and clients through the consistent behavioral application of our corporate values.

Enterprise Risk Management (ERM):

Ensure the principles of good governance and sound business practices that apply to operational risk are implemented and monitored;
Provide the Board with appropriate reports that will enable the Board to ensure the Credit Union has ongoing and effective risk management processes and whether the Credit Union is in control;
Provide the Board with timely, relevant, and accurate reports on the management of significant risks.

Financial Management:

Ensure the integrity and viability of the organization’s finances, annual budgets, and financial audits;
Ensure systems and processes are implemented to comply with regulations governing the industry and all statutory requirements for reporting and meeting capital and liquidity requirements are met and action is immediately taken to correct any non-conforming situations.

Operations:

Execute, lead, and monitor the organization’s operating plan and budget to implement the strategic objectives and support the strategic plans of the organization;
Establish and implement systems to monitor organizational performance against goals and objectives and ensure performance is continuously reviewed for improvement.

Human Resources:

Proactively engage in succession planning by developing processes and arrangements for the Board to follow in the event of unplanned or planned vacancies for the CEO and Executive Management positions;
Promote a culture of employee development to encourage career progression within the credit union with a view to having internal candidates for all leadership positions;
Assess the performance of all direct reports on an annual basis;
Working with the board-established compensation philosophy to ensure compensation plans are competitive and motivating;
Develop and maintain an effective organizational structure;
Develop, maintain, and monitor standards of business conduct and ethical behaviour for senior management and other personnel;
Lead in the ongoing development of a positive operating culture throughout the organization that promotes innovation and unsurpassed member/ client service.

Professional Development:

Remain aware of evolving practices in Canadian credit union system to ensure that CCCU stays competitive within the industry;
Engage in professional development activities that broadens business knowledge or enhances management skills.

Competencies and Personal Characteristics
Communicates Effectively: Consistently, and in a timely manner, prepares and presents strategic positions to the Board for engagement and approval; collaboratively develops communication processes, clarifies the direction and empowers direct reports to systematically disseminate information to employees and members in a timely manner.
Lead Self and Lead Effectively: Demonstrates effective situational leadership; consistently leads in the ongoing development of a positive learning culture throughout the organization that promotes learning, innovation and focuses on member/client service; seeks feedback from all levels.
Support Others to be Leaders: Strong advocate for development of senior executive team and all levels of leadership; provides visible growth opportunities to other; promotes through words and actions, investment and attention; proactively develops future leaders and leadership capacity at all levels. Removes barriers to open doors for employees both internally and externally.
Know our Business, Recognize Opportunities: Invests for long-term growth while seeking ways to consistently pay “dividends”; uses judgment to take advantage of opportunities.
Make a Meaningful Difference in our Communities: Defines what’s meaningful and focuses on those priorities; gets involved in the most beneficial events; establishes an effective presence; gets team involved in community; uses experiences and values to strategically and beneficially affect communities; ensures funding decisions are aligned to the strategic goals; fosters appropriate decision-making at the local level.
Continuously Learn and Share Knowledge: Establishes systems to support ongoing learning at an organizational level and encourages a commitment towards ongoing learning in others; personally models continuous learning; is open to, and accepts, feedback, adjusting behaviour when appropriate; demonstrates adaptability and resilience both internally and externally; shares newly acquired knowledge with others as appropriate.
Build Helpful Relationships: Develops strong productive relationships with members and community stakeholders to broaden economic impact and influence beyond the reach of the credit union itself; is personally sought out within credit union system, professional organizations, geographic location and within CCCU’s business communities.
Build Teams and Manage Conflict: Supports and encourages staff to learn positively from successes and mistakes; aware of own judgments and biases; addresses the underlying causes of conflict rather than dealing only with the symptoms; proactively takes accountability for team performance and takes ownership for mistakes; recognizes need for improvement and takes corrective action.
Think Creatively and Strategically to Develop Solutions: Recognizes and rewards critical thinking to identify risks and mitigation strategies; decisions are made with rigorous evidence-based processes; consistently demonstrates agile thinking; asks “what if?” questions and looks at big picture; brainstorms pre/during/post decisions.
Fosters a culture of innovation while limiting risk to the organization: Cultivates innovation while managing risk and rewarding creativity “Encourages acceptance of failures creating culture of learning”.
Collaboration: Seeks out and develops opportunities to collaborate with other credit unions, cooperatives and other organizations in a way that advances the interests of CCCU and the broader cooperative movement.
Cooperation and Networking: Is approachable and comfortable when representing Coastal; works across organizations sharing information, leveraging others’ ideas and suggestions, coordinating and bringing resources together, and finding common ground to get the best outcomes that will benefit members and communities; selects beneficial networking events to attend and identifies ways to participate for optimum Coastal Community exposure.

