Account Management – Page 5 – Credit Union Careers

Payments and Clearing Clerk

The Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. First Nations Bank has a strong history of growth and profitability with a clear strategy of expansion in the Canadian marketplace and provides ongoing career opportunities for our employees.

Location:
We are looking for a highly motivated and organized individual to fill the role of Payments and Clearing Clerk, to be based in our Head Office in Saskatoon on a Monday through Friday work week.

The Challenge:
The Payments and Clearing Clerk is responsible for various functions and duties related to back-office processing, including but not limited to cheque and AFT rejects, returns and chargebacks while adhering to CPA standards. Additional duties include trace requests and investigations, customer support, transaction processing to and reconciliation of our General Ledgers, PaymentStream AFT support and other general administrative tasks. All work must be carried out with a high degree of accuracy and a focus on service and support to internal teams.

Qualifications:

2-3 years of experience working in a Financial Institution would be preferred. Alternatively, 2-3 years of experience in office administration or accounting
Strong analytical skills with ability to pay close attention to detail
Proficiency in learning new software applications
High level of organizational skills with ability to prioritize daily workload
Ability to adjust to changing work priorities and meet deadlines
Strong customer service and interpersonal skills
Excellent verbal and written communication skills

Make First Nations Bank of Canada Your First Choice!

Submit your cover letter and resume to hr@fnbc.ca

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

Account Manager

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you’re choosing to give back to your community. Local money that stays local – help us support local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen communities in which they live!

Interior Savings is looking to bring a new Account Manager to work with our Penticton and Oliver Branches in the South Okanagan.

The South Okanagan is known for having the warmest weather conditions in all of Canada with lots of sunshine and a comfortable climate all year round. It’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

As an Account Manager with Interior Savings, you are a key contributor to the financial success of our company. You actively grow the business and lead initiatives such as campaigns, seminars, and networking with external centers of influence. You are responsible for some branch operations in the absence of Branch Management including but not limited to acting as team lead for other employees, assisting with more complex member issues, ensuring that member service levels are maintained, that branch security is maintained and monitoring opening and closing activities. This position requires strong communication, leadership and mentorship skills, the ability to work well under pressure, the ability to be a strong team player and professionalism.

As a Mutual Fund licensed Account Manager you will have a focus on Investments and through a comprehensive advisory experience, you increase members’ financial confidence by helping them achieve their financial goals. You provide the appropriate advisory service and make the necessary referrals to ensure the members’ needs are met. You are responsible for creating and executing business plans that grow your book of business. You are results oriented and are responsible for meeting and/or exceeding specific individual targets while contributing to the success of Interior Savings as a whole. You are entrepreneurial in spirit and implement retention strategies with value-added activities. You proactively network with a diverse range of members focusing on developing and acquiring those with a high investment complexity as influenced by market locations. You will also perform other duties as assigned.

What we are looking for….

Education

High School Diploma or better
Investment Funds in Canada (Mutual Funds) or better

Experience

4-6 years: Job related experience in a financial sales and service environment

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Farm & Business Advisor

Farm Business Advisor – Kipling Branch
Join the Cornerstone Crew!

Be Part of Something . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Kipling branch of Cornerstone Credit Union!

As a Farm Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals.

Reporting to the Manager, Farm Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm Business portfolio consisting of small market enterprise accounts.

What We Are Looking For . . . .

To be considered for a Farm Business Advisor at this level you must have a minimum of 2 to 5 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking the best candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members, employ about 280 people and manage assets of about $2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/218912.html

Business Relations Manager

The Opportunity

We’re looking for a Business Relations Manager to join our team. This position will be based out of Yellow Grass or Lang, Saskatchewan. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for leading people and want to help others achieve their financial goals, then look no further!

The successful candidate will be responsible for coaching and managing a team of individuals who build lasting relationships with our membership. They will provide an exceptional member experience through account and lending services at two of our rural branches in Yellow Grass and Lang, Saskatchewan. The position works closely with other managers and team members within the credit union to build member relationships that add value and positively contribute to the credit union’s strategic vision.

