Business Development – Credit Union Careers

Manager, Business Banking

Are you a strategic leader who loves to execute business strategies with a solid understanding of small business, commercial, agriculture and advisory services? Are you looking for a challenging new career where strong business and people development are at the forefront? Do you value and foster performance excellence, innovation, efficiency, and trusted advice?

If so, look no further, Westoba Credit Union is looking for a Manager, Business Banking just like you!

The Manager, Business Banking leads and executes strategies in support of organizational advice and service objectives. This role has a solid understanding of small business, commercial, agriculture and advisory services. The Manager, Business Banking cultivates a proactive member service culture, growing Westoba’s book of business by providing options to members through all service delivery channels. This position looks for ways to do things easier, better, and faster, contributing to building a Nimble organization.

A day in the life as a Manager, Business Banking – Brandon/Westman Area:

Lead and coach direct reports to ensure policies, procedures and programs enhance the quality of the work environment and ensure that the credit union fulfils its responsibility as an employer.
Foster and maintain a positive work environment conducive to high performing teams and highly engaged staff.
Manage and oversee a portfolio of high valued members.
Represents Westoba Credit Union in the Brandon and Westman region.
Evaluate the performance of staff; coach and support individual training and development needs.
Collaborate with the Senior Management and with other members of the leadership team to execute strategic plans, policies, and operational procedures.
Grow Westoba’s business banking portfolio through enhanced advice and service delivery models which include online and virtual services.
Proactively monitor department results against targets to ensure organizational efficiencies and increased revenues are achieved.
Ensure appropriate internal controls at the department level; monitor all business lending activities ensuring compliance with legislation, regulations, and Westoba’s policies and procedures.
Prepare and implement comprehensive business plans to facilitate financial target achievement by planning cost-effective operations and market development activities.

What you bring to the table:

Post-secondary education is required, a diploma in Business Administration is preferred.
Five to seven years of commercial and agriculture banking experience is expected; minimum five years in a leadership experience is expected.
A combination of education and experience may be considered.
You are motivator and inspirational to your people – we are looking for a leader.

What Westoba has to offer:

Competitive compensation and benefits
Company-matched pension program
Results-orientated bonus program
Dollars invested in your education.
Discounted rates on your annual GoodLife Fitness membership
Plus, awesome financial perks including:
- No-fee chequing and savings accounts.
- Preferred rates on deposits
- Discounted rates on loans

*Position close date – February 24^th, 2023*

If this is you, please submit your cover letter and resume by accessing our Westoba Career page – https://westoba.com/about-us/careers/. If this role is not right for you, referrals are always welcome.

If you have any questions regarding this opportunity, please reach out to hr@westoba.com.

We thank all applicants; however, only those who are short-listed will be contacted.

Manager, Member Impact

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a collaborative, curious, strategic and forward-thinking person to come on board as our Manager, Member Impact for up to an 18-month term.  Candidates will be considered at various Conexus locations across Saskatchewan. You will lead the Member Impact team to support projects and initiatives that directly impact our members. This includes identifying ways in which we can enhance our ability to improve our members overall financial well-being. You will also look at ways to achieve efficiencies across the organization that align to our overall corporate strategy.

How you’ll be spending your time

Coaching, empowering and leading a team of direct reports to successfully achieve individual targets and team goals
Collaborate with internal and external stakeholders on subjects related to member impact mitigation
Leading the operationalization of new and updated processes, and system applications
Breaking down processes to understand the root cause for the work in order to drive efficiencies
Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation
Support a team through research, development and implementation to ensure delivery of member impact service solutions

The way people describe you

You have a deep understanding of the core business lines within the Credit Union system
You are a driven individual who strives to grow the success of your team through continuous coaching and empowerment
You possess excellent interpersonal, relationship building and communication skills
You promote and cultivate an environment that continually seeks and identifies areas to increase efficiencies

The experience you bring

5 years financial services experience
1 year formal or informal leadership experience
Proficient in Microsoft Office Suite
Effective presentation and communication skills
Experience working with systems used within Financial Institutions

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on February 5, 2023 so apply now! If you have questions about this position, please contact Toni Demorest at toni.demorest@conexus.ca

Farm and Business Advisor

Farm & Business Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Emerald Park branch 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 members to achieve their financial goals.