COMPENSATION:
Coastal Community Credit Union has adopted a compensation policy of paying its CEO a salary that is roughly the average salary of CEOs of similar sized credit unions. As a result, a competitive compensation package will be provided including an attractive base salary in a range above $400,000, a variable compensation plan, and excellent benefits. Further details will be discussed in a personal interview.

To apply, please visit our website.

FOR MORE INFORMATION, PLEASE CONTACT:
Nick Lay or Greg Longster
LEADERS INTERNATIONAL EXECUTIVE SEARCH
#880—609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com

Manager, Compliance

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

Apply by January 5

Annual Salary: $85,526 – $117,598

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose? Glad you asked!

The Manager, Compliance will be responsible for enhancing and maintaining the Regulatory Compliance Management (RCM) framework. This role is pivotal in safeguarding Innovation Federal Credit Union and ensuring we meet our regulatory obligations effectively. The Manager, Compliance will not only enhance our operational efficiency but will also instill greater confidence upon stakeholders, ensuring the continued trust and reliability in our institution’s commitment to regulatory excellence.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff helping them
A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
A solution mindset that feeds inertia
An ambassador who’s willing to promote our team inside and outside organization
Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with focus on process evolution
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture
Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

Oversee daily operations of the Regulatory Compliance Management (RCM) program, including legislative and control libraries, risk assessments, control testing, issues management, and reporting.
In partnership with senior management, prepare and submit compliance reports to internal stakeholders and the Board, involving cross-functional coordination.
Advise the Business on regulatory compliance, products, programs, policies, and procedures, including new regulations.
Maintain deep knowledge & understanding of industry developments and practices, regulatory requirements and associated changes impacting the Business.
Lead and guide stakeholders, ensuring open communication and collaboration.
Support the development and maintenance of internal policies and controls aligned with applicable industry regulations and reflective of rule changes from various regulatory bodies.
Oversee business unit compliance, including risk identification, measurement, management, monitoring, and reporting.
Provide training to the Business Units on emerging issues, regulatory trends, and industry best practices.
Consider the Bank’s risk appetite and culture in daily activities and decisions.

Some things that would impress us:

Completion of a post-secondary degree in law from a recognized Canadian university or its equivalent preferred; completion of a post-secondary degree in another suitable discipline considered with experience working within a compliance or risk function at a federally regulated financial institution in Canada.
4-6 years’ progressive experience in legislation and regulatory review, research and compliance, and/or RCM functions.
Knowledge of Canadian Banking regulatory requirements, including OSFI Guideline E-13, the Bank Act, and the Federal Consumer Protection Framework.
Strong ability to read and interpret legislation and regulatory requirements is essential.
Exceptional analytical and communication skills, results orientation, data driven approach in decision making and ability to research.
Strong project management abilities and attention to detail.
Proficient use of PowerPoint and/or Excel with the ability to visualize information and summarize in a clear and concise manner and adapt communication to senior management audiences. Knowledge of Power BI would be an asset.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Senior Manager of Human Resources & Organizational Development

Location: Trail, British Columbia
Reports To: President & CEO

Are you ready to shape the future of an organization and make a lasting impact?

Kootenay Savings Credit Union is seeking a dynamic and visionary Senior Manager of Human Resources & Organizational Development to lead transformative initiatives that drive organizational effectiveness, foster a high-performing culture, and ensure we remain an employer of choice. If you are passionate about human resources, labor relations, training and leadership development and thrive on creating meaningful change this is your opportunity to join our team and make a difference.

