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

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.

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!

What you’ll do:

  • Manage the staffing requirements for the branch—hiring, onboarding, training, supervising, measuring performance, coaching, and disciplining.
  • Participate in and represent the branch at consumer banking leadership meetings.
  • Proactively manage branch performance by monitoring and analyzing operational reports and information from CRM, Insight, mystery shops, etc.; by facilitating regular and meaningful coaching sessions; and by assisting with the creation and implementation of personal development plans.
  • Proactively seek customer feedback, initiate and participate in customer consultation and monitoring activities.
  • Collaborate with employees in identifying opportunities to enhance or correct service delivery; establishing targets or standards; and developing and implementing action plans.
  • Review new loan applications and supporting documents, ensure credit-granting quality, and approve mortgages, HELOCs, loans, lines of credit and overdrafts within lending limits.
  • Provide input towards budgeting and strategic planning discussions.
  • Act as security and safety officer for the branch, communicate emergency procedures, ensure team’s completion of annual security and safety, anti-money laundering, and respectful workplace training and assessment, and monitor adherence to protocols.
  • Generate sales leads and develop new customer relationships through sales calls, personal contacts, networking, community events and other activities.
  • Refer customers to other experts and external business partners as needed, collaborate to ensure a seamless and rewarding customer experience.

What you bring:

  • 3-5 years’ progressive, customer-facing experience within a financial institution, which includes 1 year in a supervisory role or as part of a management associate program
  • Superior interpersonal and communication skills, including the ability to interact with a diverse and varied audience i.e. both internal and external customers and stakeholders
  • Strong leadership skills including coaching, supervising, training, decision-making and judgement
  • Proven business development, sales, service, and negotiation skills
  • Excellent time management and organizational skills
  • Detailed knowledge of deposit, personal lending, mortgage, and wealth management products
  • Working knowledge of various computer programs, including Microsoft Office, banking and customer relationship management systems
  • Willingness to engage in a flexible schedule (e.g. some evenings and weekends outside of branch hours)

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.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

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

Customer Service Specialist

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.

Do you love providing great service? We are currently seeking Customer Service Specialists for multiple branch locations. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service, is responsible for proactively developing positive relationships, and satisfying our members’ product and service needs.

What you’ll do:

  • Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
  • Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
  • Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
  • Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
  • Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
  • Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
  • Support and participate in community initiatives

What you bring: 

  • Experience in a frontline role within a financial services environment is preferred
  • Exposure to retail lending would be an asset
  • You have a ‘can do’ front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship-building skills, and a keenness to grow and help others
  • You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships
  • A demonstrable interest in community involvement is a must-have!

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

Manager, Private Wealth Group

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a Manager, Private Wealth Group to lead our Financial Consultant and Private Wealth Advisory team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you!

What’s the role?

As Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant and Private Wealth Advisory team, supporting functions to cultivate opportunities and increase business portfolios. A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for Wealth Advisory Team members. You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships. Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources. As Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

  • Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
  • Eight (8) or more years’ experience in the financial services industry.
  • Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
  • Actively hold the Certified Financial Planner (CFP) designation.
  • Hold an IIROC license as a Registered Representative in the Province of BC.

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

  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
  • Ability to work with a wide variety of business partners to achieve success within the marketplace.
  • Experience with emerging communications and technology. (web-based meetings, social media, and mobile applications)

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

What we offer you:

  • Competitive salary
  • A superior benefits package including vision, dental, and extended healthcare
  • Generous employer paid RRSP benefit
  • Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Manager, Human Resources (Compensation & Benefits)

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a Manager, Human Resources to join our HR leadership team. Specializing in compensation management and benefits, you play an integral part in developing strategy, framework and budget for total compensations rewards.

What’s the role?

As the leader of compensation and benefits, you work to develop and implement compensation and total reward programs that evolve with the changing marketplace. You are future-focused, and understand the importance of continuous analysis and improvement of pay strategies, compensation programs and employee benefits plans to ensure Coastal Community remains competitive as an employer of choice. You will collaborate with leaders across the organization to understand their needs, and align them to the strategic workforce plan and business goals.

Other responsibilities include:

Compensation Management

  • Identifying and benchmarking job rates, conducting pay surveys, analyzing pay plans and related data to establish internal and external equity.
  • Managing Coastal Community’s job evaluation program; evaluating, banding and ranking of jobs
  • Providing support and advice to managers regarding position level, salary ranges, current salary, and other related compensation policies and procedures.

Benefits Management

  • Administration and management of the benefits program, including medical, dental, vision, disability, life insurance, Employee Assistance Program (EAP), and retirement plans.

General Human Resources Support

  • Supports the Human Resources Department through evaluation of the HR processes to ensure continuous improvement and compliance.
  • Recommends personnel policies and procedures, designs, evaluates and modifies policies to ensure they are relevant, current, competitive and compliant.
  • Contributes relevant and timely research, analysis and ideas in the development of the HR strategic response to ensure success of organizational initiatives.

This opportunity offers the ability to work remotely from anywhere in British Columbia.

What are we looking for?

  • A Bachelor’s degree or Certificate in Compensation management, Human Resources Management with a specialization in Compensation Management or equivalent professional knowledge gained through the significant experience working as a compensation specialist
  • Chartered Professional in Human Resources (CPHR).
  • 7+ years’ experience in the Human Resources field dealing with compensation and benefits
  • 3+ years’ experience with management of a team

Ideally, you are an adaptive, collaborative team player with:

  • Ability to demonstrate up to date knowledge of theory and good practice in primary areas of oversite in Human Resources.
  • Experience in compensation management, job evaluation/salary banding and pay equity methods and practices.
  • Experience resolving multi-party conflicts using interest-based methods to build collaborative relationships and develop solution-focused win-win agreements.
  • Demonstrated experience in delivering successful compensation and benefits plans.

If you’re a relationship builder who embraces life-long learning, you’ll be a great fit with us.

What we offer you:

  • Competitive salary
  • A superior employee benefits package including vision, dental, and extended healthcare
  • Generous employer paid RRSP benefit
  • Ongoing support for education and career development

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!

Member Service Representative 2 – RC – Union

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We  are looking for a Member Service Representative 2 in our Relationship Centre who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average call centre! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

  1. Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
  2. Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
  3. Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
  4. Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
  5. Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
  6. Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
  7. As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
  8. Performing other related duties as required.

What are we looking for?

  • 1–3 years financial experience or an equivalent combination of education and experience
  • The incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further education
  • Enrolled in and/or completed a recognized public speaking course
  • Successfully completed the Level II exam
  • Completed or actively working on all required annual courses.
  • A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required
  • Previous call centre experience an asset.

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

  • Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.

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

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

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!

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