Reporting to the Manager, Farm & 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 sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of medium market commercial enterprise and agriculture accounts.

What We Are Looking For . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 5 to 7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking a candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members in 15 branches, employ around 280 people and manage assets of about $2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/245017-37571.html

Commercial Account Manager (Trainee)

At ABCU Credit Union Ltd. (ABCU) our culture is based on the foundations of Service Leadership. Our approach is to deliver excellent experiences to employees to ensure our employees engage our members based on their goals and interaction preferences with the end goal of increased member satisfaction, loyalty, and advocacy.

The Commercial Account Manager Trainee role is part of the Commercial Services team and ABCU. This role is a learning role, designed to ensure that an exceptional “Service Leadership” experience to our members by learning all aspects of both consumer and commercial credit. The Commercial Training Officer training program is a formal learning path that requires the incumbent to be a self-starter and seek to learn over the length of the training program.

At the successful completion of the training program, the incumbent is considered fully trained and will be promoted to the role of Commercial Account Manager.

The Training Program

The training program plan provides training for the different aspects of credit. This onboarding program is 24 months (about 2 years) in length and can be adapted based on the incumbent’s previous experience. The program consists of 5 modules in credit, and each module will be followed up by a test to ensure competency. Throughout the training program, the incumbent is assigned a mentor to ask questions and be a resource through each training section.

Module 1 – ABCU – Basic Banking Skills

After completion of this module, the incumbent will have general knowledge and understanding of all aspects of basic banking skills needed to engage members in conversations. Training includes:

Account Openings – retail and business.
Full understanding of Mobile applications.
Full understanding of ABCU’s Online applications.
Member enquiries through the contact center.
Week in the life of an Investment/Insurance Specialist.

The training will be a combination of individual self-study, job shadowing and direct member engagement. This module will take 60 days (about 2 months) to complete. The length of time is dependent on the incumbent’s previous experience.

Module 2 – Consumer Credit

At the completion of this module, the incumbent will have knowledge and understanding of all aspects of consumer credit. Training includes:

Product knowledge.
Taking credit applications and interview skills.
Completing credit checks and understanding credit and beacon scores.
Credit adjudication process.
The approval process is both manual and through the Valeyo origination system.
Completion of pay no pay for consumer members.
Forms and Security.
Creditor and general Insurance conversations and referrals.
Wealth conversations and referrals.
Administration – file prep, funding, registration of security, completing paid out loans.
Successful completion of Personal Lending and Mortgages (PLM) and Personal Financial Services and Advice (PFSA) through the Canadian Securities Institute (CSI).
Attestation (Compliance),

The training will be a combination of individual self-study, shadowing and through member engagement. This module will take 180 days (about 6 months) to complete. The length of time is dependent on the incumbent’s previous experience.

Module 3 – Commercial Services Administration

At the completion of this module, the incumbent will have knowledge and understanding of all aspects of commercial credit administration. Training includes:

Product knowledge.
Credit Expiry – member engagement and administration.
Margining accounts.
Preparing loan and operating account documentation
Loan disbursements
Security, registering and discharging.
Paid out loan files.
Facilitating and signing loan, investment, insurance, and account documents.
Attestation (compliance).
Letters of Credit – reviews.
CSBFA loan administration.
Handle member inquiries.
Completing commercial credit card applications.
Completing payments for syndicated loans.

The training will be mostly through self-study and shadowing. This training also will provide the opportunity for holiday coverage for the Business banking Support role. This module will take 60 days (about 2 months) to complete. The length of time is dependent on the incumbent’s previous experience.

Module 4 – Commercial Credit

At the completion of this module, the incumbent will have knowledge of all the aspects of commercial Credit. Training includes:

Financial Statement Analysis.
Credit Applications/interviews.
Credit Analysis.
Credit Approvals.
Credit expiries.
Completion of pay no pay for commercial members.