About the Role

As the Senior Manager of Human Resources & Organizational Development, you will:

Lead the development and implementation of strategies to support a resilient, engaged, and high-performing workforce.
Collaborate with senior leaders to tackle organizational challenges and leverage opportunities for growth.
Oversee human resources, labor relations, and training programs that align with our strategic goals and uphold our values.
Champion leadership development and succession planning to ensure a pipeline of strong, capable leaders.

You will play a key role in driving alignment between the credit union’s strategic priorities and the capabilities of its workforce, positioning Kootenay Savings as a leader in both financial services and workplace excellence.

Key Responsibilities

Strategic Leadership

Develop and implement an organizational development strategy that aligns with Kootenay Savings’ vision and objectives.
Foster a culture of continuous learning, collaboration, and performance excellence.
Partner with senior leadership to address organizational challenges and improve processes.

Human Resources and Labor Relations

Oversee employee relations, labor negotiations, and compliance with employment laws and regulations.
Build and sustain positive, productive relationships with union representatives.
Provide strategic guidance in workforce planning, talent management, and succession planning.
Oversee the operational execution of all aspects of the HR function.

Training and Development

Design and deliver impactful training programs to develop employees’ technical skills and leadership capabilities.
Partner with external experts to provide diverse and innovative learning experiences.
Measure and evaluate the effectiveness of training initiatives, continuously refining approaches for optimal results.

Leadership Development

Develop and oversee comprehensive leadership development programs for employees at all levels.
Provide coaching and mentorship to leaders, aligning their growth with the credit union’s values and vision.
Advance diversity, equity, and inclusion within leadership pipelines.

Qualifications

Bachelor’s degree in Human Resources, Organizational Development, Business Administration, or a related field (Master’s degree preferred).
7-10 years of progressive experience in organizational development, human resources, or related fields.
In-depth knowledge of Canadian labor laws, employment standards, and union relations.
Advanced knowledge of all disciplines of human resources.
Proven success in designing and implementing leadership development programs.
HR or training certifications (e.g., CPHR, CPLP) are an asset.

Core Competencies

Leadership: Ability to inspire teams, lead change, and foster collaboration.
Strategic Thinking: Skilled at aligning HR strategies with organizational goals.
Communication: Exceptional verbal and written communication skills; able to engage and influence at all levels.
Problem-Solving: Proactively identifies challenges and crafts effective solutions.
Relationship Management: Builds trust and maintains positive relationships with employees, leaders, and union representatives.

Why Join Kootenay Savings Credit Union?

At Kootenay Savings, we know our dedicated employees are the key to our success. That’s why we’re committed to creating a workplace where employees thrive, grow, and feel valued. We offer a total rewards package that includes:

Competitive salary of $129K
Comprehensive benefits including extended health, dental, and vision coverage
Health Care & Personal Spending Account
Paid vacation, sick time, and floating holidays
Continual training, development, and coaching to support your career growth
Staff benefits on products such as bank accounts, loans, and mortgages
A fulfilling career in a progressive organization that embraces leading strategic initiatives
A workplace that puts community and employees first, supporting local non-profits, student bursaries, and community sponsorships

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!

About Kootenay Savings Credit Union

We are the region’s leading credit union with over $1.7 billion in assets, more than 30,000 members, and over 200 employees. With our Corporate Office, Member Service Centre, and 11 branches located across the East and West Kootenays, we proudly provide retail and commercial banking services.

We’re deeply rooted in our community, making a difference by donating back, supporting local non-profits, and offering sponsorships and bursaries to help students succeed. It’s part of who we are and what we stand for as Kootenay Savings Credit Union.

For more information about Kootenay Savings, visit kscu.com. To learn more about the beautiful Kootenay region, visit imaginekootenay.com.

Apply Now:

If you are ready to lead and inspire change, apply today to become our Senior Manager of Human Resources & Organizational Development. To apply, please visit our website at kscu.com to upload your resume and complete the application questions.

Application Deadline: December 31, 2024

Kootenay Savings Credit Union is an equal-opportunity employer and values diversity in the workplace. We encourage all qualified candidates to apply.

