People Specialist

The People Specialist is a digitally capable, creative thought leader who will be leading, developing and maintaining HR functions and programs including but not limited to Recruitment, Onboarding, Engagement, Process improvement and program management. We come to work to simplify banking for all Canadians. That’s our purpose. Somebody who wants to break down the stigma of traditional perceptions of Human Resource professionals and Model, Coach and Care to help create exciting new energy for your team. 

FIRST, (WIIFY) Here is what’s in it for you: 

Competitive Salary

Diverse and Inclusive Culture that continues to evolve

Flexible work options

Strong benefit package

Superannuation matched contribution program

Wellness Days to create appropriate work/life balance

Paid Education opportunities to ensure our members have the most equipped staff helping them

A purpose driven organization that focuses on the values of Accountability, Integrity and Respect

And lots more reasons to love where you work and what you do

What our team is looking for: 

A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach

Solution mindset that feeds inertia

Ambassador who’s willing to promote our team inside and outside organization

Somebody not looking for ‘a job’. Our team and members deserve somebody who thinks bigger than that

Somebody who can work with occasional ambiguity with focus on process evolution

Somebody to sweat the small stuff but also see the big picture. Calm under pressure. And deadline focused

Personality and Energy. A flair for polish

Visit the careers page of our website to learn more and apply!   

Lending Support Officer

The Position:

The Lending Support Officer is responsible for systematically sampling the adequacy and accuracy of all loan documentation processed by branch staff. Other responsibilities will include the performance of related clerical duties, such as spreadsheet processing, maintaining filing and record systems. The Lending Support Officer will carry out these duties while maintaining a strict adherence to all appropriate legislative regulations, organization policies, and professional practices.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

  • Proven lending experience in a financial institution an asset.
  • Strong problem identification and problem resolution skills.
  • Effective attention to detail and a high degree of accuracy.
  • Computer literate, including effective working skills of MS Word, Excel and e-mail.
  • High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • Salary range $40,00 to $50,800/annually
  • Comprehensive benefits package.

 

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-5996

 

Only those individuals invited for an interview will be contacted.

SPECIAL PROJECTS AND INITIATIVES OFFICER

Turtleford is looking to add a new member to our team, Special Projects and Initiatives Officer.  If your interested in joining our team and please review details and send us an email.

This position is responsible for coordinating and establishing projects of need within the branch regarding larger scope projects, IT needs and branch needs and development.

We look forward to hearing from you.

 

 

Operations Coordinator – 1 Year Term

We are seeking a confident, highly motivated administrative professional who enjoys working in a fast-paced co-operative environment to join our Corporate Services department.

What you’ll do:

As an Operations Coordinator you will provide administrative support and contribute to the coordination of workflows within teams and divisions. This position is responsible to:

  • coordinate, develop, format, edit, proofread, and distribute reports and publications
  • coordinate with vendors for the development, preparation, and distribution of corporate documents and materials
  • support the records management process including archiving electronic and physical documents and coordinating the storage and destruction of offsite records
  • provide back-up support to the Executive Assistant and other Operations Coordinators

What you’ll need:

  • Office Education or Business Administration certificate with two years related experience or an equivalent combination of education and experience
  • intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
  • exceptional proofreading and editing skills with a high degree of attention to detail
  • ability to set priorities and manage multiple assignments within deadlines
  • excellent communication and interpersonal skills
  • ability to understand and execute oral and written instruction
  • ability to create, compose, proof and edit written materials

The core competencies for these positions focus on building relationships, communication, innovation, problem solving & decision making, and service excellence.

What we offer:

We offer competitive compensation and benefits. The salary range for this position is $48,000 – $60,000. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:

Please submit your resume and cover letter stating Competition Number OC-CUDGC by January 24, 2023 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Who are we?

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.

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

Associate Manager, Corporate Services

 

Associate Manager, Corporate Services

Credit Union Deposit Guarantee Corporation

 

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment to join our Corporate Services department.