This training will be through courses, self-study and shadowing and will provide the incumbent with a good foundation as a commercial lender. This module will take 180 days (about 6 months) to complete. The length of time is dependent on the incumbent’s previous experience.

Module 5 – Commercial Account Management

At the completion of this module the incumbent will have the basic knowledge to manage a commercial portfolio of members. Training includes:

Portfolio Management techniques.
Portfolio management tools.
Maximizing the member experience through proficiency in:
- Insurance solutions for small businesses.
- Succession Planning.
- Wealth Management Level 2.
Prospecting and asking for referrals.
Commercial Brokers.
Centers of influence – actively involved with Chamber of Commerce in Edmonton and Beaumont.

This training is mainly hands on with self-study and working with experienced portfolio managers. This module will take 90 days (about 3 months) to complete. The length of time is dependent on the incumbent’s previous experience.

Coaching

The incumbent will have a coach(s) through the training program that will provide ongoing feedback. The incumbent will create their own learning plan and work with their coach to ensure they are on track for completion of the training program. Coaching sessions will be frequent at the start of each module to ensure understanding and comfort.

Accountability

Work is varied and complex.
Variation in work routines and sequences; works under general direction.
Tasks are to be prioritized based on urgency.
Judgment and decision making are required in choosing from a wide variety of guidelines.
Positive attitude and willingness to learn and be part of a team.

Experience Required

Grade 12 or equivalent.
Comfort and ability to work with a high level of detail/accuracy.
Proficient use of Microsoft Office Suite (Word, Excel, Outlook, SharePoint).

Internal/External Contacts

Incumbent will have contact with all employees and members of ABCU, Fidelity National Finance (FNF), CRI Canada, and related businesses.
Incumbent will have contact with other credit unions, banks, trust companies, other industry related businesses, lawyers, and government and regulatory bodies.

Corporate Core Values – Demonstrate the Corporate Values as identified below:

Trust, Teamwork and Accountability

Takes full ownership for actions and outcomes; others trust us to deliver what we commit to.
Displays the courage to make bold decisions; we hold each other accountable.
Demonstrates collaboration and teamwork.
Demonstrates sound decision making.
Demonstrates professionalism.

Open Communication

Demonstrates active listening.
Demonstrates clear and concise written and verbal communication.
Demonstrates responsiveness to internal and external member inquiries/requests whether incoming telephone calls, in-person visits or on-line chats.
Understands differing perspectives and finds common ground; acknowledges when own words or actions are misinterpreted.
All opinions and perspectives are heard, respected, and acknowledged.

Coaching

Can disclose personal beliefs and is open to hearing other perspectives.
Respecting, valuing, and partnering with others; assisting people enhance their effectiveness in a way they feel helped.
Uses proper coaching language.
Ability to diagnose an issue and propose a solution.
Giving and receiving feedback.

Innovation and Creativity

Recognize and be open to the need for change in our environment and industry – (Change).
Constantly challenges us to find new ideas and solutions – (Idea Generation).
Eager and tenacious to continuously improve internal processes, practices, and procedures – (Process Improvement).
Ability to anticipate problems and generate solutions/actions within scope of role – (Risk).
Encourage and appreciate differing opinions, styles, preferences, cultures, etc…. – (Diversity).

Interested candidates please provide a cover letter, salary expectations and resume to:

Ms. Roza Sabety, ABCU Credit Union

rsabety@abcu.ca

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

Closing date: this position will remain vacant until a suitable candidate is identified.

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 December 12, 2022 to: careers@pccu.ca.

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

Vice President Business Advisors

Vice-President Business Advisors

Permanent Full Time

Closes October 24

Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $121,844 to $152,305

Innovation Credit Union has a bold ambition. In addition to being Canada’s next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

Would you like to earn above average pay, maintain a strong work life balance, a flexible schedule and have the security of a career-path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that 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)

What some of the things a Vice President Business Advisors might do:

THE POSITION: Reporting to the Senior Vice President, Business Advisors, this strategic position will oversee the business development within the Business Advisor Team. This position will provide leadership and direction in building a proactive sales culture while providing proactive, advisory services to a portfolio of key Agriculture and Commercial members.

