Contact Centre / Financial Services Representative

Contact Centre / Financial Services Representative

Reports to: VP-Retail Services
Salary Pay Band: 9 ($38,670 – $51,560)
Last Revised: June 2022

Position Overview
Summerland Credit Union (SCU) Contact Centre / Financial Service Representative (CC FSR) plays an essential front-line role on the branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members or referring them to fellow experts. Building trust and loyalty with each member interaction, the CC FSR gains a deeper understanding of the member needs to deliver financial solutions that will enhance their financial well-being.

A key function of this role is to utilize networking, make sound decisions, recommendations, and / or referrals to support growth, retention, and profitability. The CC FSR strives for an exceptional level of service and plays a vital role in front line member interaction to maintain positive member relationships while enhancing the brand of SCU throughout the region as a respected leader of financial solutions.

Key Responsibilities

Sales & Service Promotion
Creating value; growing member relationships; learning and development
• Develop member relationships, as well as promote and complete the sale of a range of deposit products by identifying and pursuing opportunities within existing member portfolio through referrals
• Provide individualized financial counseling and information to members on loan services, electronic services, credit cards, deposit and services products offered, including evaluating loan requirements, and making recommendations to lending staff
• Respond to members’ enquiries positively by providing information on the features of each product and service; resolve routine member problems and concerns with all credit union products & services or refer members to another team member for lending.
• Proactively contact members periodically to identify present and future needs for additional opportunities
• Keep apprised of changing rules and regulations pertaining to relevant legislation requirements, lending, deposit products and services.
• Provide support for other departments or positions as required

Member Experience & Community Involvement
Building member loyalty; staying informed; building community connections
• Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
• Gain a deep understanding and demonstrate commitment to living our Vision, Mission, and Values
• Cultivate new opportunities and enhance long term relationships that contributes to a positive member experience while building future opportunities
• Demonstrate functional knowledge of all products and services and use active listening skills when interacting with members to identify financial needs, goals, and objectives
• Maintain a professional appearance and organized workspace; with each member interaction provide a welcoming environment by using their name and addressing needs/concerns in a professional manner
• Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships
• Effectively and efficiently complete various member servicing activities and administrative duties.

Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
• Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
• Maintain and expand technical knowledge of financial products, systems, and services
• Maintain a positive, responsive, and respectful relationship with peers
• Recognize and celebrate team successes; encourage teamwork and collaboration
• Support staff and encourage collaboration to accomplish common goals.

Risk Management
Member confidence; risk/loss mitigation
• Ensure all documentation pertaining to accounts, products and services is prepared and/or executed in accordance with established policies, procedures, and relevant legislation
• Adhere to all policies and procedures to mitigate risk of loss to SCU
• Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
• Maintain up to date and complete Member files with documentation in hardcopy and/or electronic form as required
• Display confidence and exercise sound judgement in decision making

Skills & Attributes
• Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
• Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
• Grows member relationships by actively listening and asking open ended questions to add value beyond members’ immediate requests
• Instills confidence and trust of others through thoughtful, clear, and open communication
• Exceptional interpersonal skills with the ability to communicate effectively both verbally and in writing

• Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
• Displays awareness of the financial services industry and understands the components for organizational success
• Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions
• Gains the confidence and trust of others through honesty and integrity
• Demonstrates strong attention to detail and accuracy in completing work and providing information
• Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments, as well as the banking system.

Experience & Education
• Minimum three (3) years’ experience financial, retail or hospitality industry
• Secondary school diploma
• Minimum one-year post-secondary formal education, or equivalent
• Completion of CUIC Fundamentals of Personal Financial Planning course
• Maintain proficiency with developing systems, applications, and productivity programs
• Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

Senior/Intermediate Loan Administrator and Accounting Clerk

 

 

Senior/Intermediate Loan Administrator and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This role will be appointed as Loan Administration and Accounting Clerk, or Senior Loan Administration and Accounting Clerk based on qualifications and experience of the candidate.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Senior Accountant with liaison with Supervisor Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Retail Loan Administration involves back-office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

The Senior Loan Administration and Accounting Clerk will coach and provide guidance to Loan Administration and Accounting Clerks and new hires.