The Individual

• Will be nimble, agile and welcoming to change.
• An individual who values continued education and pushes others to grow.
• Someone who is a team player and brings an energetic spark to work each day.
• An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
• Someone who values giving back to their community.

Qualifications

• Minimum of 2 years post-secondary education plus at least 10 years of experience working in the financial industry or an equivalent combination of education and experience.
• Previous management and coaching experience with a proven track record of motivating and developing high performing teams.
• Working knowledge and thorough understanding of the legal and legislative requirements related to account and lending services.
• Proven track record of developing strong internal and external relationships, both individually and in a team environment.

What we offer

• Competitive compensation package including base and variable pay.
• Comprehensive employee benefit package is offered.
• Generous paid time off including personal time, study time and above industry vacation accrual.
• Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Senior Advisor

A great opportunity to build your professional career and create a 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 on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor, you will build deep relationships with members by learning what is important to them and then providing customized, advice-driven solutions that will guide them on their financial journey.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, mutual funds, registered products, and term deposits.
Offer personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit cards, and associated insurance products.
Service and manage an assigned portfolio of estate accounts.
Interview loan applicants, analyse credit information, and make recommendations on creditworthiness.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to creating a warm and welcoming environment.

What you’ll bring:

Two years of post-secondary education or equivalent.
4 to 6 years of progressive experience, including cash, investments, and lending services.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly learn SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability, and initiative.

This is a full-time position working 5 days per week within the operating hours of the branch. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Manager, Farm & Business

Join the Cornerstone Crew!
Manager, Farm Business

Be Part of Something . . . . .

Cornerstone Credit Union is looking for a highly motivated and exceptional leader to join our Farm Business team of professionals.

Reporting to the Director, Farm Business Banking you will be responsible to manage and lead a team of Farm Business Advisors in developing new business relationships and work with the team to capitalize on these opportunities while retaining existing business with members and clients.

Your responsibilities will include:

Coach, mentor, develop and motivate a team of professionals with the credentials, aptitude and desire to meet and exceed member needs while helping to achieve credit union goals within all strategic priority areas.

Effectively manage the loan portfolio as it relates to risk, pricing, diversification and quality.

Support the development of a strong deposit and off balance sheet portfolio and non-interest revenue streams.

Manage and provide technical direction for the lending functions within the respective branches.

Hold the team accountable for annual sales and service targets and relevant MemberFirst Service Standards.

Responsible to review and coach the completion of Farm Business credit within established limits or recommendation to a higher approval authority.

Responsible for team participation and promotion of programs that contribute to new business development and quality service.

Ensure all business activities within area of responsibility are in compliance with sound business practice, legislation, regulations, policies and procedures.

Participate in Internal and Executive Credit Committee.

Contribute to the annual budget process and manage expenses to budget while ensuring strategic objectives are met.

What we are looking for . . . . . . .

The ideal candidate will be a community minded individual with post-secondary education in Business or related field, plus a minimum of five to seven years of job-related experience or an equivalent combination of education and experience. Extensive credit knowledge including understanding of risk tolerance methodologies and practice. Proven leadership skills as well as a demonstrated commitment to excellence and member service are a necessity. Demonstrated ability to assist advisor team with proactive member outreach to provide a differentiated member experience.

A commitment to continuous learning and development is an important part of being on our team.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

Cornerstone Credit Union has 23 branch locations in Saskatchewan, employs 250 people and manages assets in excess of $1.8 billion.

This position will manage a team of Farm Business professionals serving members in and around the Credit Union.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/206516-37571.html

Member Relationship Specialist

We’re looking for a Member Relationship Specialist to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for WOWing your members and would like to work with an amazing team where you can build and further your career, look no further!

The successful candidate will join a team of 6 Member Relationship Specialists. They will be responsible for consumer lending requests, opening new accounts, completing signing authority documentation for all deposit accounts, completing basic investment products and processing card related requests. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

The Individual

Will be nimble, agile and welcoming to change.
Has been successful in a sales, service and goal oriented work environment.
A team player who brings an energetic spark to work each day.
An individual who is self-motivated and has a passion for helping their members.
Someone who values giving back to their community.

