Senior Client Support Administrator

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

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

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in Ontario, working in a home office environment.

Senior Client Support Administrator (Full-time, Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Sr. Client Support Administrator is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Sr. Client Support Administrator supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages.
Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day August 16, 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.

Executive Director, CUCC

Having served the credit union community over the last five decades providing strategic guidance and operational support, the Credit Union Central of Canada has been re-established with a mandate to ensure that its member organization will be supported by world class payments services. In an environment of high consumer expectations, greater competition and an increasingly sophisticated technology, the world of payments presents both opportunities and challenges.

CUCC is today a national organization owned by the five provincial / regional credit union centrals. CUCC is responsible for managing contracts with payments related suppliers, network compliance and project management. On behalf of credit unions, CUCC, in an earlier mandate, was one of the founding members of Interac and is currently one of its primary shareholders. Through CUCC’s participation at Interac, credit unions are able to access Interac shared services and key payment products such as e-transfer.

An immediate priority for the new Board will be the appointment of a new Executive Director. Working under the direction of the Board of Directors, the Executive Director will: provide the knowledge and leadership required to establish CUCC as a leader in the payments ecosystem; and provide overall management and direction for this complex organization with multiple projects, a constant focus on innovation, while leading transformational change initiatives.

The new Executive Director will play a key role in shaping a framework that will enable credit union participants respond to the dynamic changes occurring in the marketplace, and to implement structures and processes that will further a national payments strategy, stimulate product development, and establish strategic priorities for credit unions.

Working with internal and external stakeholder groups, the Executive Director will build an organization that recognizes excellence, is open to new ideas and shares a commitment to be “best in class”. Building upon the structures already in place, the Executive Director will establish a culture that values teamwork and communication. The success of CUCC will ultimately depend on the retention/recruitment of talented team members.

This innovative role will require a decisive leadership style in both strategy and execution. The Executive Director will have superior communications skills and the drive/energy to move multiple projects forward in fluid and constantly changing environment. This is a complex undertaking, calling for a sophisticated executive with an understanding of the Canadian payments and financial services sectors, a balance of strategic and operational skills, with a proven experience in creating a new organization or facilitating a transformation of an existing entity.

To learn more about this exciting opportunity please reach out to Michael Henry at michael.henry@masseyhenry.com or apply online at https://masseyhenry.com/opportunities/

Systems Architect (ECM)

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 Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Key Outcomes:

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications:

Post-secondary degree or diploma in Computer Science, or related field
5 years in technology roles, including experience working with Cloud Infrastructure services
3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
Business Analysis experience would be considered an asset
Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day July 13, 2021.

To apply, please visit our Career page at www.concentra.ca

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

Data Modeler

Permanent Full-Time

Open to working REMOTELY anywhere in Canada

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP Int Mark/Data Analytic, 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.

A Data Modeler does the following:

Develop, review, approve new data models and enhance existing models.
Work with other members of the development team to ensure all requirements are captured and reflected in the data model.
Validate logical data models with business subject matter experts.
Develop and maintain data dictionaries, CRUD matrix, flowcharts, design justifications and integration with enterprise data architecture.
Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures, create standards and guidelines.
Responsible for defining the source repositories and rules around the transformations.
Experience with establishing version control.
Strong communication skills including written and oral, with ability to work closely with stakeholders, business owners and analysts on requirements and use case design.
Participates in business requirements gathering, performs data analysis, designs logical data models, and participates in the design of physical data models.
Work with stakeholders to understand and derive meaningful data relationships and translate them into appropriate data models.
Train/mentor others in data modeling.
Actively participate in meta data definition and management.

Why Should You Apply?

You have a bachelor’s or master’s degree in computer/data science technical or related experience.
You have 5+ years of hands-on relational, dimensional, and/or analytic experience (using RDBMS, dimensional, NoSQL data platform technologies, and ETL and data ingestion protocols).
You have knowledge of the mathematical foundations of statistical inference and forecasting such as time series analysis, multivariate analysis, cluster analysis, and optimization.
You have the ability to quickly learn and adapt modeling methods from case studies or other proven approaches.
You have experience with Azure Platform Services including Azure Databricks, Azure Data Factory, ADLS and Azure DevOps. data warehouse, data lake, and enterprise big data platforms is required.
You have good knowledge of metadata management, data modeling, and related tools.

As well as:

SQL and/or PL/SQL.
Power BI Enterprise Gateway and ability to utilize Business Intelligence tools (Power BI) to represent insights.
Experience working with dimensionally modeled data.
Experience in translating/mapping relational data models into XML and Schemas.
Experience working in Agile/Scrum methodologies.
Above average interpersonal and communication skills
Demonstrated commitment to continuous learning and development

Interested?