As the ideal candidate you will have relevant tertiary education, experience with Microsoft Dynamics NAV or Business Central, possess excellent communication skills and have a commitment to delivering outstanding service.

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

Interested applicants may submit a resume and cover letter, in confidence to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

Executive Assistant – Full Time, Temporary 12 Month Position

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 temporary 12-month position, with a possible 6-month extension, 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

 

To Apply

If this sounds like you, we encourage you to submit your resume and cover letter to: rob.parker@cvcu.bc.ca.  If you have questions, or want more information on this opportunity, please contact Rob Parker at 250 344 2282.
The posting will remain open until July 15, 2022

Executive Assistant – 12 month contract/3 days a week

 

The Police Credit Union is a full-service financial institution servicing active and retired police personnel, their families, and associated police groups within the province of Ontario since 1946.

The Police Credit Union has branches conveniently located in the city of Toronto and the regions of York, Durham, Peel and Halton.

We are currently seeking an individual to fill the role of Executive Assistant on a contract basis for 12 months, working three (3) days a week.

You will provide an advanced level of administrative support to the CEO or other senior executive team members. Prepare a variety of complex and confidential correspondences, minutes, agendas and reports for executive signature. Attend a variety of senior management and/or board and committee meetings and take, produce and distribute minutes in a timely fashion. Prepare board material for distribution. Liaison with internal and external contacts on behalf of the executive. Assist in the coordination and planning of corporate events such as the Annual General Meeting.

Proficient in Word, Excel, PowerPoint and Outlook. Exceptional writing ability with a strong command of English grammar, usage, spelling and punctuation. Good interpersonal and public relations skills. Solid analytical, creative, and problem-solving abilities. Project management skills and well-organized. Able to work well independently as well as assist, direct, and coordinate others.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administration program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Knowledge of the Credit Union systems an asset
  • transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “For more information or to apply for this position please visit our website: www.tpcu.on.ca”

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

The Police Credit Union 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. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Vaccination Policy in effect

Executive Assistant

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

Annual Salary: $67,013 – $83,766

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:   Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to fully leverage the efficiencies available in the Microsoft O365 Suite of products. To ensure our success, we are looking for an Executive Assistant to join our team.  This individual will partner with the Executive leadership team and will be relied upon to support, research, analysis, presentation development and project work.

Reporting to the Chief People and Governance Officer this position provides an advanced level of complex and confidential administrative, communication, digital and analytical support to the Board of Directors, Executive Leadership Team and other areas of the organization where required.

At Innovation Credit Union an Executive Assistant does the following:

  • Provide accurate, timely and efficient admirative support to the Executive and Senior Leadership Team.
  • Prioritize and perform moderately complex and confidential support and analysis functions to produce a variety of documents such as correspondence, research, presentations, meeting preparation and minutes and maintenance electronic files.
  • With high attention to detail and accuracy, you will be responsible for proofreading and/or editing management reports to ensure quality and professionalism.
  • Advanced knowledge in the use of Microsoft 365 suite of products with special attention on Teams, SharePoint, PowerPoint, Planner, Forms & Stream.
  • Ability to demonstrate leadership through identifying and creating efficiencies in processes through digitalization, elimination and or improved process.
  • Familiar with principles and practices of Agile.
  • Responsible to work with assigned Leads for co-ordination, agenda building, distribution and minutes for all Management Committee Meetings.
  • Partner with the Governance Specialist to provide quality and timely administrative support to the Board of Directors.
  • Efficient in event and travel management.
  • Responsible for administration of the Government Lobby Registries.
  • In partnership with Marketing and Retail teams, identify and facilitate opportunities for Executive to build relationships with members and community.

What do you need to have to apply?

