Assistant Manager, Central Operations

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 seeking and Assistant Manager, Central Operations, so if you’re passionate about improving people’s financial health and have experience with anti-money laundering and fraud mitigation we’d like to hear from you.

What’s the role?

The Assistant Manager, Central Operations is primarily responsible for supervising functions related to anti-money laundering and fraud mitigation, and services provided to branch operations with regards to/not limited to clearing administration, loans administration, document administration. As Assistant Manager, Central Operations you have the ability to interpret and apply legislative changes, provide guidance around regulatory requirements, and develop policies/procedures to achieve regulatory compliance and mitigate fraud loss. In addition to this, you are accountable for the overall leadership, supervision, coaching, and continuous development of team members. You work with focus to provide support and information to the department and branch employees.

Your duties will include:

Ensure that the anti-money laundering and anti-fraud/fraud mitigation functions are reviewed on a regular basis and approved changes are implemented accordingly.
Design continuous improvement processes and conducts regular evaluations and follow-up with Central Operations and branch staff to determine the effectiveness of services programs delivered.
Monitor activities to promote efficient servicing of branch and operational requirements.
Monitor the completion of processing, reconciling and settlement functions as related to operations.
Supervise the interpretation and application of legislative changes to ensure that all parties abide by the legislation.
Ensure that information is accurately reported to FINTRAC in regards to Large Cash Transaction and Electronic Funds Transfers.
Accountable for the overall findings and escalation resulting from Suspicious Transaction Reports, Politically Exposed Foreign Person processes, Fraud Incident reports, AML processes relating to CCFMI, and memberships with CRA or RCMP Production Orders and reclassification.
Provide guidance to the branches and departments with operational procedures to meet regulatory requirements and reduce losses.
Provide guidance to the branches and departments with operational procedures to increase efficiencies.
Review applicable processes and policies on an ongoing basis to determine efficiencies and bring forward recommendations
Provides effective leadership by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
Accountable for the overall leadership, supervision, coaching, and development of the area employees.
Assists with the development and engagement of an employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

Bachelor’s Degree or Diploma requiring 3-4 years of full-time study or have an equivalent combination of education and experience.
A minimum of six (6) years progressive financial experience or an equivalent combination of education and experience.
AML Certification from The Canadian Anti-Money Laundering Institute (CAMLI)
Educational/work experience background in risk management, fraud investigation and anti-money laundering.
Solid understanding of service levels, branch operations, products and services.

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

Extensive experience in FINTRAC Reporting requirements.
Proven experience in providing detailed and accurate information to third parties.
Extensive experience in risk management, fraud investigation and anti-money laundering.
Advanced research skills and advanced strategic and creative thinking skills.
Advanced proficiency with Microsoft Office products, including Word and Excel.
Advanced understanding of audit procedures.
Solid knowledge and experience of fraud activities and loss prevention.
Have a demonstrated ability to coach and motivate a team of representatives.

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!

Financial Services Officer

Opportunity: Full-Time Financial Services Officer

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

Why Us

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

Annually supporting non-profit organizations through our Community giving fund.
Presentation of 3 scholarships and 1 bursary each year to deserving local students.
A staff volunteer
We are a living wage employer.
75 years of legacy in our community.

Qualifications:

Enjoy meeting new people and are at ease getting to know
Understand the importance of community and regularly demonstrating it.
Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
Can make quick and informed
Independent, professional leader with strong problem-solving
Ability to focus on needs, while remaining calm and
Eye for detail while keeping the big picture in
Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members and identify opportunities to deepen the engagement with the member. Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Director, Risk Governance & Policy

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced Director Risk Governance & Policy to join our Risk Governance team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Director, Risk Governance & Policy

The primary purpose of the Director, Risk Governance & Policy position is to develop risk management frameworks, policy, risk management committee mandates and risk reporting, and to provide support to the management of the Bank’s regulatory affairs.

This position is responsible to develop and maintain the risk management frameworks and policy model by facilitating development, reviews and enhancements to the Risk Governance Framework, Risk Appetite Framework and Corporate Policy Framework, as well as facilitating the ongoing development, reviews and enhancements to Corporate Policies and Management Guidelines. This position is also responsible for providing oversight to the alignment of Risk Appetite and enterprise strategy, and for providing independent challenge to the first line of defense on alignment with Risk Appetite, Corporate Policies and Management Guidelines.