Qualifications

Minimum Grade 12 with preference given to individuals with post-secondary education or previous work-related experience in the credit union and financial industry.
Minimum of 1-3 years’ experience in a financial institution or an equivalent combination of education and experience.
Preference given to those with experience, a solid working knowledge and thorough understanding of legislative requirements associated with both deposit account opening and lending.
Proven success working within a sales, service and goal-oriented environment.

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Generous paid time off including personal time, study time and above industry vacation accrual.
Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Business Adjudication Manager

af·fin·i·ty (noun):

the name on our doors
a natural compatibility

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

We’re looking for a Business Adjudication Manager to lead a highly-skilled team of credit experts, provide financing to our businesses and ag members and help enhance the local economy.

What you’ll do:

Make financing decisions, conduct analysis and provide approvals for commercial and agricultural credit applications
Support credit granting and maintenance for our business members
Evaluate, develop, test and revise our credit procedures, tools and practices
Mentor a highly-skilled team in providing personalized advice while adhering to sound business practices, regulations, policies and procedures

What you’ll get:

The support to grow in your career and ample opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package including health and dental benefits, pension and health spending account
Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

A post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
Advanced knowledge of commercial lending practices, granting credit and complex business evaluation
Intermediate knowledge of commercial and ag lending practices
Solid coaching skills

How to throw your hat in the ring:

Forward your cover letter and resume to careers@affinitycu.ca

We can’t wait for you to fully unbank yourself and join the Affinity team!

Associate Business Advisor

Temporary Full-time (approx. 1 year)

Closes February 24

Open to any Advice Centre Location

Annual Salary: $53,652 – $67,064

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: As part of a high-performance work team, this position is responsible to effectively collaborate by jointly managing the responsibilities through timely & consistent two-way respectful communication with a team of Ag & Commercial Business Advisors to deliver high caliber advice and member experience. They will work within their teams to proactively develop strategies and target service offerings to increase sales. Associate Business Advisors will be knowledgeable on Policy, Practice and Procedures to effectively ensure loan quality that will result in high scoring Quality Assurance. How does one do this? Glad you asked!

An Associate Business Advisor does the following:

Assists with ECI input & analysis
Assists with completion of Loan documentation
Ensures all loan activities are in compliance with relevant legislation, regulations, policies, and procedures
Recognizes and acts upon business development opportunities that would be beneficial to the organization and its members as a whole
Participates in the development and support achievement of sales targets, marketing plans, and member service standards
May act as resource for appointments with members on initial loan requests or finalizing signatures on documents

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have minimum one year of formal post-secondary education or equivalent; plus 1 to 3 years of job related experience (i.e., opening business accounts, consumer lending, quality assurance) or equivalent combination of education and experience
You have proven sales and service skills and are committed to growing Innovation Credit Union business attained through demonstrated use of sales and service principles
You have strong communication skills with the ability to relate well to members and co-workers
You have working knowledge of various software packages, including but not limited to, Microsoft Office, ECI, ProLender, FCT, iClic
It would be considered an asset if you’ve completed courses related to Consumer Lending, Residential Mortgage, Commercial and Agricultural Lending

Insurance Manager

Northern Savings offers a full range of personal and business financial services as well as insurance, financial advising and investment services through its online channels and its branch locations in Prince Rupert, Masset, Queen Charlotte, and Terrace. At Northern Savings, we honour the northwest region and our history through our commitment to superior service for members, employees, customers, and the communities we serve.

Exciting Career Opportunity

Northern Savings Insurance Services, our insurance subsidiary, located in Terrace, BC, has an exciting career opportunity. Our current opening for a full time Insurance Manager may just be what you have been waiting for.

The successful candidate will have previous insurance management, sales and service experience or an equivalent combination of education, training and experience, If you are energetic and have a natural ability to develop excellent rapport amongst employees, this is an opportunity for you.

Minimum qualifications

Education:

Completion of post-secondary education required.
Completion of sales training required.
Level 3 insurance license is required or working towards insurance designation.

Experience:

Previous insurance sales and service experience is required.
Previous leadership experience is required.

The ideal applicant must have demonstrated sales skills, relationship building and business development skills, and the ability to communicate and liaise professionally with all members, potential customers, community groups and co-workers while maintaining confidentiality.

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