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

MANAGER, OPERATIONAL RISK

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: The Manager, Operational Risk reports to the Chief Risk Officer and leads the development and implementation of the operational risk management framework. The manager of operational risk will collaboratively work with internal business units and teams to perform operational risk assessments and ensure appropriate plans are established to align to Risk Appetite. The Manager, Operational Risk will monitor operational risk issues and will provide regular reporting to both Senior Management and the Board of Director’s Risk Committee. The position will play a key role in championing and instilling an effective enterprise wide risk management culture. How does one do this? Glad you asked!

A Manager, Operational Risk does the following:

Develop operational risk policies and practices to ensure Operational Risk Management framework evolves with the changing needs and risk profile of the credit union.
Keeps abreast if latest operational risk management techniques and industry best practices.
Works with internal teams and business units to identify key operational risks, facilitates risk control self assessments and ensure business units build appropriate action plans to address operational risk issues.
Monitor operational risk issues and action plans for the credit union and provide consolidated reporting to board and senior management.
Assist in investigation of root causes of operational risk and will provide support to mitigate risk.
Support the management of development and validation approaches to credit union risk modeling and measurement, risk assessment and mitigation within the ORM and ERM frameworks
Provide management and development in context to the ORM Framework
Identify deficiencies and advise of potential risk situations
Monitor and evaluate policy and procedures for enterprise risk and make recommendations for improvement to ensure policies and procedures are enacted accurately and effectively communicate key control provisions
Create and maintain a constructive culture that is conducive to team achievement, productivity improvement and professionalism

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have a university degree in Commerce, Business Administration, Public Administration, Law, or a related discipline; plus 4-6 years of job-related experience (or an equivalent combination of education, experience and learning, preferably within the credit union system)
You will have or will be willing to work towards a Risk Management certification.
You have a track record of success in quality control and assurance as it relates to operational risk
You have strong attention to detail, organizational awareness, and you are strategic in nature
Have a strong understanding of the Microsoft Environment, workflows, and file management
Previous operational risk management experience in a federally regulated financial institution is preferred but not necessary.

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Solutions Architect

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 Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Solutions Architect

(Full-time, Permanent Position)

Key Outcomes:

The Solutions Architect ensures that the Bank’s Enterprise Infrastructure Systems are appropriately designed, managed, documented and organized throughout the entire development and maintenance lifecycle. This position is responsible for short to medium term objectives, and conducts in-depth analysis and employs conceptual thinking, working to find unique solutions to problems considering interconnection among applications and/or lines of business.

The Solutions Architect assists other business units in understanding problems and ensuring a holistic perspective and collaborates to resolve issues and architect solutions to either new applications, or for application improvements. This position also provides subject matter expertise and is responsible for the creation, maintenance and management of IT architecture models and their lower-level components.

Qualifications:

Post-secondary degree in Computer Science; a comparable combination of education and relevant work experience may be considered
7-10 years of experience with Azure cloud support or development
7-10 years of experience with Data Centre support or development
Experience working in Agile work environments and projects is preferred
3 years of experience in the financial services industry with an in-depth understanding of infrastructure architecture

Applications for this opportunity accepted until end of day June 29, 2021.

To apply, please visit our Career page at www.concentra.ca

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

Business Relationship Manager

Business Relationship Manager
Full-time Position in Thunder Bay, ON.

Who We Are
Copperfin is Northwestern Ontario’s largest locally owned credit union, with locations in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay. Our number one priority is to advance the lives of the people and communities we serve. We have a desire to improve the lives of people who live in our community. We invest in our Members’ financial health and strive to ensure we’re offering them the best financial tools to reach their goals.

About This Opportunity
We’re looking for a responsible, motivated individual for the position of Business Relationship Manager. This position is located in Thunder Bay, ON.
Reporting to the Senior Manager, Business Advice, the Business Relationship Manager will be responsible for proactively managing a portfolio of members consisting of medium to complex business accounts, including:
• Delivering value added financial advice and superior service to enhance and grow individual Member relationships.
• Interviewing, analyzing, and approving new loans, renewals, amendments, and security substitutions in compliance with credit union policies and procedures.
• Facilitating growth and business development initiatives with existing and prospective members, partners, and community leaders to strengthen and grow the business portfolio.
• Monitoring the changes in business conditions and market trends and their potential impact on members.
• Contributing to the development, maintenance, and execution of the departments business plan for growth, including relationship management strategies, enhanced business processes and financial performance.
• Work independently on a range of complex tasks, which may include special projects.

What We Are Looking For
• Excellent interpersonal skills including demonstrating approachability, trustworthiness, flexibility, strong work ethic, and a Member first mentality.
• Post-secondary degree/diploma, ideally in business or related field preferred.
• Minimum three to five years of lending experience and/or experience gained in financial services industry.
• Proficiency in Microsoft Excel, Word, and PowerPoint with the ability to learn new systems.
• Excellent member service skills; strong verbal and written communication skills and superior problem-solving abilities.
• Strong capabilities in analysis, judgement, and data driven decision-making.
• Ability to work in a dynamic team environment.

