Relationship Manager

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?__________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • Well-developed organizational and interpersonal skills

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Brett Speight, Vice President Retail Relationships, at 306-882-5595. To apply, please submit an electronic copy of your cover letter and resume on or before August 8, 2022 to: careers@pccu.ca.

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

VP Business Solutions

National Consulting Limited is a credit union – focused organization which provides products and services to assist credit union operations nationally. We are looking to hire a creative, energetic seasoned professional with proven business development abilities to lead a team in the delivery of products and services to credit unions across Canada.  This is a one-year term position, with potential to become permanent.

The Job

The successful candidate will have strong people leadership skills, be a strategic thinker, and be responsible for the business unit’s budgets and financial performance to attain targeted results.  Reporting to the CEO, the VP Business Solutions will provide strategic leadership and strong communication to lead a team in growing products and services to continually meet the needs of credit unions. Building relationships with credit unions will be essential to the success of the position. This position can work remotely and requires flexibility and some travel.

The Candidate

  • Ideal candidate will have progressive experience in a senior management role ideally gained in the financial services industry
  • A minimum of 5 years’ experience in the credit union or co-operative system, with a strong understanding of credit union operations
  • Undergraduate degree in Commerce, Business Administration, or a related field
  • Develop and maintain strategic relationships with stakeholders, vendors and partners.
  • Provide leadership and foster a positive culture that supports communication, collaboration and high performance as well as staff engagement, satisfaction and personal development.
  • Regulatory compliance or risk management experience or designations
  • Strong leadership and interpersonal skills, you will build trusting relationships with credit union management and deliver excellent client experience
  • Strategic thinker
  • Detail orientated with proven ability to handle multiple initiatives
  • Leading and managing to achieve targeted revenue and profitability
  • Strong verbal and written communication skills are key requirements for this role

Interested applicants should submit a resume and cover letter, in confidence, to humanresources@biggarcu.ca by Monday, July 29, 2022.

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

National Consulting Limited is owned by a consortium of 26 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

Marketing Growth Specialist

This is a great opportunity to join a creative and well-established team of marketing professionals!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As SASCU’s Growth Specialist, you will carry out strategies to pursue growth for all SASCU business lines and the brand overall, including growth of members and clients. Providing strategic content creation, development, and execution in print and digital, you will be fundamental in introducing new campaigns promoting SASCU products and services to reach defined target audiences. You will advance the value of being part of SASCU.

 

What you’ll do:

  • Develop and execute content strategies to effectively reach desired target audiences and achieve marketing goals.
  • Liaise with team members and consultants on creative and design concepts to ideate and define content goals.
  • Engage staff in the delivery of campaigns and how the campaign ‘shows up’ in branch.
  • Research content and financial services trends to ensure content is relevant and appealing.
  • Work closely with team members to develop implement, and optimize a personalize marketing strategy.
  • Create content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
  • Enhance SASCU’s position as a financial partner via social media and other digital channels including SASCU’s website; and executes the Social Media Strategy in collaboration with the Community Lead, including sourcing, writing, creating, and coordinating content material.
  • Lead engagement and development of the Marketing Ambassador team to provide regular communication and face-to-face interaction with branch staff.

 What you’ll bring:

  • Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
  • 3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
  • Experience using social media tools to execute online marketing strategies, grow social media channels, and track engagement and sentiment.

You’re perfect for this role if you have:

  • Comprehensive knowledge of market/customer analysis principles, methodologies, tools, and techniques, and of social media across multiple platforms.
  • Working knowledge of project management fundamentals and proven ability to manage a variety of projects simultaneously through to completion.
  • Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.
  • Superior written and oral communication skills.
  • Advanced Microsoft Office (Excel, Word, PowerPoint) skills, and working knowledge of Google Analytics and HTML coding is preferred.
  • Attention to detail and high level of accuracy.
  • A valid driver’s license and access to reliable transportation is required.

 

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Flexible Work Arrangements:

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch presence is required.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Senior Commercial Account Manager

The Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:
Reporting to the Manager Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location: This position will be situated in our Winnipeg, Manitoba office.

