Manager Lending Support

Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands?  Do you have strong analytical skills with a solution-focus approach?  Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

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Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Lending Support opportunity available. Reporting to the Vice President Retail Service & Support, the Manager Lending Support is responsible for promoting exceptional member relationships, products, services, and delivery of retail and syndicated lending through administrative support.

Responsibilities:

  • Manage lending products including loan creation, user acceptance testing, deployment, and issue resolution
  • Manage all loan administration processes
  • Provide banking system administration and support in relation to lending products
  • Administer, maintain, monitor, and report on PCCU, federal, and provincial lending programs and assist in the development and technical direction of lending administration programs
  • Oversee the administration of syndicated loan files
  • Coach, develop, mentor, and motivate direct reports
  • Develop and recommend policies and procedures in the lending function and act as a corporate resource on interpretation, application, and implementation
  • Research and develop lending related pricing recommendations
  • Manage the second file check process and report findings
  • Comply with PCCU policies and procedures, and identify opportunities for department/organizational efficiencies

Qualifications:

  • Relevant degree, or a combination of education and experience within the financial services industry
  • Consumer and basic agriculture lending experience preferred
  • Management level experience with an aptitude for team building and providing top-notch customer service
  • Demonstrated analytical and numeric reasonability, with exceptional attention to detail, time management, planning, and organizational skills
  • Excellent interpersonal, oral, and written communication skills
  • Demonstrate integrity, confidentiality, and initiative

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

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Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Chief Operations Officer

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Chief Operations Officer. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Chief Operations Officer you will….

Provide strategic direction and leadership, as part of the Executive Management Team, for the overall operational success and profitability of TCU Financial Group.

You will be responsible for:

  • Developing and leading the execution of long term departmental business strategies aligned with corporate goals while considering complex external factors, member and employee engagement, risk assessment and evolving regulatory and legal requirements.
  • Providing leadership and support to the managers within the Member Experience team which includes the Retail, Wealth, Commercial, MemberLine and Marketing functions.
  • Ensuring that Member Experience aligns to and supports the TCU vision of the future.

As the Chief Operations Officer you are ….

  • A dynamic, strategic thinker, capable of identifying and achieving organizational objectives and goals.
  • A charismatic leader, able to foster a constructive corporate culture and encourage employee engagement by making the vision a living truth for the employees.
  • Capable of creating excitement, while leading the organization through the rapidly changing world of financial services and differentiating TCU from the competition.
  • A coach, willing to share knowledge and to ensure that staff reporting in have the abilities, skills and knowledge to cope with the demands of the job.
  • A person with a keen achievement drive, able to control outputs and step in with pro-active direction when results are lacking.
  • A highly engaged team member with a demonstrated understanding of all areas of responsibility.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8 – 10 years of experience at a senior management or leadership level, combined with a Bachelor Degree or a diploma in Business Administration or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, November 4, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Vice President Business Advisors

Vice-President Business Advisors

Permanent Full Time

Closes October 24 

Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $121,844 to $152,305

Innovation Credit Union has a bold ambition. In addition to being Canada’s next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

Would you like to earn above average pay, 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)

What some of the things a Vice President Business Advisors might do:

THE POSITION:   Reporting to the Senior Vice President, Business Advisors, this strategic position will oversee the business development within the Business Advisor Team. This position will provide leadership and direction in building a proactive sales culture while providing proactive, advisory services to a portfolio of key Agriculture and Commercial members.

  • Coach, Mentor and Manage Staff to champion the overall principles of our MemberFirst Culture and Omni-Channel delivery strategy as it relates to our sales and Service environment and standards. Ensuring the implementation and execution of portfolio management practices and foster an environment of proactive advisory services to member’s by team and self.
  • Implementation of InnovationOne processes across team to drive consistency and efficiency.
  • Lead a team that provides agricultural and commercial lending services, deposit and loan portfolio management and deposit advice.
  • Collaborate Internally and Externally on strategic business issues/opportunities and take action to continually improve productivity and profitability
  • Assess, identify, and mitigate risk as aligned to First Line of Defense principles and correlated to quality assurance, credit underwriting and overall sound portfolio management expectations.
  • Through a business line ownership model and a First line of Defense approach, ensure all activities, including credit origination, are executed within sound management practice and organizational risk appetite.
  • Ensure the implementation and execution of entrepreneurial portfolio management practices that foster environment of proactive advisory services to members.
  • Establish, maintain and grow relationship with members, team, business community, professionals and suppliers. Organize, schedule and monitor service provision to ensure maximum service levels.
  • Grow sustainable business through new member acquisition, deposit and loan portfolio growth.
  • Provide operating and capital budgets and financial forecasts for your team and monitor performance in relation to budget.
  • Creation of Sales plans that align marketing with strategic initiatives.
  • Seek constant and steady improvement in key strategic areas related to Commercial and Agriculture banking.
  • All leaders are responsible for ensuring day to day compliance with policies and procedures that are relevant to their operational area. Leaders are required to monitor and identify and instances of non-compliance during day to day activities and, if material, notify the Manager of Compliance who will report to Board and ELT.

