Occupation Types: Business Development

VP, Business Development & Retention

VP, Business Development & Retention

For 78 years, Lake View Credit Union and its members have been helping build a vibrant Peace region community.  Lake View Credit Union is a prominent, reputable, long- tenured, full-service financial institution with assets exceeding….million, and serving ….. plus members.

Lake View Credit Union currently has branches in Dawson Creek, Chetwynd, and Tumbler Ridge and serves every corner of the Peace Region through various digital solutions.

In addition to being a full-service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace Region their home.

 Lake View Credit Union is seeking a VP, Business Development & Retention to be responsible for the overall management of the sales and service functions of the Credit Union by leading the development and achievement of sales objectives, superioer member experiences, optimal business retention, growth, the productivity of profitability goals.

The VP, Business Development & Retention leads and manages the retail and commercial lending teams, who are responsible for relationship building and sales of a full range of deposit and lending products and services. Through managing, coaching, and inspiring employees, the VP, Business Development & Retention will be responsible for all credit union sales and service goals, and develops the business by proactively recognizing and acting upon potential new sales opportunities that attract profitable new business and builds strong member relationships.

This role requires a deep and thorough understanding of the Credit Union’s business strategies and the competitive environment in which Lake View Credit Union operates.

 Key Areas of Responsibility

Operations

  • Manage and control all lending portfolios and communicate directives to maximize profits within an established mix of loans.
  • Oversee the Commercial and Retail departments (supervise and monitor) operations and service delivery systems.
  • Assist in the establishment of overall corporate loan growth targets. Establish branch budgets that support the corporate goals. Monitor budgets and take remedial action as required.
  • Develop strategies to promote the sale of all of the Credit Union’s products and services with a goal of expanding the existing member book of business, wallet share, and new profitable member relationships
  • Provide direction and assistance in establishing sales targets; ensures that the teams meet sales and service goals.
  • Ensure that sales processes favour and respect member objectives over sales targets
  • Promote all the credit union’s products and services with a goal of attracting profitable new business, expanding the existing member book of business, increase wallet share and build new and strong member relationships
  • Create and sustain a relationship management environment ensuring that the reputation of the Credit Union is not compromised through the behaviour/activities of the staff
  • Provide guidance and direction in matters concerning the interpretation and application of sales and service practices
  • Actively contributes to the strategic planning process for the credit union; identifies short- and long-term goals and objectives. Contributes to the design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch staff is maintained.
  • Ensures maximum utilization of staff and resources within budgetary and policy constraints
  • Ensures adherence of branch staff to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiating action to rectify problem areas
  • Provides input concerning the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth, consulting with senior specialists and external consultants as required to identify and capitalize on the potential for growth opportunities

Credit Union Support

  • Support CEO in setting short and long-term credit union goals; implement plans to achieve goals.
  • Support CEO in the development and achievement of sales targets and marketing plans.
  • In conjunction with the Executive Team, provide recommendations regarding service delivery channels and opportunities that may enhance sales and service.
  • Works together with other sales and service leaders to deliver consistent information and programs to teams through collaboration and joint meetings as needed, working effectively together to ensure member needs are met through all delivery systems across the service centers.
  • Prepare various reports for review by the CEO, Executive Management, and Board of Directors.
  • Support and participate as required in community events that promote the credit union.

Human Resource Management of Sales team

  • Lead and mentor employees; promote a coaching environment; develop direct reports to their highest potential.
  • Establishing performance and service standards, conduct performance appraisals, identify training and development needs of staff; if necessary, initiate appropriate disciplinary action.
  • Ensures the teams meet sales and service goals as established by the Credit Union.
  • Demonstrate enthusiastic support of the corporate mission, vision, and values, and long-term objectives.
  • Use effective change management and internal communications to introduce changes
  • Interview prospective employees and make hiring decisions.
  • Organize, schedule, and monitor activities to ensure maximum service levels are being provided to members and that work flows smoothly.
  • Understand the vision, values, and strategic direction and model behaviours consistent with the identified values and image of the credit union.
  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Knowledge, Skills, and Abilities

  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Education and Experience

The ideal candidate will bring to the role:

  • Post-secondary education in business, finance, and/or accounting, supported by role-specific formal training, or a combination of education, experience, and proven success.
  • 10+ years of progressive financial services leadership experience in a Credit Union, a financial institution, or in a related field
  • Thorough knowledge of the Canadian Credit Union System and the cooperative principles
  • In-depth and hands-on experience in loan portfolio management including products, functions, and processes
  • Demonstrated success in business development activities that have resulted in business growth

Credit Union Location

Dawson Creek is located in the Peace Region is located in the northeast of the province, between the Rocky Mountain Foothills on the west and the Alberta Plains on the east, this is a land of diverse and fantastic beauty.