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

Manager, Bonding & Fraud Risk

POSITION DESCRIPTION
Title Manager, Bonding & Fraud Risk
Reports to SVP, Risk & Finance

ABOUT STABILIZATION CENTRAL CREDIT UNION
Stabilization Central Credit Union (SCCU) is a proactive agency that has been supporting and strengthening BC credit unions facing regulatory difficulties since 1989. SCCU provides proven leadership and direction to member credit unions to ensure a healthy, self-sustaining credit union system. SCCU offers a variety of value-added services including the Master Bond Program.

POSITION SUMMARY
The Manager, Fraud Risks leads in the day-to-day operations of the Master Bond Program and delivery of services to members of SCCU. This position interacts with internal and external stakeholders, and to work closely with them to determine acceptable solutions. Expect challenging work in a fast-paced environment, with critical deadlines, along with the chance to improve processes and program delivery that support the BC credit union system.

KEY RESPONSIBILITIES

Administration
• Supervise a team that designs, prices and manages a fidelity bonding and crime insurance coverage for credit unions under the Master Bond Program
• Liaise with the commercial insurance broker, excess insurers and other advisors on annual insurance renewals and large claims.
• Maintain relationships and communicate with industry, regulatory and law enforcement contacts as necessary and appropriate
• Manage the end-to-end claims process, including active communications between legal teams, insurers, brokers and members.
• Coordinate and supervise a small team that works according to a program calendar, liaising with other team members to ensure coordination of activities and timely completion. These may include, but not limited to, regular reporting, policy reviews, initiating actuarial reviews and internal audits.
• Undertake the performance management and development of direct reports.

Fraud Risk Management
• Update and maintain loss prevention manuals that provide an inventory of potential controls used by member credit unions in their fraud risk management frameworks and all related enterprise-level policies and procedures.
• Provide presentations or training to individuals and teams across the credit union system on current and emerging areas of fraud
• Prepare system level reporting for senior leadership and the Board of Directors as necessary, including responsibility for defining and refining risk appetite measures, KPIs and KRIs.

• Act as a fraud subject matter expert providing guidance, facilitating risk assessments, and exercising effective oversight through participation in projects and initiatives and new or changing services through the Master Bond Program.
• Deliver proactive guidance and insight on fraud matters to support new product and service initiatives under the Master Bond Program
• Communicate timely updates about trends to applicable credit union system partners
• Maintain an inventory of any self-identified or otherwise-identified gaps in the Master Bond Program and recommending to Stabilization Central leadership on addressing these issues.

REQUIRED SKILLS AND COMPETENCIES
• Undergraduate degree in business or relevant discipline OR a combination of applicable education and experience
• 5 – 9 years experience in fraud, anti-money laundering or risk management
• Completion of the Certified Fraud Examiner or another risk designation is ideal
• Strong written and verbal communication
• Experience in creating management and Board reporting
• Ability to perform detailed work under time constraints and pressure while maintaining a high degree of accuracy
• Conceptual and practical understanding of fraud risks and prevention strategies
• Knowledge of industry trends in fraud
• Knowledge of risk control assessment implementation, execution, and management
• Experience developing and delivering training content
• Proficient supervisory and/or project management skills
• Strong knowledge of MS Excel, Word, Outlook and PowerPoint

AML/ATF Compliance Associate

AML/ATF Compliance Associate

National Consulting Limited (NCL) is actively seeking an experienced professional to assist in the delivery of Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) compliance programs requirements to meet the needs of our credit union clients. This position works in conjunction with a team of specialists who report to the VP Business Solutions and works closely with credit unions, legal counsel, and regulators.

The Job

The successful candidate must be able to work independently and as a team in a remote (work-from-home) position. The key responsibilities of this position include:

Support the senior role in the delivery of the AML/ATF compliance program to credit union clients.
With guidance, create and deliver training courses on various AML/ATF related topics.
Participate in AML/ATF related projects.
Application of AML/AFT legislative requirements, including record keeping, reporting, monitoring and risk assessments.
Work in Verafin, Adobe Acrobat, MS Office 365 applications, SharePoint.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

1-4 years’ experience in the credit union or co-operative system providing operational support or in AML and ATF.
Experience with Verafin.
Understand regulatory and legislative AML and ATF requirements.
A Canadian AML, ATF or other regulatory compliance or risk management designation would be beneficial.
Strong communication and interpersonal skills; you will build trusting relationships with credit union management and deliver excellent client experience.
As this is a work-from-home position, exceptional organizational and time-management skills are required to succeed in this position.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, healthcare spending allowance and wellness program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, by Monday, December 2.

