Business Development – Credit Union Careers

MANAGER, RISK AND CREDIT SERVICES

THE POSITION: Saskatoon City Employees Credit Union is seeking a Manager, Risk and Credit Service to join our organization. The candidates must possess an aptitude for business development, risk assessment, and relationship building. The core function would be to lead and manage the lending services with respect to credit granting, including interviews, adjudication, collection, control and staffing. As Manager of Risk and Credit Services, the successful candidate would also be involved in recommending policy and developing procedures for the lending services department as well as assisting with other areas of the Credit Union. As Manager of Risk responsibilities extend to oversight of compliance support staff and enterprise risk. The Manager of Risk and Credit Services reports directly to the General Manager, attends board meetings and is expected to assume the responsibilities of the General Manager in their absence.

QUALIFICATIONS: A diploma or degree from a recognized post-secondary educational institute plus a minimum of 7 years’ experience in a senior lending position (credit union experience is a definite asset). Demonstrated comprehensive consumer lending knowledge and experience is essential as well as a working knowledge of commercial lending. The candidate must possess core management competencies of; general management, industry knowledge, strategic thinking, crisis management, effective and above average communication skills, prudence, reliability, problem solving, strong analytical, reasoning, and decision-making skills along with interpersonal and organizational abilities.
A proven ability to lead, guide and motivate employees; and build and maintain positive relationships with staff, management, board of directors and members. The ability to strategically utilize technology – experience with DNA and ProLender is a definite asset. An above average knowledge of credit union deposit and lending products to meet member needs is a necessity.

THE CREDIT UNION:

Saskatoon City Employees Credit Union currently serves 2046 members as Saskatchewan’s only closed bond Credit Union consisting of city employees, superannuates and their families. Assets as of March 31, 2025, are $86.5 Million with a loan portfolio of approximately $52.6 Million comprised of primarily consumer and residential mortgages.

COMPENSATION:

The salary will be commensurate with qualifications and experience. A very comprehensive benefit package is offered including up to a 7% matched superannuation.

Please submit your resume along with your expected salary by May 20, 2025 to:

Dennis Lozinsky
Saskatoon City Employees Credit Union
222 3rd Avenue North
Saskatoon, SK S7K 0J5
Phone: (306) 975-2925
Email: dlozinsky@scecu.com

We appreciate the interest of all applicants; however only those selected for consideration will be contacted.

Small Business Advisor

Small Business Advisor – Permanent Full-Time

The Small Business Advisor has expertise in credit analysis, financial advice, portfolio management and relationship management to contribute to the success of our members and the growth of our credit union.

We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include:

Foster strong relationships with small and medium size business and agriculture members, providing ongoing financial guidance and support
Work closely in a collaborative team environment with all staff to meet members’ financial needs (known and unknown)
Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share
Analyze loan applications for data integrity, potential fraud, and creditworthiness
Maintain up-to-date knowledge of all credit union products and services as well as relevant policies and legislation, regularly reviewing literature and attend product update meetings and seminars/webinars
Utilize digital solutions to create efficiencies, simplify member’s banking needs, and enhance the member experience.
Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

Completion of some post-secondary education (such as finance, business management, agribusiness, or a related field) and/or completion of related specialized lending courses.
4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting
Proven business development, attention to detail, sales, and service skills
Demonstrated commitment to continuous learning and development
Are a person that values Accountability, Integrity, and Respect.
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

Consumer Advisor

We’re looking for a Consumer Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our retail and Indigenous Connections teams. This role will contribute to the success of our Indigenous Connection Strategy by engaging with First Nations through banking days, business opportunities, and new products. Success in this role requires a deep understanding of the market and the communities that we aim to support. The key responsibilities for this role include:

Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented.
- Preference will be given to those who speak Cree, Saulteaux, Ojibwe, Dene, or another Indigenous language.
Participate in Door-Step Banking Days in remote or underserved communities, making banking more approachable and convenient.
Develop and maintain a deposit and loan portfolio and develop long term relationships with First Nation members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union.
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
Completion of the following courses would be considered an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course.
Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

Manager, Business Development, CUPAY

Are you a relationship-driven leader with a keen understanding of merchant services and a passion for payments? Through our CUPAY Merchant Services program we are transforming how credit unions across Canada serve their business members and are looking for a Manager, Business Development to drive growth.