To learn more about Dawson Creek and surrounding communities, please visit https://www.dawsoncreek.ca

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We encourage all interested applicants to send a resume and cover letter to:

Gail Pearce at Gail Pearce Recruiting

Email                          gail@gailpearcerecruiting.com

Email subject:           Lake View Credit Union VP, Business Development & Retention

 

Wealth Advisor, Summerland Financial Services

Position Overview

Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region.  Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being.  The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.

A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.

Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.

Key Responsibilities

Sales & Service Leadership

Creating value; growing member relationships; learning and development

  • Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
  • Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
  • Engage with internal / external partners and networks to identify business opportunities and best practices
  • Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
  • Proactively contact members to retain existing business and to identify new opportunities
  • Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
  • Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
  • Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.

Member & Community Experience

Building member loyalty; staying informed; building community connections

  • Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
  • Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
  • Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
  • Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships

Employee Experience

Engagement; teamwork; leadership; learning; commitment; accountability

  • Maintain and expand technical knowledge of financial products, systems, and
  • Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
  • Support staff and encourage collaboration to accomplish common goals
  • Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
  • Recognize and celebrate team successes; encourage teamwork and collaboration

Risk Management

Member confidence; risk/loss mitigation

  • Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
  • Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
  • Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
  • Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
  • Display confidence and exercise sound judgement in decision making
  • Take necessary action on issues or concerns arising from internal / external reviews and audits

Skills & Attributes

  • Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
  • Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
  • Instills confidence and trust of others through thoughtful, clear and open communication
  • Delivers strong business development and advisory services skills
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
  • Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
  • Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
  • Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
  • Demonstrates strong attention to detail and accuracy in completing work and providing information
  • Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
  • Commitment to life-long learning
  • Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities

Experience & Education

  • minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
  • CFP designation, life insurance and mutual fund licenses required
  • Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

HOW TO APPLY

Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.

Assistant Branch Manager

We are currently seeking an Assistant Branch Manager for our Prince Rupert location. The Assistant Branch Manager is a key position in the branch providing expert level knowledge while contributing to the provision of exemplary member service, engagement of employees, and managing operations within area of delegated responsibility to be efficient and effective.

 Key Accountabilities

Knowledge of Market and Particular Area of Expertise:

  • Maintains knowledge of market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and implications for the business.
  • Maintains subject matter expertise in area of delegated responsibility.

Member Service:

  • Organizes the delivery of products and services to achieve exemplary member service.
  • Monitors the changing member needs and expectations and adapts to those needs.
  • Ensures professional image of unit to members and internal customers.
  • Continually markets the benefits of membership to non-members to grow the membership.

Employee Engagement:

  • Supports the Member Service Centre (Branch) Manager and assists in fostering a positive, respectful workplace that is motivating to staff.
  • Builds a positive capable team to meet the mandate as delegated.
  • Collaborates with staff in addressing services issues and member concerns.
  • Provides coaching to enhance employee performance. Delivers effective ongoing performance feedback for staff.

Operational Effectiveness:

  • Identifies process improvements and implements such within unit, shares best practices with other member service centres and corporate office.
  • Liaises with Corporate Office Operations department to review and improve policies and procedures related to member service delivery.
  • Ensures staff are provided with tools required to perform duties effectively.
  • Addresses day to day administrative issues on a timely basis, and facilitates resolutions of encumbrances. May be delegated tasks regarding facilities and premises.

Risk Management and Financial Health:

  • Actively monitors income and expenses and portfolio and takes action to meet established financial goals and/or advising Branch Manager of sound reasons for adjustments required.
  • Provides referrals within business unit (lending, mutual funds, deposits) and other business units, i.e. insurance, commercial services, financial advisory services.

General:

  • Assists Branch Manager in general administrative aspects of the business unit.
  • Assists Branch Manager in fulfilling community events.
  • During absence of Branch Manager provides general supervision of the business unit and liaises with subject matter experts and Corporate Office staff in particular areas to ensure decisions made are sound and prudent given limited knowledge in areas not within the Assistant Branch Manager’s delegated area of expertise.
  • Oversees corporate training requirements for the branch.
  • Assists Branch Manager in overseeing technical support of the branch.

Minimum Qualifications

Education:

  • Secondary school diploma is required.
  • Completion of post-secondary education is an asset.
  • Completion of sales training and mutual fund course are required.
  • Completion of CUIC lending is required.
  • Completion of CUSOURCE and/or CU Training courses related to this position is an asset.