Why Choose Copperfin
We invest in our people so that you’re able to learn, develop and are well prepared to support the ever-changing needs of our Members while working towards advancing your career and expanding your skillset. We care about each other and believe in making a difference in the communities we live, play and work in.
• We encourage the growth and advancement of our Team Members. Our Leaders support
your development to advance and grow through managing opportunities and coaching.
• We empower our Team Members to be decision makers while providing opportunities to work on unique projects from time to time.
• We offer a competitive health benefits plan including employee pricing and rewards.
To learn more about why our Team Members love working at Copperfin and to get a glimpse of the exciting opportunities we’re a part of, check out our Facebook or Instagram.

About the Salary
The salary for this position will commensurate with the skills and experience of the successful candidate.
Please submit your cover letter and resume to:
People and Culture Team
recruitment@copperfin.ca
Copperfin Credit Union
346 Second Street South
Kenora, ON P9N 1G5
We thank all applicants; however only those selected for an interview will be contacted.
Upon request, accommodations are available for all parts of the recruitment process.

Manager Commercial/Agricultural Services

Job Title: Manager Commercial/Agricultural Services

Reports To: Chief Executive Officer (CEO)

If you are the right person Southwest Regional Credit Union welcomes applicants to apply for this great job opportunity!

Our History:

Southwest Regional Credit Union is a full service Credit Union meaning we offer a wide variety of products and services to fulfill our membership needs, including several borrowing options and wealth management services. All our member deposits, with the exception of Mutual Funds, Membership Shares and US Accounts are insured through the Financial Services Regulatory Authority of Ontario (FSRA). Southwest remains a strong organization and well positioned to meet both current and future financial needs of our members. The Credit Union aims to return a considerable portion of annual earnings to members via dividends and loan interest rebates.

We have come a long way since 1939 and much has changed – but the Credit Union still believes in its roots of ‘Serving People with People’ and is focused on providing superior service to its membership. Our history shows just how much we have grown, but our future is always focused on providing “Banking Like it Used to Be.”

Job Summary:

The Manager Commercial/Agriculture Services is responsible for building and maintaining a portfolio of commercial and agriculture businesses. The incumbent delivers a broad range of commercial and agriculture services and initiates and/or participates in business development activities to grow the portfolio through consolidation and retention of existing business and by obtaining new business from potential members. The Manager Commercial/Agriculture Services ensures the completion of reviews on portfolio accounts including property site visits as required.

The Manager Commercial/Agriculture understands his/her role as brand ambassador and provides a positive brand experiences to all members and industry partners.

Duties and Responsibilities:

Contribute to and implement strategic action plans and commercial/agriculture business development tactics based on established sales strategies
Responsible for the supervision of administration staff within the department
Proactively participate in various external activities such as community events
Work closely with Branch staff to support existing and new commercial/agriculture member relationships by acting as a key advisor and subject matter expert
Respond to all business opportunities in a timely manner and effectively manage any member concerns or issues
Collect and compile information and analyze financial statements to assess credit worthiness
Provide sound credit approvals within lending limits while balancing the needs of the member and SWCU, making recommendations for approvals/declines to the CEO or designate if outside discretionary limits
Process syndicated loan applications as requested
Responsible for quality of business generated and achieving expected revenue and growth targets
Ensure all assigned commercial/agriculture files are reviewed on a regular schedule and that all required documentation is in order; review loan risk and make short- and long-term recommendations on files posing potential risk problems
Review commercial/agriculture overdraft reports and take appropriate action where required
Generate and review monthly reports tracking the performance and status of the Commercial and Agricultural portfolio, and any other specific reports as requested for review by the CEO and Board of Directors
Develop and maintain a strong business relationship with all members within the portfolio
Maintain and contribute to strong business relationships with industry partners including but not limited to Aviso, CUMIS and Central 1, and third-party vendors including but not limited to Collabria and POS Merchant Services
Establish and maintain professional relationships and effective communication with realtors, brokers, builders and new members in order to develop commercial/agriculture lending referral opportunities from this business referral network and other referrals including but not limited to merchant services, deposits, insurances and wealth management opportunities
Provide excellent client service to internal and external parties
Be aware of enterprise risk management issues as they relate to Lending Services and bring forward strategic and risk issues for discussion, review and solutions to the CEO or designate
Stay current with general economic indicators and industry sector trends
Maintain a thorough knowledge of policies and procedures as they pertain to the operations of Lending Services

Work safely in accordance with SWCU’s Health & Safety Policy, procedures and the Occupational Health and Safety Act as amended from time to time

