Business Development – Credit Union Careers

Syndications Business Manager

af·fin·i·ty (noun):

the name on our doors
a quality that makes things suited to each other

We want our employees to feel great coming to work. That’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit.

We’re looking for an innovative, digitally capable, curious team member to serve as Syndications Business Manager accountable for the development and administration of a large, complex full service commercial loan portfolio. The ideal candidate will be resourceful, analytical, and have a background in the Commercial Markets space.

What you’ll do:

Manages and oversees the continued success and growth of the syndicated loan portfolio. Oversight includes profit and loss accountability and business direction, ensuring KPI metrics are met and opportunities for performance optimization are identified and implemented
Directly responsible for all initiatives that impact the business line/portfolio, as well as relationship management responsibility for partner relationships; serves as liaison and primary contact between organization and business partners, vendors, and Centres of Influence (COIs)
Acts as the ‘voice in the room’ representing the portfolio, and its requirements and needs
Develops or assesses campaign growth strategies, overseeing development and implementation of programs intended to identify new business opportunities, increase profit, sales, brand consistency and/or growth
Provides direction, coaching, mentoring and feedback to other units across organization on business line/portfolio acumen, including providing sales and operational coaching
Provides direction to organization in the preparation and monitoring of business plans, priorities, and budget for the business line

What you’ll get:

The support to grow in your career with ample opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package including health and dental benefits, pension and health spending account
Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
Intermediate understanding of Affinity Credit Union’s business objectives and divisional business operations
Advanced knowledge of business management and finance, including strong business acumen and experience in underwriting large and complex commercial loans
Advanced knowledge of large commercial businesses; industry and market trends, lending products, applicable compliance and regulatory requirements
Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach
Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring! Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities

This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.

Application Deadline: July 6, 2025

Consumer Advisor – Filipino Community Focus

Consumer Advisor

Job Description: We’re looking for a Consumer Advisor – Filipino Community to join our team! This position is integral to the function of our organization, playing a critical role in our consumer lending team. The key responsibilities for this role include:

Respond to member and non-member inquiries by providing advice and guidance on the full range of financial products and services.
- Preference will be given to those who speak Tagalog.
Provide an avenue of opportunity for Filipino newcomers to Canada and help our members establish and set roots in our beautiful communities.
Develop and maintain a deposit and loan portfolio and develop long-term relationships with members.
Provide individualized financial consulting services that help simplify the member’s life (including insurance services) and information to members on services and investment products offered through IFCU.
Recognize and act upon business development opportunities that would be beneficial to the organization and its members.
Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies and procedures.
Must have the ability to travel and provide coverage within the region as required.
- Innovation’s travel practice guidelines will be followed.

Qualifications:

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

About Us

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

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

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

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

Community Branch Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on 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 has to offer as can be seen at http://www.houston.ca.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operating Officer and under executive direction, you will manage the overall operation of a single branch and direct the utilization of staff, equipment and facilities. Using highly developed leadership skills and behaviours, plus a sound understanding of the financial services business, you will initiate action to improve growth/development of the branch loan and deposit portfolios; increase usage of other credit union services and service channels; pursue new businesses; set short/long term branch goals /objectives and manage all branch staff directly or through subordinate supervisor(s). Through effective deployment and development of staffing resources you will foster an environment that encourages staff engagement and delivery upon an Enhanced Service Commitment to our members. You will perform the duties and requirements of Branch Compliance Officer for Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection. You will be a results-oriented professional with a commitment to furthering the reputation of the credit union within the community. Through active participation in select community events, projects and initiatives, you will become established as a leader within the local community.

The successful candidate will have a business degree or diploma and a minimum of five years of management experience in the financial industry or an equivalent combination of education and experience. This is an ideal opportunity for someone currently holding a supervisory or lending/account management position interested in gaining branch management experience.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

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

MANAGER, RISK AND CREDIT SERVICES

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

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

THE CREDIT UNION:

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

COMPENSATION:

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

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

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

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

Small Business Advisor

Small Business Advisor – Permanent Full-Time

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

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

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

Qualifications:

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

ABOUT US

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

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

Consumer Advisor

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

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

Qualifications:

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

ABOUT US

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

Manager, Business Development, CUPAY

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

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

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

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

RESPONSIBILITIES:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Partnership Lead, CU PAY

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

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

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

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

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

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

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

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

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

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

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

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

Branch Manager

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

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

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

Key Responsibilities

Leadership and Team Development:

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

Business Development and Relationship Management:

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

Community Engagement:

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

Operational and Risk Management:

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

Qualifications

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

What do we offer?

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

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

More details

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

A little more about us

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

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

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

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

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

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

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

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

www.synergycu.ca

Branch Manager

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

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

Key Responsibilities

Leadership and Team Development:

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

Business Development and Relationship Management:

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

Community Engagement:

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

Operational and Risk Management:

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

Qualifications

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

What do we offer?

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

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

More details

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

A little more about us

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

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

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