 

What you’ll do:

As Associate Manager, Corporate Services, you will contribute to the development, delivery and maintenance of the Corporation’s support requirements and governance and risk management frameworks. You will support the development of the Corporation’s business plan, and corporate compliance reporting. This position is responsible to:

  • Support human resources, including benefits, payroll, job evaluation, recruitment, compensation, and HR policies/procedures
  • Support corporate communications, including the development and execution of communication strategies, and the production of corporate publications
  • Develop and maintain the corporate records and information management program
  • Provide backup support to the finance and accounting function

 

What you’ll need:

  • A degree in business administration/commerce with three years related experience or an equivalent combination of education and experience.
  • Knowledge of Human Resources principles and best practices, Records Information Management principles, and the financial services industry
  • A professional designation or enrolment in CPHR would be considered an asset
  • Knowledge, experience and/or education in communication, operations management, finance, and accounting would be considered an asset
  • Ability to set priorities and manage multiple assignments within deadlines
  • Excellent communication, relationship management, and conflict resolution skills

 

The core competencies for these positions focus on teamwork, communication, relationship management, conflict resolution and problem solving.

 

What we Offer:

The salary range for this position is $75,000 – $93,749. We offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training, and development opportunities. For more information on the Corporation, please visit our website: www.cudgc.sk.ca.

 

To Apply:

Please submit your resume and cover letter stating competition AMCS-CUDGC by November 4, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

 

Who are we?

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.

 

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

Wealth Management Administrative Associate

Title:                                  Wealth Management Administrative Associate

 

Reports to:                       Vice President of Business Development

                                                                                                                                                                            

 

About CUSO Wealth Strategies Inc.

With a Head Office located in Kelowna BC. CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary. CUSO currently works with 6 BC and 3 Alberta credit unions partners with combined wealth management assets of more than $1.2 billion.

 

Basic Purpose of the Role

Currently, within the 9 credit unions that the CUSO serves, there are 12 wealth management administrators.  The Wealth Management Administrative Associate will serve as the first point of contact for the wealth management administrators in both a support and mentoring capacity. This will include being a power user of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group.

 

This position will also provide administrative and governance support to the CEO.

 

About the Role

This is a permanent part-time position of three days per week (22.5 hours) with an opportunity for additional hours as mutually agreed. The hours are flexible within the standard work week and the location is the Kelowna office or a remote work arrangement within BC or Alberta.

 

Major Responsibilities

  1. Be the main point of contact for the wealth management administrators located in various credit unions in BC and Alberta. In this capacity the Wealth Management Administrative Associate will support all levels of skill sets and work experience with the focus to help each office become efficient and effective in the administration support for the Wealth Advisors. Duties include:
    1. Providing guidance, training, and support to increase comfort and proficiency with CRM
    2. Acting as an intermediary with dealer back-office administrative issues
    3. Coordinating and conducting regular team meetings with the administrators, encourage collaboration, support and sharing of information
    4. Providing support and training to new wealth management administrators
  2. Undertake all governance related activities to support the CEO and Board of Directors in the regular day to day, monthly quarterly and annual business requirements.
  3. Complete other related tasks and special initiatives consistent with the scope and purpose of the position.

 

Qualifications

  • A minimum of five years’ recent, related experience in an administration capacity working with financial advisors is required
  • Proficiency with Excel and the MS Office suite of products
  • Background in using and supporting a CRM program (preferably Maximizer)
  • Excellent administrative skills including experience with, or an interest in learning, board governance administration
  • Strong written, verbal communication, and interpersonal skills
  • Proficiency with technology and enthusiasm for learning and adopting technology innovations and tools to enhance proficiency
  • Strong organizational, time management and problem-solving skills
  • Excellent service and relationship building skills including the ability to interact one-on-one and facilitate small groups to share knowledge, mentor, and train
  • Proven ability to be a self-starter and work independently with minimum supervision
  • Familiarity with Adobe and website admin functionality would be welcomed
  • Current or previous licensing with MFDA, IIROC, and/or Insurance Council is an asset but not required

 

Other Requirements

  • Ability and willingness to travel to Kelowna to be onsite at CUSO office 3-4 times per year
  • If working remotely, a workspace which provides for personal health and safety and ensures the safety and confidentiality of information

 

Why CUSO Wealth Strategies?