Coach, Mentor and Manage Staff to champion the overall principles of our MemberFirst Culture and Omni-Channel delivery strategy as it relates to our sales and Service environment and standards. Ensuring the implementation and execution of portfolio management practices and foster an environment of proactive advisory services to member’s by team and self.
Implementation of InnovationOne processes across team to drive consistency and efficiency.
Lead a team that provides agricultural and commercial lending services, deposit and loan portfolio management and deposit advice.
Collaborate Internally and Externally on strategic business issues/opportunities and take action to continually improve productivity and profitability
Assess, identify, and mitigate risk as aligned to First Line of Defense principles and correlated to quality assurance, credit underwriting and overall sound portfolio management expectations.
Through a business line ownership model and a First line of Defense approach, ensure all activities, including credit origination, are executed within sound management practice and organizational risk appetite.
Ensure the implementation and execution of entrepreneurial portfolio management practices that foster environment of proactive advisory services to members.
Establish, maintain and grow relationship with members, team, business community, professionals and suppliers. Organize, schedule and monitor service provision to ensure maximum service levels.
Grow sustainable business through new member acquisition, deposit and loan portfolio growth.
Provide operating and capital budgets and financial forecasts for your team and monitor performance in relation to budget.
Creation of Sales plans that align marketing with strategic initiatives.
Seek constant and steady improvement in key strategic areas related to Commercial and Agriculture banking.
All leaders are responsible for ensuring day to day compliance with policies and procedures that are relevant to their operational area. Leaders are required to monitor and identify and instances of non-compliance during day to day activities and, if material, notify the Manager of Compliance who will report to Board and ELT.

What are some of the skills/experience a successful candidate will possess?

University Degree Commerce, Business or related discipline or completion of ACUIC Studies Program plus 7 years of job related experience or equivalent combination of education and experience
Proven high standards 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?

Apply at www.innovationcu.ca/careers

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.

7-9 years lending experience with a strong emphasis on commercial and agricultural lending or, an equivalent combination of education and experience.
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.

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 Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

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

What do our Financial Services Associates and 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 to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

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

As a Financial Services Associate or 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 1 year of job-related experience, or an equivalent combination of education and experience
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. 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 25,000 members and have reached over $2.16 billion in assets.

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 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

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, located in Regina.

As the Financial Services Relationship Manager 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

As the Financial Services Relationship Manager you are ….

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.
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 team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
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.

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

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, 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 Friday, October 21, 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

Senior Advisor, Business & Ag

New Community Credit Union in conjunction with Synergy Credit Union is seeking a full-time, permanent, Senior Advisor.

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of primarily commercial banking customers (members), with potential to expand ag banking customers. You uncover and understand member needs by asking the right questions and analyzing information to connect members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

A typical day may look like:

Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.

Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
Mentoring and supporting team members for success.

You will be successful in this role if you:

Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services and promote them effortlessly.
Enjoy growing relationships through conversations with members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
Have strong time management and organizational skills with the ability to adapt and flex with changing climates.

Demonstrate the abilities to work well independently and in a team.

Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
Are passionate…..for your career, your members, our Credit Union, and our community.

We encourage you to apply as an equivalent combination of education or experience is also considered. Applicants with different levels of education and experience may be considered for developmental roles within our Credit Union.

Qualifications:

Related post-secondary education (e.g. Business Diploma) and 5 years of commercial lending experience are required. Equivalencies may be considered.
Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.
Credit Union experience is considered an asset

What you should know:

This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed! You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.

What do we offer?

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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. Please quote competition #226301 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

Hours: 37.5 hours weekly. Permanent full-time

Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. 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 25,000 members and have reached over $2.16 billion in assets.

New Community & Synergy aspire 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