Business Development – Page 13 – Credit Union Careers

Commercial Agricultural Relationship Manager

The Opportunity

We’re looking for a Commercial Agricultural Relationship Manager 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 leading people and want to help others achieve their financial goals, then look no further!

The successful candidate will be responsible for coaching and managing a team of individuals who build lasting relationships with our Commercial and Agricultural membership. They will provide an exceptional member experience through lending, deposit, and basic investment services. The position works closely with other managers and team members within the credit union to build member relationships that add value and positively contribute to the credit union’s strategic vision.

The Individual

Will be nimble, agile and welcoming to change.

An individual who values continued education and pushes others to grow.
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 post-secondary education plus at least 10 years of experience working in the financial industry or an equivalent combination of education and experience.

Previous management and coaching experience with a proven track record of motivating and developing high performing teams.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Proven track record of developing strong internal and external relationships, both individually and in a team environment.

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.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

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

Are you a self-starter, focused on exceeding sales targets and providing incredible client service? Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia. You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience.
Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution.
Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
Is detail oriented, with strong planning, organizational and time management skills.
Has well developed presentation skills.
Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

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

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

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

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

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Account Officer

Are you seeking an opportunity to expand your career in commercial lending? Does the prospect of building robust relationships with new and existing partners excite you? If you are customer obsessed, results driven and interested in joining a dynamic team, this job is for you!

Join one of Canada’s Best Managed Companies as a Commercial Account Officer and be part of our Commercial Markets team! This exciting position includes managing complex account arrangements with an emphasis on providing daily direct client service. You will be responsible for analysis and preparation of credit applications to enable relationship managers effectively manage client relationships and develop new business. This role deals with commercial and corporate accounts involving credit requirements generally ranging from $500,000 to $20 million or greater.

Supporting the Commercial Markets team, the successful candidate will take an active role in:

Ensuring credit risk is monitored and reported through completion of annual credit reviews of loans acquired from credit unions, other third party sources or direct lending

Ensuring the integrity of loan reporting and compliance with credit terms and conditions through ongoing account monitoring and reporting

Managing documentation and funding for all loan activity
Ensuring that all pre-disbursement conditions have been tracked and satisfied prior to loan disbursements and assist with the requisition of Letters of Credit for Construction projects

As one of Canada’s Best-Managed companies, Concentra prides itself on a culture of client service, innovation, and strong values. With deep roots in the co-operative system, we are proud of our past and excited about our future.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our corporate locations (Regina, Saskatoon, Surrey or Toronto), or from a home office environment.

Qualifications:

4 years financial institution experience required, specifically in the commercial lending environment (real estate properties and construction)
Completion of a diploma, degree or designation in the financial field preferred, or an equivalent combination of education and experience in the financial industry
Ability to problem solve and analyze data with demonstration of attention to detail
Demonstrated organizational and time management skills
Proven self-starter; results-oriented

Position closes on April 16, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal peoples, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Elbow, Loreburn, and Outlook branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

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

Mobile Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU. Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU

Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services
Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience

Pro-actively work to retain and expand existing member relationships while pursuing new sources of business

Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation
Active Mutual Fund License including Labour Sponsored Funds
Industry experience required, with demonstrated ability to gather assets
Advanced member service and sales skills with a strong understanding of the sales process and business development

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

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Beechy and Dinsmore branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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

Mobile Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will provide exceptional support to the team of Relationship Managers within PCCU. Reporting to the Vice President Retail Relationships, the Mobile Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to Relationship Managers, providing training, mentorship, and coverage across PCCU
Build value-based relationships with internal teams and members and identify opportunities for improvements
Provide input on the training, support, and administrative practices to maximize efficiency and ensure exceptional member service

Mentor and guide new staff in achieving the goals of their positions and acquiring the knowledge required to comfortably offer PCCU products and services
Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

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

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

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

Senior Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team, consisting of the Herbert and Morse branches. Reporting to the Vice President Retail Relationships, the Senior 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 oversee the development and 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
Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
Develop and implement 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
Develop, coach, and mentor the Relationship Manager within the region

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
Leadership, management, and supervision at a senior level with proven results
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Well-developed organizational and interpersonal skills

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5624. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

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

Business Account Manager

Northern Savings Credit Union has an opening for a full time Business Account Manager for our Prince Rupert branch.

If you are passionate about improving people’s financial health and have experience with sales and service we’d like to hear from you.

The Business Account Manager is a key position in the branch providing business financial solutions and exemplary member service. This role is the primary point of contact to a portfolio of members whose basic business needs expand both the lending and investment spectrum. The Business Account Manager also demonstrates strong relationship management and business development skills in order to bring new business members to Northern Savings Credit Union.

The Business Account Manager is to demonstrate positive and professional leadership within the Credit Union and externally in the community. The Business Account Manager collaborates with the employees of Business Services to achieve their maximum potential and produce results in the best interest of the credit union while respecting and delivering the needs of members.

Minimum Qualifications:

Education:

Completion of post-secondary education is required.
Completion of sales and service training required.
Completion of business credit lending program is preferred.

Experience:

Previous business lending experience required.
Previous retail lending experience preferred.
Previous financial services experience is required.

Skills:

Business acumen and understanding of demands of running a business.
Demonstrated sales and service skills.
Experience in research and negotiation is an asset.
Expert financial system knowledge and skills required.
Expert knowledge of business lending products and services required.
Ability to prioritize and organize work within time constraints
Ability to communicate and liaise professionally with all members, potential customers and co-workers while maintaining confidentiality.
Excellent written and verbal English communication skills.
Working knowledge, skills and experience in Microsoft Office.

Mobile Mortgage Specialist

MOBILE MORTGAGE SPECIALIST

Permanent Full-Time

Open Until Filled

Regina and Area

Flexible hours, career development opportunities,
exceptional benefits and pension plan, extremely competitive salary!

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’s Responsible Banking!

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

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Mobile Mortgage Specialist does the following:

Promote and maximize the development and growth of residential mortgage portfolio for the Credit Union
Provide residential mortgage products and services to current members and potential members
Partners with the retail team to ensure an exceptional member experience
Initiate initial meeting and introduction with advice centre relationship managers to finalize mortgage documentation and anchor the member relationship
Build and foster relationships with the real estate community
Maintain a professional image within the community

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You have an already proven track record in mortgage lending and are known within the community of Regina
You are outgoing, comfortable with approaching people and/or presenting in front of groups
You are comfortable using and demonstrating technology (online and mobile banking), technology troubleshooting and a proficiency in Microsoft Office Products
You have excellent time management skills

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.