  • We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment
  • We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs
  • We offer comprehensive benefits to support and sustain the mental and physical health of our employees and their families
  • Our leadership team encourages growth, independence, service excellence and team camaraderie
  • We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities

 

How to Apply:

If you consider this position a match to your skills, please submit your resume and cover letter in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by October 14, 2022.

We thank all applicants in advance for their interest in this unique and specialized opportunity. All applications under consideration will be contacted.

Loans Processor

Do you love providing Member’s with the financial confidence they need to succeed in any direction they choose?  Do you know your individual contributions make a difference and do you love removing complexity and frustration from people’s lives?  We’re seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:

  • Strong focus on members
  • Strong personal commitment to professional development
  • Good analytical, relationship, interpersonal, communication, presentation, and team skills
  • Curiosity and the ability to question the status quo
  • Creative and open minded when looking for solutions
  • Loves to collaborate with diverse teams to solve complex problems
  • Passionate about efficient execution
  • Communication – Build constructive relationships, communicate effectively with internal and external members, and have a great time doing it

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice.  Our members are the center and their needs drive everything we do.  We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

Some of the key responsibility areas of the Loans Processor are:

  • Reviewing loans submissions, creating security documents, commitment letters, and lawyers’ instructions according to approved terms and conditions.
  • Managing ALL communication with lawyers – reviewing and confirming accuracy of all Lawyer prepared documents & signatures
  • Monitoring security documents, checking documentation for accuracy, and reviewing loans conditions before disbursal.
  • Monitoring and logging completion of conditions precedent, advising lenders/analysts of outstanding conditions in a timely manner.
  • Registering, tracking, and following up on all security documents to ensure accuracy and proper registration/charge.
  • Addressing or directing issues to appropriate resources for resolution, ensuring a seamless member experience.
  • Processing new loans, inputting into system, doing LTO searches, if necessary, and registrations.
  • Setting up facilities, pre-authorized payments, and collateral records on internal banking system.
  • Processing all retail, commercial/agricultural loan dispersals, advances (including progress advances) and fees, according to Crossroads Credit Union policy and guidelines.
  • Following up with Relationship Advisors and Business Analysts regarding incomplete all loan files regularly until completed, using check list.
  • Loan administration and creation of month end and quarterly reports as necessary
  • During various loan audits, providing support and provision of information as necessary.
  • Aid the Associate Manager of Credit Risk as required.

We pledge to know our members better than anyone else to provide the best possible service and advice.  We achieve this through developing meaningful relationships.  We want to ensure our member-owners’ financial lives are better because they entrusted us.

Not everyone will be suited for this role.  To be considered for this role, we are looking for someone with:

Experience:

  • At least 3 years in a similar role with comparable goals and responsibilities

Education:

  • Applicable education or similar field. Knowledge of lending products is an asset.
  • CUIC 210 Consumer Lending and Lending Security Guide and the Law are an asset.

Skills:

  • You must be inquisitive and passionate about cultivating new relationships, a dynamic, advice- driven person who finds satisfaction in developing and recommending solutions to help our members achieve financial confidence and you must appreciate the value received from lifelong learning.

Does it sound like we are describing you?  If you’re not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, its a feeling.   A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values.  It’s about grassroots, home towns, and cooperation.   This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we’ll provide you with perks, including:

  • Vacation that increases beyond legislated requirements
  • Wellness program
  • Work / Life Balance
  • Flex Time
  • Sick Leave – Duty of Care
  • Volunteer Time
  • Training & development
  • Education Day / Paid Education
  • Credit unions perks / free accounts
  • Service awards and recognition
  • Crossroads Clothing

Please do not delay in submitting your resume to Human Resources at hr@crossroadscu.ca.  We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them).

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.

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