The Director, Risk Governance & Policy develops and maintains the risk management committee mandates and risk reporting by facilitating development, reviews and enhancements to the risk management committee mandates, and providing risk reporting for executive, risk management committees and the Board. This position provides support to regulatory relationships by assisting in the maintenance of a central repository of the Bank’s supervisory communication with all prudential regulators, as well as the coordination of supervisory communications between OSFI and the Bank. This position also assists in the coordination of OSFI supervisory reviews and in the management of responses to recommendations to ensure they are timely and complete, and provides regulatory updates and key messaging to executive and the Board.

Qualifications

Undergraduate degree in finance, law, economics, business administration or commerce complemented by a professional designation in finance, accounting or law and 5 years progressive experience in the financial industry
Subject matter expert in understanding of financial institution risk management, risk optimization concepts, risk appetite and policy structuring
Subject matter expert in understanding of OSFI Guidelines for Banks
Subject matter expert in understanding of risk management concepts and good practices in governance reporting
Advanced understanding of financial institution credit risk, operational risk, market risk, liquidity and funding risk, legal and regulatory compliance risk, reputation risk, capital management and emerging risks
Ability to lead and manage projects and deliver results in a changing environment
Ability to understand detailed processes and controls
Strong interpersonal skills, including ability to influence senior decision makers
Strong analytical skills, including ability to identify and interpret complex issues and see underlying causes, connections and implications
Advanced written communication and presentation skills
Advanced computer skills with advanced skills in Excel, Word and Powerpoint

Applications for this opportunity will be accepted until end of day August 27, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Senior Credit Analyst

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra is the number one partner in commercial equipment leasing and financing. We work with credit unions large and small to offer competitive deal structures and attractive pricing for members. Concentra employees enjoy a competitive total rewards package and a flexible work environment. We are looking for a results-oriented leader to join our team.

Senior Credit Analyst (Full-time, Permanent)

This position provides independent, objective review and adjudication of incoming equipment lease applications. The Senior Credit Analyst evaluates risk implications, approves or declines within credit limit and makes credit recommendations and escalations as required. As a key member of the front office, the Senior Analyst is responsible for financial analysis, assessment of credit reports, research of equipment and industry and approving and declining applications.

Key Outcomes:

The primary focus of this position is to manage and support in-depth analysis and adjudication of equipment financing applications. This role will assess and determine appropriate transaction structure and pricing to ensure compliance with the Bank’s policies and guidelines. The Senior Analyst identifies and advises on terms, conditions, and collateral requirements for the transaction decision, as well as opportunities for cross-selling and/or alternative solutions to meet client’s needs. This role works with internal groups and clients to assess lease opportunities, and deals with customer inquiries and concerns.

In addition, the Senior Analyst approves credit within designation limits and prepares formal presentations to support lease applications presented to Credit Risk. As a senior member of the team, the Analyst provides credit risk coaching and advice to the credit team to increase awareness of risk, policy, and knowledge of structuring transactions.

Qualifications:

Post-Secondary education in Business Administration/Commerce or equivalent combination of education and experience
3-5 years commercial credit experience; leasing experience an asset

Applications for this opportunity will be accepted until end of day August 20, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted

Personal Loans Officer

Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location. This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.

Duties:

Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
Collaborates with staff in addressing services issues and member concerns.
Has expert knowledge of lending processes and procedures.
Identifies process improvements and escalates to supervisor.
Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
Works within prescribed lending limits, referring applications as necessary.
Uses pricing matrix at all times for personal lending products.
Understands authorities with respect to overrides, waiving service charges and the pricing matrix.

Education:

High School diploma is a requirement. Completion of post-secondary education is an asset.
Completion of sales training is an asset.
Completion of Personal Lending course.

Experience:

Previous lending, sales and service experience is required.
Previous financial services experience is required.

Skills:

Demonstrated sales skills.
Expert knowledge of products and services required.
Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
Working knowledge, skills and experience in Microsoft Office

VP, Business Development & Retention

VP, Business Development & Retention

For 78 years, Lake View Credit Union and its members have been helping build a vibrant Peace region community. Lake View Credit Union is a prominent, reputable, long- tenured, full-service financial institution with assets exceeding….million, and serving ….. plus members.

Lake View Credit Union currently has branches in Dawson Creek, Chetwynd, and Tumbler Ridge and serves every corner of the Peace Region through various digital solutions.

In addition to being a full-service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace Region their home.

Lake View Credit Union is seeking a VP, Business Development & Retention to be responsible for the overall management of the sales and service functions of the Credit Union by leading the development and achievement of sales objectives, superioer member experiences, optimal business retention, growth, the productivity of profitability goals.