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

Associate Manager, Lending Compliance

National Consulting Limited is looking for a lending expert to advise credit unions in the area of lending compliance and business requirements for the lending forms and related material. This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and develop procedures for credit unions. This position reports to the VP Business Solutions.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position. In addition to lending compliance advisory services, this role participates in the delivery of lending training and may occasionally require in-person attendance and travel. This is a permanent, full-time position (37.5 hours per week). Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

Post-secondary education in Business Administration, Finance, Accounting, Technology, or a related discipline.
Minimum 5 years’ lending experience in a credit union.
Solid understanding of all areas of lending (consumer, commercial, agriculture, mortgage).
Advance working knowledge of legislation affecting lending functions in credit unions.
Project Management skills.
Knowledge of financial systems and technology used by credit unions.
Excellent communication and relationship management skills.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, and a Healthcare Spending Allowance, Wellness Program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, by Monday, December 2, 2024.

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Regional Branch Manager, Dawson Creek, Chetwynd & Tumbler Ridge

REGIONAL BRANCH MANAGER, Dawson Creek, Chetwynd & Tumbler Ridge Branch

Title Regional Branch Manager

Department Branch Operations

Reports to Chief Executive Officer (CEO)

SUMMARY

This Regional Branch Manager (position) reports to the CEO and, under executive direction, provides overall management of all three branches’ sales and service functions. Coaching branch managers whilst leading the achievement of sales objectives, superior member experiences, optimal business retention, including investment and loan portfolios, and initiating action to achieve portfolio growth and profitability goals. The position directly or indirectly leads and manages all branch employees, implements marketing plans with the Manager, Marketing for product and service promotion, and produces and analyzes financial reports. This position champions and develops strategies for all sales and service-related activities in the branch and acts as an ambassador for the branch and organization in the community. The position oversees adherence to Credit Union policies and ensures that each branch team functions in a well-managed environment that carefully balances the needs of the membership, the economic environment, and the ongoing sustainability needs of the branches and Credit Union. This position ensures all policies and procedures are complied with and works with the risk and compliance team to ensure effective oversight, performance correction, and that they are kept current.

REGIONAL BRANCH MANAGER KEY RESPONSIBILITIES

The Regional Branch Manager is accountable for branch operations, business development, sales management, and service delivery. The position is responsible for developing and supporting strategies to achieve the Credit Union’s long-term goals and objectives. The position will lead a team to achieve the branches’ sales and service targets. Aviso wealth management employees also report into this position. All goal setting and coaching will be the same as branch managers. The manager actively promotes and maintains effective partnerships with colleagues.

Responsible for the development, implementation, and monitoring of the annual branch budgets
Reviews and analyses branch reports and credit files regularly and prepares and submits monthly branch reports via branch managers by specified date.
Responsible for translating the Credit Union’s strategic goals and objectives into “hands-on” operational goals and individual action plans for branch managers.
Sets goals for all pre-determined marketing plans and programs that contribute to the continued growth and development of the Branches, while maintaining an active involvement in community activities. These goals will be reported weekly to the Manager, Marketing to understand the success of the campaigns.
Responsible for the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth and identify and capitalize on the potential for growth opportunities.
Responsible for the effective adoption and utilization of new technologies, platforms, and digital offerings and leads change management with professional This may involve testing of new products/technology to ensure accuracy.
Accountable for the profitability and growth objectives as well as ensuring credit
Accountable for ensuring deposit and loan portfolios comply with relevant policy, procedure, legislation, and regulations.
Responsible for the appropriate on-going coaching and mentoring of direct employees, along with continuing the growth of a constructive culture.
Performs weekly coaching sessions with direct employees, around personal development, branch sales opportunities and cross-selling Credit Union products and services and encouraging employees to provide solutions and recommendations to challenges.
Identifies opportunities for direct employee growth; promote motivation, enthusiasm, service excellence, product knowledge and professionalism.
Responsible for providing leadership to branch managers in business development through cross selling all Credit Union products and services and pursuing new business by establishing and maintaining contact with the business community.
Provides clear performance expectations, encourage employees to contribute to individual and team goals, evaluate and document employee performance, initiates discipline when required.
Responsible for facilitating biweekly sales and service
Provides technical direction in all areas of member service functions, balancing, security procedures and product information.
Provides leadership to all employees which may include subordinate branch and department managers; participates in the hiring of new branch employees, implements training and development programs, establishes performance standards, evaluates performance of subordinate employees, initiates discipline, if necessary, conducts employee meetings, and monitors all branch activities to ensure awareness of operational problems and successes.
Develops strategies to promote the sale of all the company’s products and services to expand the existing member book of business, wallet share and new profitable member relationships.
Ensures sales process supports and respect member objectives over sales
Provides recommendations for product or service improvement based on member
Ensures adherence of branch employees to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiates action to rectify problem areas.
Implements effective training and development programs for
Monitors all branch activities to ensure awareness of operational challenges and
Contributes to the branches’ design and development of the business plan, policies and programs to meet objectives, and ensures the even flow of communication concerning overall plans and programs to all levels of the branch employees is maintained.
Ensures a maximum utilization of employees and resources within budgetary and policy
Reviews and analyzes branch financial reports on a regular basis and prepares and submits branch reports monthly or quarterly as required.