Qualifications:
• An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
• Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
• Results orientated with proven success in growing revenue and profitability
• Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
• Demonstrated strength in business development and customer relationship management skills
• Sound credit judgment and understanding of credit policies and practices
• Flexibility to travel as required without limitation
• Strong interpersonal and communication skills, both written and verbal
• Knowledge of Indigenous banking would be a strong asset

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

We thank those who apply, however, only those selected for an interview will be contacted.

Commercial Account Manager

Our Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:
Reporting to the Manager Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location: This position will be situated in our Winnipeg, Manitoba office.

Your Qualifications:
• An experienced banker with a minimum of 2 years in commercial lending
• Results orientated with proven success in growing revenue and profitability
• Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
• Demonstrated strength in business development and customer relationship management skills
• Sound credit judgment and understanding of credit policies and practices
• Flexibility to travel primarily as required without limitation
• Strong interpersonal and communication skills, both written and verbal
• Knowledge of Indigenous banking would be a strong asset

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

We thank those who apply, however, only those selected for an interview will be contacted.

Manager Advisory Services

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 Manager Advisory Services. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Manager Advisory Services you will….

Lead a team of advisory specialists within the Business Solutions and Wealth Management business lines. You will be responsible for:

  • Applying your industry knowledge along with your technical skills, connections and expertise to identify opportunities to realize market growth and expansion.
  • Implementing advisory sales and business development strategies in line with organizational strategy and budget objectives.
  • Mentoring and guiding the advisors as they provide exceptional service to our business and wealth members making TCU the advice center of choice.
  • Working collaboratively with other retail areas to support a member-centric culture of making quality referrals and seeking opportunities to enhance overall profitability of TCU.

As the Manager Advisory Services you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a member-centric focus to sales, service, advice-giving and operational excellence.
  • An engaging communicator with the ability to build strong relationships which will support a collaborative culture while operating across business boundaries and realizing organizational success.
  • Capable of understanding and interpreting the changing financial landscape to enable the realization of the TCU strategic business priorities, including improved member experience, market expansion and sales growth.
  • A professional who understands and models the importance of building strong centers of influence to foster a network of business development.
  • Passionate about member education, fostering financial literacy and engaging members in a partnership to maximize their financial opportunities.
  • A change agent capable of identifying obstacles and working collaboratively to assist the team in overcoming these challenges.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8-10 years of Business Solutions and/or Wealth Management experience and 5 years of management experience combined with a Bachelor’s degree or Diploma in Business Administration or a related field, 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!

The deadline for this career opportunity is Monday, June 27, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

General Manager, Insurance

Northern Savings Insurance Services, our insurance subsidiary, has an exciting career opportunity. Our current opening for a full time General Manager, Insurance may just be what you have been waiting for. General Manager, Insurance, is the leader of an insurance division and one business unit. The role oversees the daily operations of an insurance office as well the overall subsidiary’s performance.

Primary Purpose

The General Manager, Insurance provides strategic leadership to a multi-branch insurance agency including recommending and implementing strategies and programs to develop and grow the business. Will be responsible to lead the provision of exemplary customer service, provide for engagement of employees, manage the operations to be efficient and effective, take action to mitigate current and emerging risk, and provide for financial health of the unit while contributing to the operational and financial health of Northern Savings Insurance Services and the Credit Union as a whole.

The General Manager, Insurance professionally demonstrates positive leadership within their business unit and insurance division, the Credit Union and externally in the community. The role is responsible to develop and implement strategic and operational business objectives related to the delivery of insurance services. They are accountable for producing insurance specific financial results and customer service excellence. This role acts to inspire employees of Northern Savings Insurance Services to produce results that are in the best interest of the Credit Union, while respecting the needs of its customers and members. The General Manager, Insurance leads the development and training of employees so that they can meet their goals and achieve their maximum potential

Key Accountabilities

Knowledge of Market and Industry:

  • Maintains knowledge of internal and external insurance market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and their implications for the business.
  • Maintains awareness of competition in the market.
  • Maintains knowledge of Credit Union products and services in order to refer customers to the branch, Businesses Services and Financial Planning.
  • Provides leadership recognition for the Credit Union through the identification of subject matter experts at Northern Savings who can share their knowledge in the community at local events or engagements
  • Identifies initiatives to facilitate the Credit Union’s corporate social responsibility in the community and works with staff and community leaders in fulfilling commitments.

