Loan Administrator

NIVERVILLE CREDIT UNION

Loan Administrator

Niverville Credit Union, with branches in Niverville, Steinbach and Landmark serves over 9,000 members and has over $400 million in assets under administration. We have a staff compliment of over 40 employees spread over 3 Branches. The position is full-time, located primarily out of the Niverville Branch.

The Position:

We are seeking a team player with a strong service focus, a high level of work accuracy and an ability to offer products and services to assist members in meeting their financial goals.

The Loans Administrator Position performs a variety of administrative functions associated with the setup and maintenance of Consumer, Residential, Commercial and Agricultural credit files. Responsibilities include the delivery of exceptional member service by providing administrative support to both Account Managers and Consumer Lenders while interfacing with members on various services. This also includes preparing and verifying documentation, security registration, keying information into the applicable software and banking systems, including any other duties as assigned.  Finally, an important role in this position includes ensuring all lending activities are in compliance with legislation, regulations, policies and procedures.

Qualifications:

  • High School or 3 years of job-related experience or an equivalent combination of education and experience of which 2 years involve administration experience.
  • Business Administration Certificate would be an asset;
  • Knowledge of Legislation; including the Credit Union Act asset;
  • Practical knowledge and experience in Administration, Lending, and Customer Service Excellent.
  • Working understanding of Credit Union services, philosophies and principles.

What do we offer?

  • A welcoming and friendly team oriented culture,
  • Competitive salary,
  • And a comprehensive benefits package.

Please forward your resume and cover letter by Friday, October 1, 2021:

Rosemary Johnston, Supervisor, Loan Administration
Niverville Credit Union
62 Main Street
Niverville, MB R0A 1E0

Fax: 204.388.9970

Email: rosemary.johnston@nivervillecu.mb.ca

 

We would like to thank all Candidates for their interest; however only those considered for an interview will be contacted.

Executive Assistant – Permanent Full Time

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

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

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

The Opportunity

CVCU is looking for an experienced Executive Assistant to support our organization, CEO, Board of Directors, and our members.  This is a permanent position, with the opportunity to work remotely and in our office in Golden, BC.

Reporting directly to the CEO, the Executive Assistant is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is primarily responsible for providing efficient and confidential administrative support to the CEO and Board of Directors, as well as performing other administrative duties related to the human resources and payroll functions of the credit union.

Some of the specific accountabilities of this role include:

  • Maintain the CEO’s calendar and appointments, applying diplomacy and good judgement in managing requests of the CEO’s time.
  • Ensure the confidentiality of privileged or sensitive materials related to the CEO office and the Board of Directors.
  • Prepare reports, correspondence and presentations for the CEO and Board of Directors.
  • Work closely with the CEO and Chair of the Board to prepare Board meeting agendas and maintain the Board’s annual calendar of activities, including the scheduling of Board and committee meetings.
  • Coordinate and plan the annual general meeting, strategic planning session(s), business planning meetings and other Board and branch-related activities as required.
  • Attend Board meetings, take minutes, and distribute minutes and meeting packages.
  • Coordinate travel and accommodations for Directors and track Board expenses.
  • Maintain all personnel records related to attendance, vacation pay, benefits accruals and payments, and provide administrative support for payroll purposes as needed.
  • Support the CEO with employee performance planning activities and other human resources initiatives, as well as ensuring human resources policies are kept up to date.
  • Perform other related duties as required.

Qualification and Skill Requirements:

We’re looking for someone with relevant post-secondary education and at least 5 years of related experience in a financial institution.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • Sound knowledge of general office procedures, business machines, and computers, with proficiency in Word, Excel, and Microsoft Office products.
  • Ability to communicate effectively, both verbally and in writing, with experience in drafting correspondence, taking minutes, and writing reports.
  • Excellent interpersonal skills and the ability to interact with staff, members and Board of Directors in an effective and diplomatic manner.
  • Ability to type with reasonable speed and accuracy and to perform basic mathematical computations.
  • Strong organizational skills with the demonstrated ability to manage multiple priorities and meet deadlines.
  • Ability to make independent decisions, with sound judgement, and a willingness to learn.
  • Ability to maintain a positive and professional demeanor at all times, supporting and promoting changes within the organization.
  • Understanding of credit union operations, with a commitment to the credit union philosophy and vision.

