Business Development – Credit Union Careers

Chief Operating Officer

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity available for the position of Chief Operating Officer. Reporting to the CEO, the Chief Operating Officer is a key member of the executive leadership team and is responsible for all retail-related functions including Advisory Services, Retail Deposits, Retail Credit, Retail Support, and Corporate Credit. The successful candidate will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Promote and support a relationship-based service environment by delivering sound advice that benefits both members and the credit union

Participate in the development, implementation, and achievement of corporate strategy

Provide oversight in the credit portfolio, approval process and loan administration
Lead merger activities and special projects in support of strategic initiatives

Provide leadership in the development and monitoring of annual operating plans and budgets, and transfer of such to division managers
Promote the credit union, participate in member and community events, and support community economic development initiatives
Ensure compliance with all federal and provincial legislative requirements
Oversee the development of policy and procedures in accordance with PCCU established guidelines
Coach, develop, mentor, and motivate direct reports

Qualifications:

Relevant degree, Associate of the Credit Union, or a combination of education and experience in the financial services industry (preferably credit union) with a minimum of 10 years industry experience
Demonstrated analytical abilities and operational knowledge with a sound understanding of retail operations and the sales process
Proven leadership and management at a senior level with escalating responsibilities and strategic involvement
Ability to lead, develop, and implement sales and service initiatives with a proven background in achieving sales/growth targets
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship and team building

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Blair Wingert, Chief Operating Officer at 306-882-5562. To apply, please submit an electronic copy of your cover letter and resume by 5:00pm on Friday, January 14, 2022, to: Blair.Wingert@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Business Advisors

Would you like to earn above average pay helping members meet their financial goals, 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 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 strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

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.

Insurance Manager

Northern Savings offers a full range of personal and business financial services as well as insurance, financial advising and investment services through its online channels and its branch locations in Prince Rupert, Masset, Queen Charlotte, and Terrace. At Northern Savings, we honour the northwest region and our history through our commitment to superior service for members, employees, customers, and the communities we serve.

Exciting Career Opportunity

Northern Savings Insurance Services, our insurance subsidiary, located in Terrace, BC, has an exciting career opportunity. Our current opening for a full time Insurance Manager may just be what you have been waiting for.

The successful candidate will have previous insurance management, sales and service experience or an equivalent combination of education, training and experience, If you are energetic and have a natural ability to develop excellent rapport amongst employees, this is an opportunity for you.

Minimum qualifications

Education:

Completion of post-secondary education required.
Completion of sales training required.
Level 3 insurance license is required or working towards insurance designation.

Experience:

Previous insurance sales and service experience is required.
Previous leadership experience is required.

The ideal applicant must have demonstrated sales skills, relationship building and business development skills, and the ability to communicate and liaise professionally with all members, potential customers, community groups and co-workers while maintaining confidentiality.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here.

Manager Associate Business Advisors

Permanent Full-Time

Closes November 8

Open to any Innovation Advice Centre Location

Innovation Credit Union – Find Branch(innovationcu.ca)

Annual Salary: $89,729 – $112,162

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: Reporting to the Senior Vice President, Business Advisors, this strategic position will develop, train and motivate a team to provide a mix of lending and administrative duties to supporting Business Advisors; provide exceptional members service in all areas of banking; succession plan into a Business Advisor position that would maintain a consumer or business solutions loan portfolio, and to develop long term relationships with members.

How does one do this? Glad you asked!

The Manager Associate Business Advisors does the following:

Coach, mentor and manage staff, providing performance and behavioral feedback, discipline, encouragement and championing the overall principles of a constructive culture that is conducive to team achievement, productivity improvement and professionalism
Coach staff to create a network of enthusiastic employees who support service excellence and utilize Memberfirst techniques to create exceptional member experiences
Leads a team responsible for ensuring accurate and timely administration of credit files from creation to disbursement, including 2^nd checks
Provide leadership and direction in business development through service excellence and product knowledge
Ability to coach and mentor staff in alignment with the goals of Innovation Credit Union
Organize, schedule and monitor service provision to ensure maximum service levels are being provided and that work flows smoothly
Identify and recommend opportunities for improving processes

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have 2 Years post-secondary education in related field and all courses required of the Relationship Manager/Credit Specialist roles
You have a minimum 5-7 years’ experience in relationship banking with knowledge and experience in all areas of lending and credit analysis with experience in commercial and agricultural loans being considered an asset
You have completed Consumer, Residential Mortgage, Agricultural and Commercial Lending education or equivalent combination of education and experience.
Proven high standard of verbal and written communication skills and attention to detail
Proven collaboration skills with the ability to build relationships with various stakeholders
Proven ability to manage cross functional projects and prioritize deliverables to meet deadlines
Knowledge and understanding of the regulatory environment that impacts the financial services industry
Demonstrated commitment to continual professional development

Interested? Visit www.innovatoncu.ca to apply

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager at our Arlington Avenue Branch in Saskatoon.

