Administrative/Clerical/Support – Page 7

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 3^rd 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

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

Loan Administration and Accounting Clerk

Loan Administration 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 is an 18-month contract position that may lead to full-time employment following completion of the contract.

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 Manager of Accounting and 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.

Commercial and Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Commercial and 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.

As the ideal candidate you will have relevant tertiary education, 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 by, March 19, 2021 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.

Financial Services Officer/Representative (Member Services and/or Lending Departments) Open to Full Time or Part-Time

The role supports the corporate vision of sales & service excellence by providing a high level of member service, administrative data entry, balancing of accounting support tasks. Fosters business development through service excellence and product knowledge; act as point of first contact for members.

Member Service Representative

Sells and processes member banking needs (deposits and withdrawals, front line transactions); open/close personal accounts. Recognizes member needs and promote lending & deposit services and refer more complex requests to respective staff professionals.

Sells and prepares documentation for Registered products, Term Deposits and other investment products not requiring a mutual funds license.

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

Lending Administration (Optional)

Complete and process required documentation for credit related products- consumer loans, lines of credit, and residential mortgages.

Provide support to lending function by: disbursing loan proceeds, posting loan-related transactions, auditing loan input & documents, making member appointments, administering the overdraft reports, extracting and providing loan-related information to members, processing and recording loan payments and changes to member files, calculating and preparing mortgage and personal loan pay-outs,

Assist with the Loans Department with lending and wealth functions by preparing letters, other documentation and making follow up calls on behalf of lenders and the Manager, Lending & Wealth.

Liaise with title insurance company; complete monthly reconciliation and remittance of creditor insurance; liaise with notaries and solicitors regarding mortgage funding and discharges.

Provide credit information about members to authorized organizations; obtain credit information on applicants through credit bureau searches.

Search liens; lodge, renew and discharge registrations of collateral; complete property tax searches.