The VP, Business Development & Retention leads and manages the retail and commercial lending teams, who are responsible for relationship building and sales of a full range of deposit and lending products and services. Through managing, coaching, and inspiring employees, the VP, Business Development & Retention will be responsible for all credit union sales and service goals, and develops the business by proactively recognizing and acting upon potential new sales opportunities that attract profitable new business and builds strong member relationships.

This role requires a deep and thorough understanding of the Credit Union’s business strategies and the competitive environment in which Lake View Credit Union operates.

Key Areas of Responsibility

Operations

Manage and control all lending portfolios and communicate directives to maximize profits within an established mix of loans.
Oversee the Commercial and Retail departments (supervise and monitor) operations and service delivery systems.
Assist in the establishment of overall corporate loan growth targets. Establish branch budgets that support the corporate goals. Monitor budgets and take remedial action as required.
Develop strategies to promote the sale of all of the Credit Union’s products and services with a goal of expanding the existing member book of business, wallet share, and new profitable member relationships
Provide direction and assistance in establishing sales targets; ensures that the teams meet sales and service goals.
Ensure that sales processes favour and respect member objectives over sales targets
Promote all the credit union’s products and services with a goal of attracting profitable new business, expanding the existing member book of business, increase wallet share and build new and strong member relationships
Create and sustain a relationship management environment ensuring that the reputation of the Credit Union is not compromised through the behaviour/activities of the staff
Provide guidance and direction in matters concerning the interpretation and application of sales and service practices
Actively contributes to the strategic planning process for the credit union; identifies short- and long-term goals and objectives. Contributes to the design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch staff is maintained.
Ensures maximum utilization of staff and resources within budgetary and policy constraints
Ensures adherence of branch staff to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiating action to rectify problem areas
Provides input concerning the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth, consulting with senior specialists and external consultants as required to identify and capitalize on the potential for growth opportunities

Credit Union Support

Support CEO in setting short and long-term credit union goals; implement plans to achieve goals.
Support CEO in the development and achievement of sales targets and marketing plans.
In conjunction with the Executive Team, provide recommendations regarding service delivery channels and opportunities that may enhance sales and service.
Works together with other sales and service leaders to deliver consistent information and programs to teams through collaboration and joint meetings as needed, working effectively together to ensure member needs are met through all delivery systems across the service centers.
Prepare various reports for review by the CEO, Executive Management, and Board of Directors.
Support and participate as required in community events that promote the credit union.

Human Resource Management of Sales team

Lead and mentor employees; promote a coaching environment; develop direct reports to their highest potential.
Establishing performance and service standards, conduct performance appraisals, identify training and development needs of staff; if necessary, initiate appropriate disciplinary action.
Ensures the teams meet sales and service goals as established by the Credit Union.
Demonstrate enthusiastic support of the corporate mission, vision, and values, and long-term objectives.
Use effective change management and internal communications to introduce changes
Interview prospective employees and make hiring decisions.
Organize, schedule, and monitor activities to ensure maximum service levels are being provided to members and that work flows smoothly.
Understand the vision, values, and strategic direction and model behaviours consistent with the identified values and image of the credit union.
Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
Strong team player with a collaborative working style;
Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Knowledge, Skills, and Abilities

Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
Strong team player with a collaborative working style;
Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Education and Experience

The ideal candidate will bring to the role:

Post-secondary education in business, finance, and/or accounting, supported by role-specific formal training, or a combination of education, experience, and proven success.
10+ years of progressive financial services leadership experience in a Credit Union, a financial institution, or in a related field
Thorough knowledge of the Canadian Credit Union System and the cooperative principles
In-depth and hands-on experience in loan portfolio management including products, functions, and processes
Demonstrated success in business development activities that have resulted in business growth

Credit Union Location

Dawson Creek is located in the Peace Region is located in the northeast of the province, between the Rocky Mountain Foothills on the west and the Alberta Plains on the east, this is a land of diverse and fantastic beauty.

To learn more about Dawson Creek and surrounding communities, please visit https://www.dawsoncreek.ca

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We encourage all interested applicants to send a resume and cover letter to:

Gail Pearce at Gail Pearce Recruiting

Email gail@gailpearcerecruiting.com

Email subject: Lake View Credit Union VP, Business Development & Retention

Senior Systems Administrator – Microsoft Systems

The Technology Team of Kootenay Savings has an opportunity for a Senior Systems Administrator – Microsoft Systems to join our team. This senior technical role will be responsible for maintaining, securing and upgrading our organization’s technology infrastructure.