  • Grade 12 Diploma plus formal diploma or degree in administration, business or related.
  • Certification in Microsoft 365 or equivalent experience.
  • Knowledge of the organization, the credit union system and co-operative and principles required.
  • You have professional written and interpersonal skills when communicating with team members.

And most importantly, you are a curious and dedicated team player, with a high level of accountability and attention to detail, who is looking for a high-paced career in one of Canada’s most exciting Credit Unions!

Commercial Banking Analyst

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 an experienced, highly motivated and organized individual to fill the role of Commercial Banking Analyst on a Monday through Friday work week. This position has the option to be based in either our Saskatoon, Saskatchewan or Winnipeg, Manitoba office. Our Saskatoon office is located on First Nations land.

The Challenge: 

Reporting to the Senior Commercial Banking Analyst you are accountable for providing support to Account Managers in the risk management of customers; preparing competitive credit package with a high quality of risk assessment, due diligence and credit presentation; understanding pricing models and applying them effectively; identifying business opportunities amongst existing customers; while adhering to the Bank’s guidelines, policies and procedures.

Qualifications:

  • Experience related to business lending, financial analysis and administration
  • Must have post-secondary education in business (BComm, MBA)
  • High proficiency with software programs (Excel and MS Word)
  • Analytical with ability to pay close attention to detail and prioritize work routine
  • Highly motivated and enthusiastic self-starter who takes an outgoing and enthusiastic approach to their work
  • Ability to adjust to changing work priorities and meet time sensitive deadlines
  • Highly adaptable, professional and efficient
  • A strong desire to learn, grow and succeed

Make First Nations Bank of Canada Your First Choice

Please submit your cover letter and resume to: Email: hr@fnbc.ca  

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

Executive Administrator

Interior Savings is a locally based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Executive Administrator in our Kelowna Corporate Office. The Executive Administrator supports Interior Savings’ vision of sales & service excellence by providing a wide range of advanced level confidential support to the Executive team including scheduling appointments and developing written communications with minimal guidance.

With high attention to detail and accuracy you will be responsible for proofreading and/or editing management reports to ensure quality and adherence to standard format. You will also draft, consolidate, prepare, and distribute various Management Committee reports prior to meetings. You will prepare agendas, take minutes, and follow up on directives.

With professionalism, tact, and courtesy you file confidential regulatory information for the Credit Union within required timeframes. You develop and maintain strong relationships with the Management and the Executive team and provide executive assistance to members. You can work to tight deadlines and coordinate information from a variety of sources.

With the ability to multitask effectively, you assist with the coordination of corporate employee functions. You will also perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administrator program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Familiarity with the Financial Institutions Act and Credit Union policies, restrictions and approval of procedures relating to FICOM
  • Dictation/shorthand or other transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “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.

Compliance Support Officer – Wealth

As part of the Innovation Wealth team, the Compliance Support Officer is responsible for providing support in investment-dealer related compliance duties, ensuring that staff always act in compliance with legislated national, provincial and corporate policies and procedures. This position will also be accountable for providing product training, sales support, Dataphile and knowledgeXchange support to applicable wealth representatives. How does one do this? Glad you asked!

The Compliance Support Officer does the following:

  • Key day-to-day contact for advisors regarding compliance related matters
  • Perform approval or new accounts and material changes to existing accounts
  • Performs daily and monthly reviews of advisor trading activity
  • Deal with compliance issues as identified, through to resolution and/or appropriate escalation
  • Follow up with advisors on missing documentation or information
  • Support Wealth Compliance Manager and acts as back-up during Manager absence
  • Support advisors with ongoing compliance education and training
  • Assist with compliance projects and initiatives as needed
  • Demonstrate acceptance and implementation of processes around new and existing regulatory standards on a proactive basis
  • Support in onboarding and training new mutual fund licensed specialists

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.

Executive Assistant – Temporary Full Time – Leave Coverage

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 temporary full-time position for leave coverage, with the opportunity to work remotely or 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
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