What are some of the skills/experience a successful candidate will possess?

  • University Degree Commerce, Business or related discipline or completion of ACUIC Studies Program plus 7 years of job related experience or equivalent combination of education and experience
  • Proven high standards of verbal and written communication skills and attention to detail
  • Proven collaboration skills with the ability to build relationships with various stakeholders
  • Proven ability to manage cross functional projects and prioritize deliverables to meet deadlines
  • Knowledge and understanding of the regulatory environment that impacts the financial services industry
  • Demonstrated commitment to continual professional development

Interested?

Apply at www.innovationcu.ca/careers

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

  • Competitive salary
  • Benefits and pension
  • Preferred rates on our products and services
  • Investment in your professional development
  • Community involvement opportunities

What do our Financial Services Associates and Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

If building relationships, problem solving, and meeting challenges interests you…..this dynamic career is what you’re looking for!

As a Financial Services Associate or Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and 1 year of job-related experience, or an equivalent combination of education and experience
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

  • Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships; and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager, located in Regina.

As the Financial Services Relationship Manager you will be….

Responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Managing a growing portfolio of relationships
  • Providing a holistic approach to services
  • Developing business through community involvement and networking opportunities
  • Providing lending products including personal and mortgage loans
  • Providing deposit products such as GIC and RRSP
  • Positively influencing member acceptance of a technology driven approach to banking services
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business

As the Financial Services Relationship Manager you are ….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services.
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development.
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity.
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, October 21, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Senior Advisor, Business & Ag

New Community Credit Union in conjunction with Synergy Credit Union is seeking a full-time, permanent, Senior Advisor.

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

 

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of primarily commercial banking customers (members), with potential to expand ag banking customers. You uncover and understand member needs by asking the right questions and analyzing information to connect members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

 

A typical day may look like:

  • Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.
  • Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
  • Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
  • Mentoring and supporting team members for success.

 

You will be successful in this role if you:

  • Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services and promote them effortlessly.
  • Enjoy growing relationships through conversations with members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
  • Have strong time management and organizational skills with the ability to adapt and flex with changing climates.
  • Demonstrate the abilities to work well independently and in a team.
  • Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
  • Are passionate…..for your career, your members, our Credit Union, and our community.

 

We encourage you to apply as an equivalent combination of education or experience is also considered. Applicants with different levels of education and experience may be considered for developmental roles within our Credit Union.

 

Qualifications:

  • Related post-secondary education (e.g. Business Diploma) and 5 years of commercial lending experience are required. Equivalencies may be considered.
  • Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
  • A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.
  • Credit Union experience is considered an asset

 

What you should know:

This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed! You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.

What do we offer?

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

We offer:

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

 

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #226301 in the Subject Line. This position will be posted until a suitable candidate is hired.

 

More details:

  • Hours: 37.5 hours weekly.  Permanent full-time
  • Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

 

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

 

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

New Community & Synergy aspire to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Associate Manager, Regulatory Policy & Prevention

Associate Manager, Regulatory Policy & Prevention

Who we are:

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system. Our employees benefit from gaining experience and exposure to a wide variety of aspects within the financial services industry.

 

What you’ll do:

As an Associate Manager, you will join a team of professionals that collaborates with internal and external stakeholders to support regulatory policy and prevention initiatives. You will:

  • research, develop, and implement regulatory policy initiatives for credit unions, including inputs to the Corporation’s crisis management framework and deposit guarantee fund initiatives
  • monitor, analyze, and report on consolidated PRFI financial and non-financial performance trends
  • conduct ongoing research and analysis of the financial services industry, Saskatchewan credit union system, and the regulatory and economic environment
  • build and maintain effective relationships that support achievement of the Corporation’s objectives, such as proactive loss prevention and PRFI self-regulation

 

What you’ll need:

  • three to five years of experience in a related field, preferably with exposure to financial services or a regulatory environment
  • experience in the oversight of financial institutions, either internally through an institution’s oversight function (e.g., audit, compliance, risk, etc.) or externally through a regulatory body, would be considered an asset
  • undergraduate degree in commerce or business or an equivalent combination of education and experience
  • proven knowledge in policy development, risk management, and financial analysis and reporting; strong research, communication, and writing skills are required

 

Core competencies focus on decision making, problem solving, teamwork, communication, relationship management, and conflict resolution.

 

What we offer:

The salary range for this position is $75,000 to $93,749. We also offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, maternity/paternal benefits and education, training, and development opportunities. For more information on the Corporation, please visit our website www.cudgc.sk.ca. The Corporation is currently piloting a hybrid remote work arrangement option for employees and more details can be provided during the interview process.

 

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions, and perspectives make our organization stronger.

 

Ready to Apply?

Please submit your cover letter and resume stating competition number RPP-ASMGR by October 7, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted. Preference will be given to those located within Regina or willing to relocate.

 

 

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