WHO WE ARE:
League Savings & Mortgage (LSM), credit union owned company, is a federally regulated financial institution and a Certified B CorporationTM based in Nova Scotia. CUPAY, Canada’s first and only merchant services program built by and for credit unions and their members, is a strategic partnership between LSM and Payment Acceptance Solutions Inc. (PAS). We strive to create an environment where all team members have opportunities for growth and feel welcome, valued, supported and connected. We deliver quality results and offer a collaborative and community focused work environment in which to do it.

If your values align with ours, consider joining our team.

A TYPICAL WEEK:
The Manager, Business Development, leads the development and implementation of the CUPAY merchant services program strategy, and is the program ambassador responsible for identifying, nurturing and expanding national credit union business partnerships aimed at business development, program expansion and revenue growth. The role also provides leadership and direction to the LSM CUPAY team in the implementation of the marketing initiatives and sales enablement tactics.

RESPONSIBILITIES:

Program Strategy: Lead the development and execution of the CUPAY program strategy, ensuring alignment with corporate objectives and credit union needs. Guide direct reports in sales enablement and marketing initiatives. Collaborate with leadership on setting KPIs, targets, and sales forecasts; monitor performance and make adjustments as needed. Stay updated on market trends and adjust strategy accordingly.

Business Development & Relationship Management: Foster strong relationships with participating credit unions and identify opportunities for increased performance. Drive business development through partnerships and strategic relationships across the National Credit Union system. Negotiate partnership agreements and represent CUPAY at industry events to expand its presence.

Program Governance: Ensure financial controls, compliance with policies, and adherence to regulations. Support CUPAY team in developing policies and procedures. Report on progress.

Leadership: Supervise and guide direct reports in their delivery of tactical plans, ensuring compliance with policies, training, performance management, and development.

Company/Department Support: Contribute to the development and monitoring of the annual department budget. Take corrective actions as necessary to achieve business targets. Assist with additional duties and projects as required.

TO BE SUCCESSFUL:
As the ideal candidate you will have successfully completed a Bachelor’s degree with a concentration in Accounting or Finance, a professional accounting designation and have 6-9 years’ experience in a senior financial accounting position (preferably in a financial institution), including supervisory experience; or have an equivalent combination of education and experience. Experience with projects involving the identification, selection and implementation of accounting and financial reporting solutions will be considered an asset.

COMPENSATION:
This is a one year contract position offering a competitive salary, bonus program and a benefits package that showcases our commitment to employee well-being (including flexible work arrangements, personal days, and even birthdays off).

LOCATION:
This position will be based in our Halifax, NS office, but provides services Nationally, and offers the ability to work remotely as required.

TRAVEL, EVENING AND WEEKEND WORK:
This position requires travel and occasional evening and weekend work.

TO APPLY:
Applications will close at end of day on March 18, 2025.

About LSM & CUPAY
Since 1966, LSM has been a trusted partner to credit unions, offering a wide range of competitive products and services. Payment Acceptance Solutions Inc. (PAS) is a well-funded, dynamic startup with a powerful partnership with LSM. Leveraging our combined expertise in payments and credit unions, we’re building something truly special with CUPAY.

CUPAY exists to empower credit unions to offer best-in-class merchant services that truly benefit their members. Credit unions have been waiting for a better solution, and we’re building the team to deliver it.

League Savings and Mortgage is a wholly subsidiary of Atlantic Central. Curious about what else we do? Check out our LSM and CUPAY websites or follow our CUPAY Linkedin page.

We are committed to providing a work environment that fosters inclusion, value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however, priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise, please notify us and we will work to meet your accessibility needs.

Partnership Lead, CU PAY

Lead the Future of Payments: Empower Credit Unions with CU PAY

Do you dream of revolutionizing merchant services within the Canadian credit union ecosystem? Are you a relationship-driven leader with a passion for payments and a deep understanding of what makes credit unions tick? This is your chance to make a real impact.

