Province: British Columbia

Mortgage Relationship Manager

We’re hiring a Mortgage Relationship Manager

​

Role and responsibilities

Aldergrove Credit Union is expanding their Retail Banking team! We are looking for a Mortgage Relationship Manager to help us keep members at the center of everything we do.

The Mortgage Relationship Manager proactively seeks to grow and deepen Aldergrove Credit Union’s relationships with current and future members through outstanding advice and service in mortgages and lending. They will also work collaboratively with their credit union counterparts in retail banking, wealth management, insurance and business/commercial banking to promote the overall financial health of members through referred relationship connections.

​The successful candidate will be driven by a values-based, community and member focus and have strong communication, networking, collaboration, and relationship building skills as well as a desire to serve the needs of the unique membership within the Fraser Valley.

Key responsibilities

Business development Actively identify initiatives and activities that will grow mortgage business and pursue opportunities for growth through a variety of sources
Lending  Structure mortgages, consumer loans and other lending products
Promotion and collaboration Seek opportunities to collaborate with other sales channels and partners within the credit union including retail banking, wealth management, insurance and small business/commercial to offer and promote additional products and services to members as needs are identified
Community involvement Actively promote Aldergrove Credit Union through involvement in community groups and events

Skills and attributes

Networking Actively identify and engage in activities within the community and strategic groups that will grow relationships, heighten our visibility and promote further trust in our brand
Relationship building Build, maintain and seek relationships that support the success of members and Aldergrove Credit Union
Risk assessment Ability to identify and mitigate risk on behalf of the credit union through a strong understanding of the credit process and a demonstrated ability to exercise a high level of due diligence and sound judgement
Communication Strong interpersonal communication skills, both written and verbal

Experience and education

  • 5 years experience in the financial industry with strong lending / credit adjudication experience. Minimum two years retail lending experience
  • Mortgage broker experience an asset
  • Degree or diploma in finance, commerce or business administration or equivalent industry experience
​​

How to apply

If you’re interested in this position, please email your cover letter and resume to careers@aldergrovecu.ca.

Branch Manager

HR2021.028 Branch Manager

Permanent*, Full Time

Sorrento

 

This is a great opportunity to lead an enthusiastic and community-minded team!

 

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

 

As permanent* Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

What you’ll do:

  • Coach the branch team on objectives and ensure teamwork to achieve the desired results.
  • Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
  • Identify gaps to targets and implement action plans to close gaps.
  • Manage an assigned member portfolio.
  • Identify opportunities to create branch presence in the community.
  • Champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Build employee engagement, develop plans, and take action to identify any gaps.
  • Monitor and maintain controls in accordance with policy to ensure operational integrity.

 

What you’ll bring:

  • A business administration degree or diploma is preferred.
  • At least 7 years of financial industry experience including at least 3 years at the leadership level.
  • Demonstrates results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

*This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

 

This is a full-time Tuesday to Saturday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

Finance Manager / Controller – Full Time Temporary (12 month)

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

  • Serving members is the primary purpose of our existence.
  • We provide exceptional, customized service.
  • We act with integrity and sincerity.
  • We never stop learning.
  • We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Finance Manager / Controller to manage the finance and accounting functions of the credit union.  This is a 12-month employment opportunity working either remotely or in our office in Golden, BC.

Reporting directly to the CEO, the Finance Manager is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is responsible for the financial planning, accounting, financial analysis and financial reporting for the credit union, and manages financial systems, process and controls.  Ultimately this position provides value by mitigating risk and ensuring the integrity of the credit union’s financials.

Some of the specific accountabilities of this role include:

  • Participates in the development of annual business plans and goals aligned to the strategic plan, and ensures successful achievement of all objectives.
  • Monitors industry trends and maintains current knowledge of credit union financial systems, and legislative and regulatory requirements.
  • Leads the annual budget process.
  • Manages the full financial year accounting cycle for the credit union.
  • Manages accounts payables, receivables and pre-paids.
  • Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
  • Provides oversight of payroll.
  • Provides all required financial reporting – documenting and presenting current and projected financial performance for management, board members, regulators, and other stakeholders.
  • Responsible for all financial tools, processes, procedures and ensuring appropriate financial controls are in place; makes recommendations to the CEO where changes in policy are required to address gaps or strengthen existing practices.