Are you….

Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
Interested in identifying business opportunities through small business knowledge which will allow you to seek opportunities that expand relationship across multiple lines of business at TCU (business, wealth, retail)?
Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

Managing a growing portfolio of relationships
Providing a holistic approach to services
Developing business through community involvement and networking opportunities
Providing lending products including personal and mortgage loans
Providing deposit products such as GIC and RRSP
Positively influencing member acceptance of a technology driven approach to banking services
Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Commercial Loan Officer

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself in employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the Chief Lending Officer, and as a member of the Commercial Lending Team, you will be responsible for managing commercial relationships under the commercial portfolio. You will conduct annual reviews of risk and profitability; monitor problem accounts and develop plans to minimize risk; receive and analyze financial and personal net worth statements; calculate debt servicing capacity; negotiate terms and conditions of loans; grant commercial loans, mortgages and operating lines of credit for business purposes within lending limits. You will build relationships with existing members, network with external business organizations and individuals to generate referrals; recognize opportunities and take appropriate actions to the promotion and sales of credit union products and services and refer to other staff where appropriate.

The successful candidate will have a minimum of one year post-secondary education plus 6-9 years’ experience in lending, including small business lending in the financial services industry, is desired. An individual with experience plus education and/or training equivalent to 6-9 years will also be considered.

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Business Advisor

Employment Opportunity – Fort St. John, BC

(working remotely may be considered for the right candidate)

Business Advisor

North Peace Savings is recruiting for an experienced Business Advisor. The Business Advisor will have expert knowledge in the areas of equipment financing and the agricultural industry accountable for the overall management of a large portfolio of business accounts that exhibit a high degree of complexity and value to North Peace Savings and Credit Union.

Reporting to the Chief Operating Officer, the Business Advisor is accountable for the overall management of an assigned portfolio of business credit accounts that exhibit a high degree of complexity and value to NPSCU. The focus of the position will be on maintaining and strengthening exiting member relationships and building new member relationships while ensuring all financial needs of the member are satisfied within the risk appetite of the credit union. The ability to meet financial objectives related to the profitable and sound growth and retention of assigned portfolio is critical to success. Proactively develop long-term relationships with members, service partners and local markets to optimize business opportunities and referrals enhances value. In all activities, ensures prudent risk management is followed to protect NPSCU. Provide sound financial advice and the ability to effect ‘win-win’ situations to assist members in attaining their financial aspirations.

This role requires a strong direction of equipment financing as well as a clear and thorough understanding of the agricultural industry. The successful applicant will be responsible for building rewarding relationships through a superior service experience, providing consistent delivery of high quality service to both internal and external members.

If you are a financial services professional with excellent sales and service skills, the ability to work independently with confidence and strong commitment to member service, please provide a cover letter and résumé in confidence to:

Olivia Young, Manager People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Commercial Agricultural Relationship Specialist

The Opportunity

We’re looking for a Commercial Agricultural Relationship Specialist to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for lending and would like to work with an amazing team where you can build and further your career, look no further!

The successful candidate will be responsible for managing, promoting and selling commercial and agricultural lending and account services to our current and future members. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

The Individual

Will be nimble, agile and welcoming to change.
Someone who has been successful in a sales, service and goal oriented environment.
Someone who is a team player and brings an energetic spark to work each day.
An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
Someone who values giving back to their community.

Qualifications

Minimum of 2 years of post-secondary education.
4-7 years lending experience with a strong emphasis on commercial and agricultural lending. Additional lending experience is preferred.
Previous lending experience in the oil and gas industry will be considered an asset.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Advanced ability in interpreting complex financial statements, assessing risk, and determining produce/service opportunities.

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Generous paid time off including personal time, study time and above industry vacation accrual.
Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Commercial Account Manager

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced commercial sales professional to join our Commercial Services team.

You will be based at our beautiful new corporate office in Burlington, Ontario – while working remotely on a temporary basis due to the present circumstances of the pandemic.