CU PAY, Canada’s first and only merchant services program built by and for credit unions and their members, is seeking a dynamic Partnership Lead. CU PAY is a strategic partnership between League Savings & Mortgage (LSM), a B Corp certified, credit union-owned company, and Payment Acceptance Solutions Inc. (PAS), bringing together the strengths of both organizations to transform how credit unions serve their business members. If you’re ready to build something big from the ground up, this is your opportunity.

ABOUT THE ROLE:
As the Credit Union Partnership Lead, you’ll be a driving force behind CUPAY’s growth. Reporting to the Vice President, Digital & Payments, you will cultivate and nurture strategic partnerships with credit unions, championing CUPAY as the go-to solution for their merchant processing needs.

WHAT YOU’LL DO:
• Become a Credit Union Champion: Proactively identify, develop, and manage deep relationships with credit union partners, positioning yourself as a trusted advisor and payments expert.
• Empower Credit Unions: Equip credit union partners with the knowledge and resources they need to seamlessly integrate CUPAY and maximize its benefits for their members. Help them understand the competitive landscape and how CUPAY gives them an edge.
• Drive Growth & Profitability: Collaborate with credit unions to set ambitious yet achievable goals for referral rates and benefits, ensuring the program’s long-term financial success.
• Develop & Execute Strategic Plans: Create and implement impactful launch and annual sales and marketing plans, managing budgets and ensuring consistent brand adherence. This includes refreshing marketing materials and keeping our online presence and social media buzzing.
• Stay Ahead of the Curve: Monitor the competitive landscape, anticipate market trends, and recommend program enhancements to keep CUPAY at the forefront of innovation.
• Data-Driven Approach: Analyze partner reports, track performance against goals, and provide regular updates to LSM and PAS management.
• Culture of Collaboration: Contribute to a collaborative environment, both internally and with our credit union partners.
• Merchant-First Focus: Uphold CU PAY’s core values of fairness, trust, and equality in all your interactions.

ABOUT YOU:
• You understand the needs of merchants and the dynamics of the competitive payments environment.
• You’re a customer-centric sales and service expert with a proven track record.
• You excel at building and maintaining strong, productive relationships.
• You’re a clear and concise communicator, able to simplify complex concepts.
• You operate with integrity and transparency.
• You’re analytical and possess strong financial acumen.
• You’re passionate about payment technology and the evolving digital commerce landscape.
• Experience in financial services and/or credit unions, particularly with small and medium-sized businesses, is a definite asset.

WHY JOIN US?
This two-year contract position with a salary range of $102,485 to $120,570 and the opportunity to earn a bonus. LSM offers a competitive benefits package, and a commitment to employee well-being. We offer flexible work arrangements, personal days, and even birthdays off! We’re building a culture where every team member feels valued, supported, and has opportunities to grow.

LOCATION:
This position will be based in our Halifax, NS office, providing services Nationally, and therefore offers the ability to work remotely as required.

TO APPLY:
If you are interested in applying for this position, please submit your resume to the link below by end of day February 17, 2025.

ABOUT US:
Since 1966, LSM has been a trusted partner to credit unions, offering a wide range of competitive products and services. Payment Acceptance Solutions Inc. (PAS) is a well-funded, dynamic startup with a powerful partnership with LSM. Leveraging our combined expertise in payments and credit unions, we’re building something truly special with CU PAY.

CU PAY exists to empower credit unions to offer best-in-class merchant services that truly benefit their members. Credit unions have been waiting for a better solution – and we’re building the team to deliver it. Join us on this exciting journey!

League Savings and Mortgage is a wholly subsidiary of Atlantic Central. Curious about what else we do? Check out our LSM and CU PAY websites or follow our CU PAY Linkedin page.

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an experienced Branch Manager to lead our Lloydminster Branch to success.

Reporting to the VP, Community Banking, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

As we grow and continue to meet the evolving needs of our members, we’re looking for someone who is passionate about delivering exceptional service, fostering a collaborative environment, and driving operational excellence. Join Synergy Credit Union and help us make a positive impact on the lives of our members!