EXPECTED OUTCOMES OF THE ROLE

The Regional Branch Manager’s successful execution of their role will result in the following outcomes:

Members view the Credit Union as exceeding expectations in terms of service quality (score)
Members are provided with the appropriate products and services that suit their
Employees are knowledgeable about the Credit Union’s products and
Employees are satisfied and motivated in their positions (engagement)
Ensures a professional and safe work environment is
Ensures all policies and procedures are adhered

Qualifications

The Regional Branch Manager will have the following education and experience:

Post-secondary degree of designation in a business-related field or 10+ years of equivalent experience
Minimum 5 years lending experience
Risk management and

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Demonstrates strong leadership skills and the ability to develop and maintain high levels of enthusiasm, teamwork, motivation and commitment through leading to the achievement of business goals and exceptional performance
Sales and Service focus with an aptitude for business development and relationship building;
Maintains a positive attitude towards corporate initiatives and change management
Proven ability to coach a diverse team
Ability to communicate clearly and effectively, both verbally and in writing
Strong commitment to continuous learning
Strong analytical skills and entrepreneurial mindset
Proven ability to be creative and innovative
Thorough understanding of and the proven ability to, perform well in a detail oriented, risk management-focused environment
Extensive knowledge of financial products and services
Knowledge and understanding of business planning, accounting, lending and sales is considered an asset
Proficient with various computer applications including risk management, profitability assessment and scenario planning software

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

Competitive salary of $111K – $129K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care & Wellnes spending account
Paid vacation, sick time
Continual training, development and coaching
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

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

Interested candidates are invited to deliver their cover letter and resume online at our website lakeviewcreditunion.com or send to recruitment@lvcu.ca

Senior Manager Retail Credit

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? Do you have experience leading retail lending operations, managing centralized adjudication processes, and overseeing collections? Are you skilled in balancing operational efficiency with regulatory compliance? If so, this may be the opportunity for you!

We’re seeking an experienced professional to join our team as our Senior Manager Retail Credit. As Senior Manager Retail Credit, you’ll be responsible for overseeing the operational control of our retail lending portfolio, Centralized Adjudication, and Centralized Collections. This position is key in supporting operational efficiency and ensuring compliance with regulatory and organizational practices, policies, procedures, and risk frameworks.

Some of your key responsibilities will include:

Providing ongoing leadership and direction to the retail lending managers, retail lenders and underwriters department to ensure adherence to the credit unions stated risk appetite.
Planning, developing and implementing policies, programs and strategies in support of retail lending functions and collections.
Providing operational oversight of the retail portfolio and the implementation and compliance with ERM policies and practices.
Adjudicating retail credit applications within lending authority and managing the administration of the retail loan portfolio within the framework of credit management policies.