Your Work at a Glance

Do you have experiencing growing the size and profitability of a commercial lending portfolio while working in a major financial institution?
This might be the role for you.
As a key member of our Commercial Services team, you will utilize your sales and lead generation experience to build relationships with current and new Credit Union members within the mid-market and up-market business space.

As a Commercial Account Manager you will be able to combine your professional relationship management experience with delivering value add solutions to sophisticated business members, while exercising your sales and origination skills, drawing on your experience in financial analysis and using your understanding of credit and credit products.

You will have the opportunity to apply your natural inclination towards sales, your ability to solve intricate business challenges, your credit writing skills and your demonstrated ability to develop solutions-based strategies to win new commercial business. an

In collaboration and coordination with the VP Commercial Services, you will develop a customized market management strategy to support commercial portfolio growth, while working with Tandia wealth, retail and payment solutions teams, and our external and syndication partners.

Although remote work is anticipated with this position in the short-term, travel in the region is expected as this is critical to success in relationship-building and providing exceptional service to our members and prospective new business.
Its also worth mentioning that we offer an industry leading variable pay / commission structure that is highly rewarding to someone driven to grow their book of business.

We are looking for someone who:

Has a minimum of 3 years of experience in commercial account management, ideally in a credit union or other financial institution.
Has completed a University degree in Business, Economics, Finance, Commerce or a related program, or equivalent work experience.
Has a proven track record in commercial sales and business development with a diversified portfolio; exposure to syndication deals is considered an asset.
Is an expert at financial analysis, assessing risk and credit structuring as well as presentation of deals – preference will be given to those with a financial designation such as CFA / CPA.
Can demonstrate their new member acquisition skills, is at ease when presenting the Credit Union’s value proposition, likes actively pursuing lead generation, and enjoys initial contact with members, cold calling and asking for referrals.
Has proven through their previous commercial experience that they have exceptional relationship management skills.
Is comfortable working full-time hours and with deadline and time constraints with an understanding that hours of work may extend beyond the normal work week.
Is motivated by a variable pay / commission-style bonus structure and is comfortable with travel in and around the local area.
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia 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. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Loans Officer

Loans Officer

Temporary Full Time

Maternity Leave replacement for up to 24 months

Our Loans Officers are available to our members through in-person meetings, phone calls, and other forms of electronic communication. The ability to provide expert advice when it’s truly needed is crucial to meeting our members needs. We know our members, and to see their successes is extremely rewarding. The Loans Officer is responsible for oversight of their own lending portfolio, which may include consumer, agriculture, and commercial files. Each portfolio has a different level of complexity and presents the opportunity for new learnings each and every day! The role of Loans Officer can be challenging, yet rewarding, where the reward far outweighs the challenge!

You have a desire to learn and have an in-depth understanding of lending practices and procedures. The ideal candidate will have many years of service in the credit union system, and experience as a lender. You have an appetite for risk, and know when to take the risk, and when to shy away from it. You will be responsible to mitigate risk of default. When required you will initiate action to collect on delinquent loans, as necessary.

While you may not have lending experience, you may have experience in the financial services industry and are eager to take the next step to grow your career. We want to hear from you too, we are committed to training the right candidate!

Building relationships is important. In fact, it is essential to our business. The other key part of the Loans Officer role is to foster new relationships and grow new business. You are not afraid to pick up the phone and call a potential member. You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship. When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Kelvington Branch. From time to time, you may be required to travel to our other branches as well. You will participate in a comprehensive development plan, equipping you with the knowledge and tools to confidently assist our members, and grow your career. With upcoming pending retirements, there is great potential for this temporary position to turn into a permanent position in one of our branches! You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications

· One year post-secondary training	· Working knowledge of computer systems
· One – Four Years of job-related experience	· Credit Union experience considered an asset
· Bondable	· Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen. We are a financially strong organization with assets of over $270 million, our loans portfolio is over $197 million and we continue to grow! We are dedicated to our members, and our communities. We respect our people and their contribution to our success. We encourage employee involvement and participation. We reward our people for their teamwork and for achieving objectives. Our people make the difference for our members’ service experience. Compensation is competitive and will be based upon qualifications and experience. Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Questions about this opportunity? Call Lacey at 306.383.1139

Qualified applicants are invited to submit their resume and cover letter in confidence by Noon on October 8, 2021 to:

Lacey Nicholls – Human Resources & Marketing Administrator

Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0

hr@accentcu.ca

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