The Reward

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

Loans Administrator

An exciting opportunity exists, for an experienced Loans Administrator to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $268 million, loans $188 million, deposits $244 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Loans Administrator is a key member of ABCU’s Credit team, with primary responsibilities to complete all administrative duties to assist and support the credit department at ABCU. This includes performing a variety of administrative duties, such as the set up, maintenance, and compliance of all residential, consumer, commercial, and agricultural credit files. Additional responsibilities include the responsibility for the advisory services meet and greet reception desk, keying information in to applicable software and banking systems, and providing exemplary member service to all members. This position works to support all lending roles and the collections area. This role requires expert knowledge of credit administration to support both retail and commercial workflows, and has excellent time management skills.

This role is part of the overall lending team and works out of the Beaumont Community Branch location. As such, the role works closely with the full lending team and is on a full-time work schedule and may be required to take on temporary duties when dealing with short term urgent issues.

The successful candidate will have the following qualifications:

· Post-secondary degree or diploma in Business Administration preferred

· Three to five years job/industry related experience preferred

· Comfort and ability to work with a high level of detail/accuracy

· Proficient use of Microsoft Office Suite (Excel, Word, Outlook)

· A combination of work and education experience will be considered

· Be a team player

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Retirement and Pension Associate

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

Summary:

We are expanding our Member Experience team and adding an exciting new position, a Retirement and Pension Associate!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals,
  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
  • Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
  • Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
  • Assist with projects (e.g., information technology, member experience, member education and member engagement).
  • Develops and maintains knowledge and application of CSS policies and procedures.
  • Develops and maintains knowledge and application of the CSS’ vision, mission and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skills and Abilities

  • Sound knowledge of pension and other relevant legislation.
  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
  • Strong analytical skills including the ability to analyze information (e.g., financial and membership data).
  • Excellent organizational, administrative, and problem-solving skills.
  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.
  • Strong desire to learn and grow in the pension and retirement industry.

Qualifications

  • Previous experience with customer service, information systems, and data analysis,
  • A post-secondary degree or diploma in business administration or commence, and
  • Two or more years of experience in a financial, wealth, retirement services or a relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

  • CSS Pension Plan
  • Attn: Director, Member Experience
  • Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

 

Systems Support Analyst

VantageOne Credit Union is seeking an experienced Systems Support Analyst. This position is based out of our Vernon BC office (3108 33 Avenue, Vernon BC).

If you have a business/finance or computer science degree or diploma and 4-6 years’ experience in a business/systems analyst role in a Credit Union or Financial Institution environment, we would love to meet you!.

Who we Are: We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members’ expanding financial needs by offering
Financial Ability with a Human Touch.

Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we are proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.
VantageOne has a network of branches located in the beautiful Okanagan Valley. Our Vernon location offers waters sports, skiing and world class golf within 20 minutes of our branch location and Vernon is a great community to raise a family. It does not get any better than this!

Compensation includes a solid training program committed to your career development, full health, dental and disability benefits and a corporate RRSP contribution.

Full position details can be found on the careers page of our website.

 

Accounting/Clearing/System Support Clerk

Accounting /Clearing / System Support Clerk

Saskatoon City Employees Credit Union

 

The Position:

Reporting to management, the incumbent’s primary duties will include: performing and maintaining accurate and secure record keeping of member accounts, Credit Union accounts and general ledgers, with particular attention to the accounting and electronic data access and storage of the credit union business. The position is responsible for fostering relationship building by actively and accurately promoting and delivering all Credit Union services and products to the membership in a professional manner.

Qualifications:

The ideal incumbent will have as a minimum:

    • Post-secondary education in accounting or an accounting diploma,
    • Proficient knowledge of Excel , working knowledge of accounting and an intermediate knowledge of financial accounting principles;
    • thorough knowledge of Credit Union products and services
    • 3 years of experience in a Credit Union accounting environment;
    • Superior computer, information technology and financial skills;
    • Working knowledge of various software applications including data collection software;
    • Experience operating computers, digital devices with multiple software and DNA banking

Personal Attributes:

    • A demonstrated ability to use effective listening skills, communicate clearly, concisely and apply strong written communication skills;
    • Self-motivated, ability to work independently with minimal supervision;
    • Above average interpersonal and time management skills;
    • Ability to relate actions to strategic plans, demonstrated ability to make sound decisions;
    • Willingness and ability to learn, develop and maintain a personal continuous learning plan;

The Credit Union:

Located in the City of Saskatoon, Saskatoon City Employees is Saskatchewan’s only closed bond Credit Union with 2188 members, assets of $74.5 million, and a loan portfolio of $52 million. We have a total staff compliment of 10. Our staff are members of UFCW Local 1400.