What you’ll bring:

Bachelor’s Degree in a related field or a designation requiring 3 to 4 years full-time study
Minimum of 8 years progressive leadership experience in the financial services industry with a focus on retail credit, adjudication, and credit risk management
Advanced knowledge of retail credit underwriting policies and procedures
Advanced knowledge and experience in managing retail 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
Working knowledge of information technology best practices and the ability to keep abreast of new technologies
Knowledge of current legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
Knowledge of human resource policies, practices and union contract interpretation and application
The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
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

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

Competitive salary of $103K – $129K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care & Personal spending account
Paid vacation, sick time and floating holidays
Continual training, development and coaching
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

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!

KOOTENAY SAVINGS CREDIT UNION

We are the region’s leading credit union with over $1.6 billion in assets, over 30,000 members and over 200 employees. Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the East & West Kootenays offering retail and commercial banking services. We’re community-minded, we donate back to the community, support local non-profits, and provide sponsorships and bursaries for students to help them grow. It’s part of who we are as Kootenay Savings Credit Union and, together as a team, we can make a real difference. For more information about Kootenay Savings, please visit kscu.com. For more information about the Kootenay regions, please visit imaginekootenay.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.

Senior Manager Enterprise Risk Management

LOCATION: Trail, BC (Remote work options may be considered)

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? If you have a proven track record of success in developing and executing strategic risk management frameworks that align with organizational goals, we encourage you to read on!

We’re seeking an experienced professional to join the KSCU team as our Senior Manager Enterprise Risk Management. As Senior Manager Enterprise Risk Management, you will play a key role in supporting the Chief Risk Officer in the development, implementation, and management of enterprise-wide, integrated risk management frameworks. This includes overseeing operational and compliance risk initiatives across the organization. You will also provide independent oversight and ensure the effective management, control, and reporting of all risk and compliance-related matters, contributing to the organization’s overall risk governance and mitigation strategies.

Some of your key responsibilities will include:

Development and maintenance of activities to meet BC Financial Service Authority’s (BCFSA’s) risk management requirements.
Reporting results of risk monitoring to senior management and the board.
Establishing policies, practices, and other control mechanisms to manage risks.
Developing risk tolerance limits for senior management and board approval.
Acting as the Chief Anti-Money Laundering Officer, ensuring the organization complies with all regulations under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).
Acting as the Privacy Officer ensuring the organization complies with the privacy act and regulations.

We are looking for someone with:

Bachelor’s Degree in a related field
Successful completion of CU Training COM600: AML for CAMLO and Compliance Officers 2023 or relevant courses in AML and compliance
Minimum 10+ years in senior leadership roles
Minimum 4-8 years in the financial institution industry, including experience developing and implementing ERM, ORM and RCM frameworks and practices
Advanced knowledge of the financial services industry, including products and operations; risk management and risk mitigation techniques in the form of internal controls; credit, market, corporate risk, and operational risk for financial institutions
Advanced knowledge of internal audit methodology and techniques and standards of the Institute of Internal Auditors
Advanced understanding of the regulatory environment surrounding financial services institutions including the BCFSA and OSFI Supervisory frameworks, MFDA/IDA compliance, and regulations and COSO control model
Advanced analytical, research and problem-solving skills
Ability to consult effectively in the areas of system, process, and product development
Ability to effectively manage multiple assignments and meet deliverables
Demonstrated leadership, planning and communication skills
Demonstrated ability to translate strategies into tactical plans
Solid knowledge of human resource policies, practices, and programs
Advanced negotiation, mediation, and facilitation skills

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

Competitive salary of $113K – $141K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care & Personal spending account
Paid vacation, sick time and floating holidays
Continual training, development and coaching
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

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!

KOOTENAY SAVINGS CREDIT UNION

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

Closing date: October 30, 2024

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

Director, Enterprise Strategy

About Vancity https://www.vancity.com

Vancity is Canada’s largest community credit union, a financial co-operative that operates within the territories of the Coast Salish and Kwakwaka’wakw people. Vancity is a member-owned, community-based, full-service financial institution with more than 50 branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish, and Alert Bay. Founded in 1946 by fourteen motivated change-makers who felt underserved by traditional banks that wouldn’t lend East of Cambie, Vancity is a place where the people who bank here also own the place. As a financial co-operative, Vancity exists for the sole benefit of members and their communities and, as a result, Vancity acts in their best interest. This often means taking risks and breaking norms. Vancity has a relentless commitment to the values that have helped challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

With a team of 2,700 diverse individuals, Vancity develops products that make choosing a sustainable lifestyle easier, breaking down barriers and changing the status quo to allow change to happen in areas like affordable housing and financial inclusion. Every year 30% of Vancity’s profit goes back to members and to initiatives that create long-term gains in things like climate change, reconciliation, and financial literacy. This Shared Success profit-sharing program is just one part of the multi-million-dollar impact that Vancity members make together. Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada.