Qualification and Skill Requirements:

We’re looking for someone with a post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress.  Previous experience in progressively senior accounting positions within the financial services industry is required, ideally within a credit union.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • Knowledge of finance, accounting, budgeting and cost control principles, and an understanding of credit union regulatory requirements,
  • Excellent interpersonal skills and the ability to interact with staff, members and suppliers in an effective and diplomatic manner,
  • Strong understanding of computer technology, including advanced spreadsheet skills and experience with automated financial and accounting reporting systems,
  • Ability to analyze and interpret simple and complex financial data; detail orientated, and demonstration of a high level of accuracy,
  • Good organizational skills; demonstrated ability to manage multiple priorities and meet deadlines,
  • Exceptional verbal and written communication skills,
  • Sound understanding of credit union operations.

The Reward

  • Chance to make a big impact in a small organization
  • Competitive compensation package and benefits program
  • Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Marketing Coordinator

We’re hiring a Marketing Coordinator!

We’re looking for a Marketing Coordinator to join the team for an up to nine-month temporary assignment with the potential of joining the team permanently. The successful candidate will be someone who has a strong desire to learn, is detail orientated, incredibly organized, a strong communicator, solutions focused, and service orientated. This is an excellent opportunity for a recent university graduate with interest in developing their skills and gaining experience in marketing.

Reporting to the Marketing & Communications Manager, the Marketing Coordinator is responsible for coordinating our involvement in community events, producing marketing materials, maintaining our website, managing content within social media presence, and general administrative and marketing duties as assigned.

Key responsibilities

Communications Liasing with external suppliers, vendors, and printers.
Support Supporting divisions and branches with marketing and communication needs.
Creative Graphic design and copy writing support to the marketing and communications team.
Community Managing community investment program activities.
Inventory Managing the promotional item inventory.

​​

Skills and attributes

Strong communication skills Strength in overall verbal and written communication.
Organization Excellent organization skills and attention to detail.
Interpersonal  Exceptional interpersonal skills with the team and accross the organization.
Adaptability Learning and working within various systems and technologies.
Marketing programs Proficiency in Adobe Creative Suit (InDesign, Illustrator, Photoshop), MS Office Suite (Word, Excel, PowerPoint), online content management systems, and social media management systems would be an asset.

Experience and education

  • Post-secondary education specializing in Marketing, Communications, Commerce and/or Business Management
  • Previous experience or exposure to the credit union system would be an asset

Qualified applicants should identify how their skills and experience match our requirements and email cover letter and resume to careers@aldergrovecu.ca. We thank all applicants for their interest. Only those applicants considered for an interview will be contacted.

 

Financial Service Advisor

We’re hiring a Financial Service Advisor!

The Financial Service Advisor (FSA) is dedicated to assisting members with their financial needs. Building trust and loyalty with each member interaction, the FSA gains a deeper understanding of member needs and delivers financial solutions, including investments and lending products to enhance the members’ financial well-being. They understand the importance of empowering members with the right advice, tools, services, and products they need to reach their financial goals.

​​

Key responsibilities

Member experience Build member relationships and deliver an excellent member experience.
Sales and service Share knowledge about various products and serve as a subject matter expert for products and services.
Employee and community experience Develop and grow strong peer relationships and community connections.

​​

Skills and attributes

Passion and dedication Deliver exceptional member service and build strong member relationships
Communication Demonstrate strong interpersonal skills and effective verbal and written communication skills
Growth mindset Committed to professional growth and willingness to tackle new challenges

Experience and education

  • Minimum three years financial service industry experience
  • Investment and lending experience is preferred
  • Combined experience and post-secondary education in the areas that are directly related to financial services will be considered

How to apply

If you’re interested in this position, please email your cover letter and resume to careers@aldergrovecu.ca.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

2 Positions Available

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

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.

Branch Manager

At Integris, the Branch Manager role is a critical leadership role that is very rewarding. The Branch Manager role is an opportunity to join a positive team with a winning attitude – one that goes above and beyond for every member. As a leader and motivator, you will lead the branch team by creating a positive employee experience where staff members are recognized and their competence is developed for their success. As well, you will reinforce the corporate strategies, achieve set operational goals and communicate the value of membership to grow the business. You will support our strong service culture by encouraging branch staff to professionally demonstrate exceptional service to our membership and lead community initiatives. Finally, your understanding of relevant regulatory and industry information will play a critical part in your leadership mandate, as will your knowledge of lending best practices and risk management strategies.