Experience:

  • Previous sales and service experience is required.
  • Previous financial services and lending experience is required.
  • Previous supervisory and coaching experience is an asset.

Skills:

  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Expert knowledge of credit risk governing and managing policies and underwriting is required if lending is the Assistant Branch Manager’s delegated area of responsibility.
  • Ability to prioritize, organize work within time constraints.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office.

Travel may be required.

Farm & Business Advisor

Farm and Business Advisor – Yorkton 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 Yorkton branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner 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 a complex portfolio, you will manage an assigned Farm & Business portfolio consisting of mid-market accounts and Farm & Business accounts of high complexity.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor you must have a minimum of 5-7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with post-secondary education in a related discipline or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

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/166433-37571.html

Business Advisor

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

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 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 creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

The bigger picture

We’re looking for a Business Advisor 1 to join our commercial team in Humboldt, who is passionate about helping local businesses succeed.  You will be providing creative solutions that support our commercial business members financial well-being.

 How you’ll be spending your time

  • Providing needs based holistic financial advice to our commercial business members (e.g.: credit and wealth solutions; cash management services to support banking and deposit management)
  • Keeping up-to-date on industry trends to have proactive advice-based conversations fueled by a passion to improve the financial well-being of our business members
  • Marketing yourself to build your book of business in the local community
  • Making sure there’s a healthy balance between opportunity and risk and between growth and profitability for Conexus

The way people describe you

  • A self-starter with knowledge of financial statements and assessing risk
  • A natural people person who thrives on developing relationships within the business community
  • A collaborator who supports individuals, teams, projects and initiatives within our organization to help us grow
  • An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

  • 2+ years in a business advisory role
  • Thorough understanding of financial statements and assessing risk
  • Strong credit underwriting ability
  • Proven relationship management skills
  • CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
  • Post-secondary education in Business, Finance, or Economics is an asset

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Heather at heather.howland@conexus.ca But act fast, the opportunity closes on June 15, 2021.

Financial Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached.  We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Financial Advisor, you help members build a financial plan.  You are their financial coach!  For our members, this means increasing their financial fitness to achieve financial well-being.  You’ll help them with goals, establishing priorities and checking in to support progress along the way.  You will be proactive with our members as life changes and marking significant milestones.

You are fascinated with the tools and strategies a member can use to build dreams.  You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.

The people that know you, trust you.  You are entrepreneurial in nature, and able to work with lots of autonomy.  You seek out goal-setting for yourself.  Those same people describe you as driven, sharp, and an adaptable communicator.  A sense of humour is required.  So is passion…..for your career, your members, our Credit Union, and our community.  We’re deeply committed to volunteerism.  You’ll have many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you.  Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to careers@synergycu.ca.  Please quote competition #212802 in the Subject Line.

Location: Lloydminster, SK

Schedule: Full-time, 37.5 hours per week, Monday – Friday.

Position:  Permanent full-time

Travel: A minimum of one branch visit per month, will be required.

Please note our hours of operation are 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.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

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

  www.synergycu.ca

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

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

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

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

Senior Commercial Advisor

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story?  At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you  will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals.  You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve.  No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

We are looking for you if you have:

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge with lending and progressive experience in a sales and service industry – 7 to 10 years would be an asset.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

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.
  • 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 one of Saskatchewan’s Top Employers for 5 consecutive years.   Wouldn’t you want to be a part of that!

Check out “Who We Are” and more about this position and application process on our Careers page at www.cornerstonecu.com.  

Business Credit Analyst

Permanent Full-Time 

Closes June 8

Open to any Innovation Advice Centre location (including Regina and Saskatoon)

Annual Salary: $72,021 – $90,026

 

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

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

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: The Business Credit Analyst will provide timely responses to new credit requests and annual review completion. The focus of this role is on supporting the efforts of our business advisor team by applying exceptional credit management skills to both annual reviews as well as new ag and commercial credit. How does one do this? Glad you asked!

A Business Credit Analyst does the following:

  • Helps enable not only the management of a sound lending portfolio, but also enables our business advisor team in the areas of proactive relationship management and advice driven interactions.
  • Provides knowledgeable advice and timely responses to new credit requests within our Business Banking team; and provides assistance to our Business Advisor team in delivering unique credit solutions to our members.
  • Provides flexibility and outside the box thinking to help areas farm and commercial business ventures. In touch with day to day realities for the members Innovation Credit Union serves.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3+ years of agricultural and commercial lending experience including quality credit underwriting knowledge in the area of commercial and agricultural credit.
  • You are a Team player and are eager to be part of a highly engaged, high performing team.
  • You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Interested?

Go to www.innovationcu.ca/careers for the full job posting and to submit an application.

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