The Role: Director, Enterprise Strategy
Reporting to the VP Strategy, Innovation, and CEO’s Office, the Director, Enterprise Strategy leads the development of the enterprise strategy and business plan each year, working closely with key leadership across the organization. Once the strategy and plan are approved by the Board of Directors, this role takes the lead on monitoring and tracking progress against the enterprise plan for the audience of ELT and the Board. The role is also responsible for Vancity’s Mergers and Acquisitions, alongside a portfolio of Innovation.

Leading a small but mighty team of 2 (a Manager and an Analyst), the Director, Enterprise Strategy will advance the strategic thinking and position of the organization through insights, research, and communications, strengthening Vancity’s competitive position across the industry. They will synthesize ELT and the Board of Directors’ thinking and perspective to develop the annual business plan and the three-year plan resulting in greater clarity and direction to drive business execution that results in achievement of key priorities.

Key Accountabilities
The key areas of accountability are:

Oversee the annual strategy and business planning process with the Executive Leadership Team and Board of Directors and build the annual and three-year strategic plans in collaboration with key internal partners including Finance and Communications.
Manage critical strategic planning processes, aligning the three-year business plan to annual operating plans and budgets in order to bring strategies to life.
Collaborate with cross divisional leaders on the development and cascade of annual growth and operational plans.
Continuously track the progress of Vancity’s strategic plan, developing monitoring tools such as dashboards to assess the execution of the plan, KPIs and key metrics to facilitate continuous improvement and accountability.
Implement monitoring tools and dashboards to gauge organization-wide progress on the execution of the plan, KPIs and key metrics.
Serve as a thought partner and project liaison at all levels, helping to proactively identify and communicate business issues, streamline strategy approaches, and share best practices.
Facilitate regular strategy reviews with the ELT, identifying potential issues and suggesting alternatives and data-driven solutions.
Leverage external expertise to strengthen Vancity’s business development function to evaluate and execute potential mergers, acquisitions, joint ventures, and other strategic initiatives for the Vancity Group, including filters to evaluate finance, valuation, legal and commercialization potential of the initiative.
Research, analyze and recommend emerging industry and technology trends, competitive threats, and viability of new business opportunities. Develop projections based on emerging competitive dynamics, market trends and consumer behaviours, and proactively share relevant research, market insights and recommendations within and across the organization where accountabilities are housed.

The Person

Formal education with a focus on business. Graduate degree preferred, or equivalent progressive and relevant experience.
Proven ability in exercising agile leadership in a strategic role. Several years of progressively senior level leadership experience in a complex organization. Experience in financial services considered an asset. Experience in strategic planning and execution; strong strategic and business mindset; business acumen.
Experience leading/building a team of increasingly capable direct reports; ensuring quality leadership is being practiced by direct report managers.
Excellent communication skills; ability to communicate cross-functionally across all levels of the organization.
Mindset of continuous improvement and innovation.
Demonstrated experience utilizing monitoring tools/dashboards/analytics.
Solutions-focused and organized with the ability to adapt well to change and willingness to keep learning.
Exceptional time and self-management skills, effective at meeting deadlines, balancing priorities, multi-tasking, and getting the job done.

Compensation
The salary range for the role is $121,000 to $181,000 and a candidate’s offer is likely to be up to the mid-point of the role ($151,000) plus a competitive annual bonus. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.

Express Your Enthusiasm
This position in a hybrid position based in Vancouver, British Columbia. You must be located in Canada with a valid work permit. Email a convincing cover letter and resume indicating the job title in the subject line of the email to Shalini Bhatty or Greg Longster at vancouver@leadersinternational.com.