Customer Service:

  • Organizes the delivery of products and services to achieve customer service excellence.
  • Monitors the changing customer needs and expectations and adapts to those needs.
  • Ensures professional image of business unit to members and internal customers.
  • Collaborates with staff in addressing services issues and customer concerns.
  • Advises Corporate Office on challenges in delivery of products and services to maximize customer service and on changing member needs and expectations.
  • Is an advocate for Northern Savings Credit Union in attracting new members in order to build the membership base.
  • Actively seeks new customers for the insurance subsidiary and actively seeks to provide additional insurance for a customer’s full needs.

Employee Engagement:

  • Builds a positive, capable team to meet the mandate of the business unit.
  • Builds a positive work environment that is motivating to staff.
  • Works with direct reports in establishing annual personal goals and targets and supervises progress on meeting or exceeding those goals.
  • Provides coaching to enhance employee performance with respect to sales, quality of customer service, processing and delivery of policies, handling of claims, and interpersonal skills.
  • Establishes performance targets for agency branches; monitors performance and provides coaching and direction o agency branches to facilitate achievement of goals.
  • Fosters a culture consistent with the Credit Union’s values and service philosophy.
  • Delivers effective ongoing performance feedback for staff.
  • Identifies training and development needs to assist knowledge level of staff and facilitates delivery.
  • Collaborates with management team colleagues and with Corporate Office staff and leaders.

Operational Effectiveness:

  • Provides for effective functioning of Northern Savings Insurance Services and attaining stated objectives.
  • Identifies process improvements and implements such within unit and shares with other applicable units and with Corporate Office.
  • Facilitates communication between senior management and staff.
  • Contributes to the setting of the business unit’s strategic direction.
  • Addresses day to day administrative issues on a timely basis and facilitates resolutions.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.

Risk Management and Financial Health:

  • Sets unit objectives that are aligned with Credit Union’s strategic direction.
  • Actively monitors level of policy renewals and new policies, commissions, and expenses and takes action to meet established financial goals and/or advising sound reasons for adjustments required.
  • Provides referrals to other business units, i.e. Retail, Business Services, Financial Planning.
  • Ensures operations meet compliance and regulatory requirements as well as abiding by corporate level policy.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.
  • Maintains approval authority for transactions outside staff limits and delegate appropriate limits to staff members.

Minimum Qualifications

Education:

  • Completion of post-secondary education required.
  • Completion of sales training required.
  • Level 3 Nominee License

Experience:

  • Previous insurance sales and service experience is required.
  • Requires an advanced knowledge of insurance products, services, and regulations
  • Previous leadership experience is required.
  • Combination of education and/or experience will also be considered.
  • Demonstrated past community involvement is preferred.

Skills:

  • Effective coaching skills, strong leadership behaviours that motivate and inspire others to achieve directed outcomes and goals. Demonstrated sales skills.
  • Expert knowledge of insurance products and services required.
  • Expert knowledge of insurance software applications is required.
  • Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
  • Ability to communicate and liaise professionally with customers, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills, and experience in Microsoft Office.

Travel is a requirement of this position.

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.

Responsibilities:

  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.

Requirements:

  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

 

Relationship Manager

RELATIONSHIP MANAGER

Rosetown Branch

Term position for approximately 18 months

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?

______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a temporary full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • Well-developed organizational and interpersonal skills

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Lisa Moss, Senior Relationship Manager, at 306-882-5646. To apply, please submit an electronic copy of your cover letter and resume on or before June 10, 2022 to: careers@pccu.ca.

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

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