Compensation:

Salary will be a Group 2 classification as per the collective bargaining agreement. Applicant may qualify for our comprehensive benefits package including a matched superannuation benefit.

Closing:

Qualified applicants are invited to submit their résumé in confidence, by Thursday, May 20, 2021

To:    Scott Roesch, Retail Services / Office Manager
Saskatoon City Employees Credit Union
222 3rd Avenue North, Saskatoon, SK   S7K 0J5
Email: scott.roesch@saskatooncity.cu.sk.ca

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

Wealth Associate

An exciting opportunity exists, for an experienced Wealth Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Wealth Associate is an IIROC licensed member of the dynamic wealth team led by the Director Wealth and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary accountability of the role is to assist the Director of Wealth with their day to day administration, sales, and service in an efficient and effective manner thereby allowing vital contact time with members. This position ensures that proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to retail, business banking, and other areas of ABCU. The Wealth Associate is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades. As an assistant, you strive for excellence in communication and organization, as you play a vital role in enhancing the member experience and the growth and profitability of our Credit Union by:

  • Assisting the Director of Wealth by supporting the delivery of the full financial planning experience to high net worth ($100,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems, and documentation required. Accurate and timely completion of required documentation including: account opening, transfers, trades, and tracking.
  • Set up appointments for Director of Wealth client meetings and confirm appointments.
  • Represent ABCU, build relationships and proactively build business in the communities we serve.
  • Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times. The licensed Wealth Associate is able to execute trades in line with risk objectives for members.
  • Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
  • Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain, and maintain accreditation and licensing requirements as applicable
  • Assist the Director of Wealth to achieve or exceed assigned sales and referral goals in growth of the book of business, revenue, asset gathering, tracking & reporting of referrals, and support in referrals to internal partners – retail, business banking and other channels as appropriate

Experience Required

  • High School Diploma
  • Finance related post-secondary is an asset.
  • IIROC License
  • Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH)
  • Completion of Wealth Management Essentials (WME) within 3 years
  • Minimum 2 years’ experience in the wealth industry; including securities and compliance
  • Knowledge of financial planning, products, policies, procedures, and operations
  • Solid administration, sales support, and organizational skills
  • Thorough understanding of financial products and services

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified

Governance Specialist

Governance Specialist

Permanent Full-Time

Closes April 5

Open to any of our Advice Centre Locations

Annual Wage: $65,699 – $82,124

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’s 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: This position would appeal to anyone who is a reliable and efficient resource to the people they work with. Their drive and passion to take care of the details, independently learn, embrace technology and build strong, trusting relationships will make them successful in this position. The Governance Specialist will work closely with the Chief People an Governance Officer and Board of Directors to implement a modern, effective and compliant governance regime for a Federally Regulated Financial Institution. How does one do this? Glad you asked!

A Governance Specialist does the following:

  • Works independently and effectively manages and prioritizes multiple tasks to ensure requirements are compiled on time and that the important details are not missed. This person is a champion in the use of technology related to business tools and efficiency.
  • Portrays excellent interpersonal and communication skills, including the ability to handle complex situations with diplomacy and confidentiality, while coordinating and facilitating interactions between the Board Members and Executive Management.
  • Has a strong attention to detail and accuracy working with the Board of Directors and Executive Management while recording meeting minutes, proofreading and/or editing management reports adhering to standard format, drafting, consolidating, preparing and distributing confidential Board and Committee reports, coordinating direction for annual meetings, collection of data and information of corporate sources all while meeting deadlines.
  • Provides a high quality of research and analysis of Acts, Guidelines and legislation or other relevant material to build comprehensive practices for effective and compliant governance as a Federally Regulated Financial Institution.

Why You Should Apply:

  • You want to be an ambassador of a forward-thinking, member focused organization and provide exceptional proactive support, while maintaining a strong attention to detail and meeting organizational deadlines by supporting our Board of Directors and Executive Leadership Team.
  • You have a Degree in Business, Administration, or other relevant field of education and 4-6 years of job – related experience in Governance, HR, executive level administration or an equivalent combination of education and experience.
  • You have a strong understanding of the Microsoft Environment, workflows, board portals and electronic file management.

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

 

MEMBER SERVICE REPRESENTATIVE

 

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts).  As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

 

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

 

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK      S0M 2Y0

Fax: (306) 845 3035

 

Email: holly.matias@turtleford.cu.sk.ca

 

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

 

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

 

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