The Branch Manager selection process will assess candidates to identify those who have the ideal competencies and personal characteristics required for success in a branch leadership position.

The successful candidate will have a minimum of five years of progressive leadership, business development, and employee development experience, ideally gained within the financial services industry. As well, they will have advanced knowledge of consumer and mortgage lending and relevant post-secondary education (or equivalent). Leadership Development training is considered an asset.

In return for your hard work and leadership, we provide you the full package: a great culture, excellent benefits, and competitive compensation.

We know local because we are local. Here is how we do it.

Business Account Manager

Northern Savings Credit Union has an opening for a full time Business Account Manager for our Prince Rupert branch.

If you are passionate about improving people’s financial health and have experience with sales and service we’d like to hear from you.

The Business Account Manager is a key position in the branch providing business financial solutions and exemplary member service. This role is the primary point of contact to a portfolio of members whose basic business needs expand both the lending and investment spectrum. The Business Account Manager also demonstrates strong relationship management and business development skills in order to bring new business members to Northern Savings Credit Union.

The Business Account Manager is to demonstrate positive and professional leadership within the Credit Union and externally in the community. The Business Account Manager collaborates with the employees of Business Services to achieve their maximum potential and produce results in the best interest of the credit union while respecting and delivering the needs of members.

Minimum Qualifications:

Education:

  • Completion of post-secondary education is required.
  • Completion of sales and service training required.
  • Completion of business credit lending program is preferred.

Experience:

  • Previous business lending experience required.
  • Previous retail lending experience preferred.
  • Previous financial services experience is required.

Skills:

  • Business acumen and understanding of demands of running a business.
  • Demonstrated sales and service skills.
  • Experience in research and negotiation is an asset.
  • Expert financial system knowledge and skills required.
  • Expert knowledge of business lending products and services required.
  • Ability to prioritize and organize work within time constraints
  • Ability to communicate and liaise professionally with all members, potential customers and co-workers while maintaining confidentiality.
  • Excellent written and verbal English communication skills.
  • Working knowledge, skills and experience in Microsoft Office.

Broker Specialist

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

 

The Broker Specialist is responsible for providing a high level of support to the broker channel at SASCU by thoroughly reviewing, analyzing, and effectively processing mortgage applications received from the broker community. This role is responsible for the proactive management of broker relationships, building business relationships, providing exceptional ongoing service, optimizing this area of service delivery.

 

What you’ll do:

  • Identify and pursue opportunities for profitable growth of the broker channel by developing and proactively managing broker relationships.
  • Review and analyze mortgage applications and makes clear recommendations for higher approval authority that align with guidelines, policies, and practices.
  • Establish and maintain broker program service level agreements and act as contact point for broker questions or inquiries.
  • Prepare commitment letters and ensure subjects are met.
  • Ensure all necessary documentation is prepared and collected with due diligence while reviewing third party documentation and following up with brokers as necessary.
  • Work collaboratively and be accessible for consultation, advice, and support for internal staff.
  • Perform administrative processes for the broker channel to ensure efficiency, service, and quality control is met.
  • Attend meetings with brokers, lawyers, notaries, and appraisers to showcase SASCU as a partner for their clients.
  • Uncover opportunities for referral to other business lines including retail, Commercial, Wealth, and Insurance.
  • Keep current on business information as it pertains to the position and the delivery of informed service and advice to members.

What you’ll bring:

  • Two years of post-secondary education or equivalent and 4 – 6 years in the financial services industry with a strong focus on residential mortgage lending.
  • Previous exposure to the mortgage broker industry and broker generated mortgages.
  • Advanced knowledge of residential mortgages and CMHC products and policies.
  • Advanced skills in the Microsoft Office suite of products, particularly Excel and Word.
  • Demonstrated ability to provide a high level of service to branch staff, brokers, lawyers, appraisers, etc. in order to achieve business results.
  • Ability to handle heavy volumes as they arise while maintaining a high level of accuracy.
  • High level of ownership, accountability, and initiative.
  • A commitment to continuous learning and professional development.
  • Ability to build healthy relationships at all levels within SASCU.

This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, we want to hear from you! To apply, please email a résumé and cover letter to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

Back to Top