Occupation Types: Business Development

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

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.

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.

Assistant Branch Manager

Company: Sunshine Coast Credit Union

Job Type: Full Time

 

ASSISTANT BRANCH MANAGER  

Calling all Member Centric Leaders!

We have an exciting opportunity for someone to work closely with our membership and branch team, by offering exceptional business development and coaching to our advisory employees growing advisor ability to offer sound advice, provide financial solutions and build long-term relationships.

 

We offer a highly-competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

The Assistant Branch Manager (ABM) contributes to enriching member’s lives by championing advisory service and focusing on a high level of member satisfaction in conjunction with increasing community connections, business networks and overall branch performance. This role provides proactive advisory service and financial solutions to members within the branch environment. This position supports branch leadership in managing the daily operational and administrative requirements of the branch including managing staffing needs and providing supervision and coaching to assigned staff. This position acts as a change agent to support and implement business initiatives in the workplace. The ABM is responsible for in- branch training, motivation, sales and service, as well as guidance of staff to ensure the delivery of proactive, quality service to members. This position identifies marketing opportunities, builds community relationships and executes plans to achieve results while remaining aware of the competitive and economic climate and providing input into pricing, products and branch planning.

 

What Does the Ideal Candidate Bring?

In addition to formal post-secondary education and financial industry experience, we are looking for an individual who would like to continue their Advisory Services career. Someone who has superior communication and coaching ability, time management, prioritizing skills and is self-motivated to build and grow the membership of the credit union. The successful incumbent will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $700 million, serving 17,000 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.

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

Financial Services Relationship Manager

Create your future here.

You might say we have a healthy obsession with finding new ways to create value for our members. Helping them achieve their financial goals is what gets us out of bed in the morning.

Along with plenty of caffeine, what fuels us is getting to work with some of the brightest and nicest folks around. And we are energized by the exciting changes ahead.

We need to expand our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.

 

The Role: Financial Services Relationship Manager, Regina

Are you….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
  • A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

 

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Managing a growing portfolio of relationships
  • Providing a holistic approach to services
  • Developing business through community involvement and networking opportunities
  • Providing lending products including personal and mortgage loans
  • Providing deposit products such as GIC and RRSP
  • Positively influencing member acceptance of a technology driven approach to banking services
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us! 

 The deadline for this career opportunity is Monday, April 5, 2021.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

PO Box 5050

Saskatoon SK  S7K 4E3

Email:  hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com

Senior Agricultural/Commercial Lender (BRA III)

Diamond North Credit Union is currently recruiting for a Senior Agricultural/Commercial Lender for the position of Business Relationship Advisor III.

The Business Relationship Advisor III is accountable for the growth, development, and oversight of the lending and financial needs of a number of relationship managed members. This portfolio consists primarily of a variety of agriculture and commercial members whose needs are complex and require innovative and creative solutions to support their operations. The Business Relationship Advisor III’s primary accountability is to generate growth through the acquisition of new members, deepen member relationships, and to know the agriculture and commercial market to develop new and valuable opportunities for the Credit Union. Finally, the Business Relationship Advisor III will deliver results through partnership with a variety of Credit Union departments and partners by maintaining referral relationships with personal, commercial, and wealth partners when broader or more complex financial needs are required. Given that the Business Relationship Manager III’s members reside and operate throughout the Credit Union’s region, travel is a definite requirement.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to humanresources@diamondnorthcu.com no later than 12pm on Friday, April 2, 2021. We thank everyone for their interest, however, only those selected for an interview will be contacted.

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