Key Responsibilities

Leadership and Team Development:

Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
Oversee performance management, development opportunities, and coaching to help team members succeed.
Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

Drive business growth through effective sales and service strategies.
Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

4 – 6 years of related leadership experience in retail banking or financial services.
Post-secondary degree or diploma in business or a related field.
Prior leadership or supervisory experience is required.
Strong understanding of financial products, services, and risk management processes.
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

A rewarding leadership position with opportunities for professional growth and development.
Competitive compensation package, benefits and pension.
Preferred rates on our products and services
A supportive and dynamic team environment.
The chance to make a meaningful impact in your community.

If you are an experienced leader with a passion for delivering exceptional member service and fostering a positive work culture, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by the end of day on February 9, 2025, referencing competition #251501 in the subject line.

More details

Hours: Permanent full-time. 37.5 hours weekly, Monday to Friday and includes a Saturday rotation.
Flexibility to work outside various hours is required for travel, events, and meetings.
Salary: $121,000 – $151,000 per annum

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an inspiring Branch Manager to lead our Neilburg and Marsden locations to success.

Reporting to the Regional Manager, Business Development, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

Key Responsibilities

Leadership and Team Development:

Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
Oversee performance management, development opportunities, and coaching to help team members succeed.
Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

Drive business growth through effective sales and service strategies.
Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

4 – 6 years of related leadership experience in retail banking or financial services.
Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
Prior leadership or supervisory experience is preferred.
Strong understanding of financial products, services, and risk management processes.
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

A rewarding leadership position with opportunities for professional growth and development.
Competitive compensation package, benefits and pension.
Preferred rates on our products and services.
A supportive and dynamic team environment.
The chance to make a meaningful impact in your community.

If you don’t identify perfectly with the list above but are interested, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by end of day on February 9, 2025, referencing competition #251602 in the subject line.

More details

Status: Permanent, Full-time
Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
Location: This position is responsible for two rural branches. Regular travel to Marsden Branch is required to ensure key responsibilities are met for both.
Salary: $89,000 – 111,300 per annum

A little more about us

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an inspiring Branch Manager to lead our St. Walburg location to success.

Key Responsibilities

Leadership and Team Development:

Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
Oversee performance management, development opportunities, and coaching to help team members succeed.
Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

Drive business growth through effective sales and service strategies.
Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

4 – 6 years of related leadership experience in retail banking or financial services.
Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
Prior leadership or supervisory experience is preferred.
Strong understanding of financial products, services, and risk management processes.
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

A rewarding leadership position with opportunities for professional growth and development.
Competitive compensation package, benefits and pension.
Preferred rates on our products and services.
A supportive and dynamic team environment.
The chance to make a meaningful impact in your community.

More details

Status: Permanent, Full-time
Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
Salary: $89,000 – 111,300 per annum

A little more about us

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Farm & Business Advisor – Emerald Park Branch

Are you a motivated and outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a proactive Farm & Business Advisor who thrives working in a fast-paced work environment and is intent on helping others reach their goals, to join our team at Emerald Park of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our farm and business members to achieve their financial goals by helping them build their business. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based farm and business financial products sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio.

Post-secondary education in Business, Agriculture or a related discipline with at least 2 years lending or progressive sales and service experience is the minimum requirement for this position. Experience with actual commercial or agricultural lending and having managed a diverse portfolio within a farm and business banking environment, specializing in agriculture will be a key to success in the position. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. These are in-scope positions and union membership is required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

Financial Services Advisor

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment working with and delivering exceptional service to our membership. Your responsibilities will include working with account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
Advise on and deliver a variety of products and services to successfully meet members’ needs
Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

Related post-secondary education (such as a Diploma or Degree in Business) and two to four years of job-related experience, or an equivalent combination of education and experience
Mutual Fund Accreditation or successful completion of accreditation is required within 3 months of hire
Strong experience in consumer lending is required
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
Strong attention to detail

What do we offer?

Preferred rates on our products and services
Benefits and Pension
Competitive salary
Investment in your professional development
Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on November 17, 2024, referencing competition #245006 in the subject line.

More details:

Hours: Permanent full-time
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $60,000 – $75,000

A little more about us:

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion