Contact Centre Advisor

A view of SASCU's Uptown building, which includes its Contact Centre.
A view of SASCU’s Uptown building, which includes its Contact Centre.

This is a great opportunity to join a growing and enthusiastic team!

Create your future at 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 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 a Contact Centre Advisor, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey. This position requires a high level of interpersonal skills to engage members and provide service delivery through contact channels.

 

What you’ll do:

  •  Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit card application, and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Partner with other SASCU department specialists to provide comprehensive advice to the member.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Provide support to Contact Centre Specialists as required.

 

What you’ll bring:

  •  One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
  • Excellent interpersonal skills, including written and telephone communication.
  • Strong problem-solving and analytical ability.
  • Proficiency with technology including Microsoft Office and Customer Relationship Management software.
  • Commitment to continuous learning and self-development.

 

This position is full-time, working five days per week within the business hours of SASCU’s Contact Centre. 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!

 

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.

VeriBranch Lead

VeriBranch Lead

Permanent Full-time

Open to any location in Canada

Closes February 24

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

THE POSITION: Under the direction of the Manager, Digital & Core Banking, the VeriBranch Lead is responsible for evaluating business processes, anticipating requirements, and uncovering areas for improvement during the implementation of VeriBranch, an omni-channel banking platform. Areas of responsibility include:

  • Work with the vendor to match business processes to vendor workflows
  • Lead ongoing reviews of business processes and developing optimization strategies
  • Collaborate with vendors to establish and document shared testing strategies and processes
  • Lead team members in test planning, test case creation and test execution activities
  • Attend meetings and delivering presentations to share ideas and findings
  • Work closely with vendor, technicians, and business units
  • Ensure vendor solutions meet business needs and requirements
  • Perform functional and user acceptance testing
  • Support the Project Manager on project management activities

Some of the skills and abilities we would prefer to see in your application:

  • Bachelor’s Degree / Master’s Degree preferably in Business, Computer Science, Engineering, or a related field
  • A minimum of 4 years’ experience in business analysis or a related field
  • Advanced project management skills including Agile
  • Exceptional analytical and conceptual thinking skills
  • The ability to influence stakeholders and work closely with them to determine acceptable solutions
  • Advanced technical skills
  • Excellent documentation skills
  • Competency in Microsoft applications
  • History of strong professional development

Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Salary Range: $75,200 to $94,000

Assistant Manager Trail/Fruitvale

Do you…embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The successful incumbent supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance. The Assistant Manager Trail/Fruitvale works in both the Trail headquarter branch and the Fruitvale satellite branch.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary and benefits
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

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

For more information about Kootenay Savings, please visit www.kscu.com

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

Closing date:  March 5, 2021

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

Accounting Administrator

We’re hiring full-time temporary Accounting Administrator!

Do you have a passion for helping people and an eye for the details? We are looking for a diligent, full-time Accounting Administrator to fill a temporary 18 month position within our Finance Team.

Position Overview

The Accounting Administrator is a key position responsible for a wide variety of accounting and administrative functions within our finance department.

Individuals should be organized, accurate and conscientious; have exposure to financial institution products and service; possess knowledge of common accounting practices. In addition, the individual should provide exceptional internal service, demonstrate very good communication skills both verbal and written, and have the ability to handle a variety of responsibility areas.

Key Responsibilities

  • GL reconciliation; registered plans, deposit agents and suspense accounts
  • Administration and compliance reporting; Registered plans and deposit agents
  • Accept wires; Accepting and compliance reporting
  • Communication; Communication between finance and the Credit Union
  • Administrative support for branch operations; Outages, clearing, and following up with members when needed

Skills and Attributes

  • Excel; Strong proficiency
  • Strong communication skills; Strength in overall verbal and written communication
  • Diligence; Attention to detail and accuracy
  • Adaptability; Learning and working within various systems and technologies
  • Accounting and bookkeeping skills; Knowledgeable about accounting fundamentals

Experience & Education 

  • Preferred minimum 1-year experience in accounting
  • Working knowledge of RRSP’s and RESP’s
  • Accounting or bookkeeping courses are an asset

Qualified applicants should identify how their skills and experience match our requirements. We thank all applicants for their interest and only those applicants considered for an interview will be contacted. 

Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 120 staff serving 17,500 members and operates six branches, three insurance offices, and three financial planning offices. The strength of our Credit Union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit www.aldergrovecu.ca.

General Manager

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With over $180 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.

With the upcoming retirement of our current GM, the Board of Directors is seeking a strong leader who shares our values and commitment to our members and community.

This opportunity is located in Golden, B.C. Golden is a great place to balance work and lifestyle, with incredible scenery, abundant recreational activities, and a true sense of community, combined with a well diversified local economy. The town also offers all the services you need, medical and dental services, four public schools and a College of the Rockies campus, a youth centre, library, art gallery, and over a hundred non-profit groups delivering services and sports opportunities. You can find more information about what adventures Golden has to offer at: https://imaginekootenay.com/community/golden-bc/.

CVCU is one of 6 credit unions in the Kootenay Region exploring the potential to amalgamate to create benefits for our members, our employees, and our communities (see information at https://www.exploringstrengthandunity.ca/). We are looking for a permanent GM who sees opportunity in both potential outcomes of this process: leading CVCU into the future if the amalgamation doesn’t proceed, or joining a new $2.5 billion asset credit union in a non-CEO/GM leadership capacity if the merger is successful.

The Opportunity:
As the General Manager (GM), you will collaborate, partner and lead through some complex times ahead, instilling confidence in the team, the board, and with members.

Your top priorities over the first 12 – 18 months in this role will be:

  • Building up the capacity of the CVCU team; with additional retirements pending and new leaders in place, it will be critical to ensure strong succession planning, mitigate knowledge loss, and build a dynamic team culture to fully engage staff at all levels;
  • Engaging in the amalgamation process, working collaboratively with the other credit union leaders while bringing critical thinking to ensure members’ needs are best served;
  • Navigating the pandemic and pandemic recovery, ensuring the financial health of the credit union, members, local businesses, and our community.

Giving back to members, and the community generally, are core to this credit union. Our new GM will be an active and visible leader in the community, and will share our commitment to the cooperative movement and values-based banking.

The Ideal Candidate:
You are an experienced financial services executive who has held oversight of planning, financial management and budgets, marketing and brand, sales and service, and technology and digital service implementation. You have enough experience in retail and commercial lending to build internal team capacity and drive growth in this portfolio. You have a business development mindset, and will actively identify and pursue opportunities for the credit union.

You have experience with regulatory compliance and governance, and you’re familiar with the regulatory environment of financial institutions in Canada.

You have the ability to set a vision and lead people through change, and experience building a strong organizational culture – bringing people together to achieve common goals. You have led in a unionized workplace, have respect for the collective bargaining processes, and have been successful in creating a motivating and productive work environment within that context. You bring experience developing and implementing the human resources programs to maintain high staff engagement and productivity.

Through a collaborative approach, you create partnerships that compliment the strategy and contribute to the success of the credit union.

Your background includes a combination of relevant education and financial services leadership, ideally within the credit union system.

If this sounds like you, we encourage you to submit your resume and cover letter. If you have questions, or want more information on this opportunity, please contact Cindy Dopson at recruitment@central1.com.

Learn more about CVCU at https://www.cvcu.bc.ca/Personal/AboutUs/ and https://www.facebook.com/ColumbiaValleyCreditUnion

The posting will stay open until we have completed our search.

CVCU offers a competitive executive compensation and benefits package. We will consider relocation support for the right candidate.

DATA MODELER

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

To help carry us forward, we are searching for an experienced data modeler, a doer, a motivated self-learner, to join our team. The ideal candidate should be able to identify new technologies to solve problems and highly skilled in the development of the data model by providing thought leadership, business analysis and organization skills.  Reporting to the Data Governance & Architecture Lead, the Data Modeler will organize working sessions to gather requirements from various subject matter experts and analyze overall business needs. Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures and establish standards and guidelines. This role requires strong technical skills like connecting disparate data sources, as well as business knowledge, interviewing and analytical skills and excellent oral and written communications skills.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

DATA SCIENTIST

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences and product and services growth milestones. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics and multichannel marketing.