Contribute to the development of sales and service goals and objectives for SWCU branches in consultation with the CEO or designate
Assist the branches to operate within established and accepted risk management guidelines, Anti-Money Laundering, Privacy and any other applicable legislation in consultation with SWCU policies and procedures
Perform any other necessary tasks that may be required, and that have been deemed reasonable for this position. We require full commitment to the sales expectations that may be laid out for the branch and guided by the CEO or their designate

Qualifications:

University business degree or equivalent work related experience
Minimum 8 years experience as senior lender managing large credits in terms of size and complexity
A background in farming, agri-business or commerce an asset
Experience in dealing with high risk or watch accounts an asset
Proven ability to successfully manage the relationship with existing lending accounts
Proven quality of credit analysis including completion of credits, accuracy and sound judgement in credit decisions
Proficiency with financial statement analysis and a general understanding of accounting and the various forms of business structure like sole proprietorship, partnership, incorporation and unincorporated associations
Member focused experience in the financial services is an asset
Possess a thorough understanding of SWCU products, services and banking system
Possess an understanding and commitment to the co-operative philosophy within the credit union system

We are an equal opportunity employer values diversity in our workforce, as well as in our members, suppliers and others. We provide equal employment opportunity for all applicants and Employees and do not discriminate on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status, disability or any other characteristic protected by local law.

Interested candidates can apply in confidence to the Director of Human Resources to hr@southwestcu.com

Loans Officer – (Ottawa & St. Catharines, ON)

We are a thriving credit union, known for extraordinary customer service that has deep roots in the community. The company serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Loans Officer in each of our Ottawa and St. Catharines branch locations. You will report directly to the Branch Manager. As the Loans Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Loans Officer will:

Market the credit union’s products and services by promoting, up selling and cross selling a full range of lending and investment vehicles.
Actively solicits new sales opportunities through warm and cold calling potential community businesses as well as through staff referrals.
Maintains a high profile within the branch trading area and actively seeks out opportunities to build and foster relationships with members, non-members and business contacts.
Champions the credit unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions.

Duties and Responsibilities:

Identifies opportunities to promote, up sell and cross sell credit union lending products including consumer loans, mortgages, lines of credit and credit cards.
Being a product specialist, providing good financial advice by identifying services members need.
Qualifies all loan and mortgage opportunities by conducting member interviews, analyzing relevant financial information, verifying loan application information and investigating other variables affecting loan viability.
Approves loans and mortgages within discretionary limits; makes recommendations for approvals or declines to next level management if outside discretionary limits.
Prepares and processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
Develops a process for early identification of problem accounts and promptly takes action to minimize risk; initiates ‘soft’ collection activity by following up delinquent accounts.
Develops a process to identify investment, loan and mortgage renewals; initiates contact with member to maintain accounts and relationships.
Meet sales targets for non-interest income products.
Promote, recommend and explain digital services to members.
Represents the credit union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
Maintains strict adherence to credit union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
Performs other related duties as assigned by next level management as, and when, required. This may include opening member accounts, producing reports, assisting members with regular transactions and assist Member Service staff.

Our Ideal Candidate:

Completion of a post-secondary degree with a concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience.
Minimum of 2 years experience in credit underwriting; and generating mortgage and loan business in a credit union or other financial institution.
Able to demonstrate knowledge of member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills.
Excellent communication and negotiation skills.
Strong team player; working collaboratively in a small branch setting.
Proven experience in sales.
Confident, self-starter, proactive
Flexible and demonstrates high degree of adaptability, able to organize effectively and manage multiple priorities
Computer literate – Word, Excel; PowerPoint, Outlook
Embrace learning and utilizing new technologies
Bilingual – English, and Ukrainian an asset

Job Specifications

Key Relationships

This position interacts with credit union members, all branch positions and members of the community, including the business community within the branch trade area.
This position plays a role in transferring skills and knowledge to others.

Working Conditions

A standard office environment is provided however due to the nature of the business, there is risk of exposure to hold-ups and threats.
Travel to various credit union and meeting locations within the province may be required.
Works with confidential and/or sensitive information and must maintain confidentiality at all times.
Concentration is required when working with computer systems.
Regular interruptions by staff and members (unscheduled appointments)
Required to assist with branch housekeeping

Please note Ukrainian Credit Union Limited has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know so that arrangements can be made for the appropriate accommodations during the recruitment and selection process.

For consideration, please submit your resume and application, specifying which location in your subject heading (Ottawa-Loans Officer or St. Catharines-Loans Officer) by email to Andrew Rozanec, Human Resources Manager, arozanec@ukrainiancu.com

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced sales professional to join our retail team.

Are you a self-starter, focused on exceeding sales targets and providing incredible client service? Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia. You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience.
Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution.
Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
Is detail oriented, with strong planning, organizational and time management skills.
Has well developed presentation skills.
Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.