What does this role do?

Researches, recommends and deploys new technologies that will improve our environment, this includes the technical leadership of the design, implementation and usage of all Microsoft Cloud Technologies
Configures and maintains Hyper V & VMWare Virtual Production Environments
Implements, configures and maintains LAN, WAN and Firewalls
Secures Corporate Infrastructure and develops maintenance programs to ensure applications and hardware are current
Takes a lead role in ensuring the desktop and server environments are kept updated and patched in line with industry standards
Participates in software and hardware release programs
Works with automation and scripting to enhance the end user experience
Works closely with peers to deliver on technical projects and organizational priorities
Works with vendors on strategic projects and escalated support
Triage, analyze and resolve technical issues within a complex environment to determine root cause and solution recommendations
Ensures environments are properly monitored and alerts actioned to minimize downtime
Implements industry best practices
Participates in 24/7 compensated On Call schedule
Keeps technical and process documentation up to date
Provides mentorship and guidance to junior technical staff

What we offer:

Pay starts at $76,826
Overtime paid based on Collective Agreement
Competitive health and insurance benefits
Paid vacation, sick time and floating holidays
Continual training, development and coaching
Confidential employee and family assistance program
Unique staff benefits on products such as bank accounts, loans & mortgages
Remote work options and flexible work hours
Being part of an organization that puts their community and employees first
Being part of the team that researches, designs and implements new and varied technologies
Get the opportunity to be part of a financial institution that is a leader in technology

What skills and education will you require?

Must Have:

Successful completion of a 2-year diploma or certificate in computing technologies
Experience working in an Enterprise environment
5+ years’ experience in Windows Server Systems Administration
2+ years’ experience in the design, configuration & operation of Microsoft System Center Configuration Manager

- Package Build and Deploy
- OS Image Build and Deploy
- Patching and Update Management

2+ years’ configuring and maintaining Office 365 / Microsoft 365 product suite

- Office Applications
- OneDrive
- Sharepoint
2+ years’ maintaining and configuring Microsoft Azure resources
2+ years’ working with virtual server technologies, preferably VMWare and/or HyperV
In depth knowledge with the operation of MS InTune / Endpoint Management
Working knowledge of Veeam for On-Premise and Cloud backup
In-depth knowledge of Microsoft Active Directory, designing and managing group policies
Successful completion of a Microsoft MCSA or MCSE designation and Comp TIA A+ certification
Working experience with scripting technologies, in particular Powershell
Ability to communicate technical, functional and business concepts, along with strong documentation skills
Excellent ability to analyze and problem solve
Valid BC Driver’s license and vehicle

Nice to Have:

Experience working with a variety of security technologies, eg Anti-Virus, Firewalls, MFA
Experience working with NetApp SAN appliances
Experience working with Cisco Products
Experience with Cisco VOIP technologies

You’ll be rewarded with a satisfying career in an organization that incorporates many leading-edge strategic initiatives with opportunities for supported professional growth and career advancement. 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!

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. 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 www.kscu.com

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

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

Financial Solutions Manager

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

This is an outstanding opportunity to further develop your career in financial services by joining Prospera as a Financial Solutions Manager (FSM), open at multiple branch locations. This is an all-encompassing, customer-facing role that includes lending, investment and cash-related functions, as well as offers tremendous service delivery flexibility to the Branch. It’s also a fantastic opportunity to utilize your customer service acumen, passion for the team and commitment to delivering results!

Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager

If this sounds like something that you’d like to be a part of, apply today!

What you’ll do:

Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships
Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions
Provide lending, investments, and cash-related expertise support
Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits
Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads. Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience
Interview clients, analyze current wealth management products and prepare required documentation for the purchase of recommended mutual funds
Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved
Ensure consistent follow-up on existing clients and provide ongoing advice and solutions

What you bring:

2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits
Mutual fund license or ability to become licensed within 6 months of hire date
Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
Proven ability to uncover customer needs through establishing rapport and listening to the customer
Effective selling, cross-selling and referral skills
Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people
Self-motivated, outgoing, confident, and sales-oriented
Detailed knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds
Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

Assistant Manager

Looking for the next step in your career? Look no further. We are currently seeking an Assistant Manager to join multiple branches. The Assistant Manager supports the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers. The Assistant Manager also participates in special projects, committees, implementation teams and other related assignments as required for operational, cross-divisional, or corporate initiatives.

If you are ready to make a difference as a leader, apply today!