The person in this position has data science experience in statistical programming: Python, R.  Database analytics tools and machine learning frameworks, technologies, and platform: SQL, Databricks, Azure ML, AWS SageMaker, Azure, AWS. Experience in data integration with upstream and downstream systems, data development, database structures and data transfer methods: ETL, API.  Strong experience in data-driven marketing with focus on segmentation and measurement.  Exposure to marketing tech is strongly preferred – digital analytics platforms: Adobe Analytics, Google Analytics. Experience with Reporting and Visualization tools is strongly preferred: POWER BI.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

DATA GOVERNANCE & ARCHITECTURE LEAD

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

We recognize that there is a need for ownership and standards, and we acknowledge there is room for launching a tailored data governance framework addressing obvious pain points within our organization. We are searching for a Data Governance & Architecture Lead to help us realize the vision of a managed and effective data governance framework which will be an integrated part of how we conduct our business.  Reporting to the VP Digital & Fintechs, this is an exciting opportunity for a trail blazer that can bring about data driven transformation and execution of enterprise-wide, governance and management of data assets. As a member of the Business Intelligence Team, the Data Governance & Architecture Lead will drive the agile approach for the operational effort and execution of data governance, enabling business via the development and implementation of data quality standards, and effective use of data while minimizing privacy, security, operational and reputational risks associated with data.


If this sounds like what you want out of a career, v
isit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

Vice President, Strategy and Innovation

The Organization: Salmon Arm Savings and Credit Union Financial Group 

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

To learn more, please visit SASCU’s website.

The Opportunity: Vice President, Strategy and Innovation

As a member of the Executive Leadership Team (“ELT”), the Vice President, Strategy and Innovation (“VP”) provides leadership, direction, and oversight to the development and implementation of SASCU’s strategy. The VP is accountable to identify and integrate the work required to achieve the credit union’s strategic principles and vision. This position is responsible for both monitoring the strategic direction of the organization as well as leading key enterprise-wide projects that will fulfill that direction, particularly in the areas of digitalization and innovation. This role provides direction and leadership to SASCU’s Continuous Improvement, Lean Transformation, and Risk and Procedures functions through coaching and development, oversight, and monitoring the effectiveness of all related strategies, programs, and activities. The role is accountable to ensure the credit union is using analytics and process efficiencies to achieve its vision, strategic principles, and related key performance indicators including, increasing member attraction and retention, and enhancing profitability.

The ideal candidate will possess the following qualifications and experience: 

  • Post-secondary degree or designation in a business-related field (MBA preferred) or equivalent experience and several progressive years at the senior management level as a proven leader demonstrating the ability to work across complex business environments to achieve strategic outcomes.
  • Knowledge and experience in strategy implementation, particularly in the areas of technology enablement, digital transformation, and process improvement.
  • Skilled in project and portfolio management methodologies with demonstrated success at achieving results and keeping initiatives on track in a complex environment.
  • Exceptional leadership, critical thinking, coaching, mentoring, motivating, and communication skills; a strong champion for change with the ability to prioritize alternative solutions, drive results, and influence colleagues in a cross-functional environment.
  • Strategically minded with record of execution excellence and the ability to excel as both a team leader and individual contributor.

The complete opportunity profile can be viewed: Here

Contact: Robin Noftall or Greg Longster
Leaders International Executive Search
#880 – 609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com

Chief Financial Officer

The Organization: Integris Credit Union

Integris Credit Union was established in 2005 after the Nechako Valley Credit Union, the Prince George Savings Credit Union, and the Quesnel and District Credit Union amalgamation. Since then, Integris has grown to be the financial heart of northern British Columbia with over $1.6 billion in assets under administration, including over $200M off-balance-sheet assets administered by Integris’ Wealth Management Services division.

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

The Opportunity: Chief Financial Officer

As an integral member of the Integris Credit Union (“Integris”) Executive team, the Chief Financial Officer (“CFO”) is directly involved in setting the strategic direction of the organization, including by developing and overseeing the budget process, reviewing and providing input into corporate strategies, and ensuring tactical plans are aligned with strategic objectives.

The ideal candidate will possess the following qualifications and experience: 

  • A demonstrated understanding of Enterprise Risk Management and risk management principles.
  • Knowledge and awareness of current deposit, lending services, operations, marketing and personnel-related policies.
  • A thorough understanding of major business processes and their impact on financial reporting
  • Strong understanding of International Financial Reporting standards, auditing, financial reporting controls.
  • Developed skills in influencing management across an organization to help deliver strategic initiatives relating to the continued implementation of finance and accounting disclosure requirements
  • Demonstrated ability to gather, analyze and prepare reports related to branch efficiencies for committee and board meetings and related regulatory compliance.

The complete opportunity profile can be viewed: Here

Contact: James Laing or Greg Longster
Leaders International Executive Search
#880 – 609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com

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