Business Development – Page 4 – Credit Union Careers

Financial Services Advisor

Financial Services Advisor | Lashburn, Macklin, Maidstone, St. Walburg

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What does a Financial Services Advisor do?
As a Financial Services Advisor (FSA), you work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

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

You’re great at…
• Managing a portfolio of members, partnering with current and potential members to understand their goals and priorities,
• Advising on and delivering a variety of products and services to meet member needs,
• Engaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
• Promoting Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you bring…
• Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience,
• Relationship and business development skills,
• Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired,
• Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca by end of day on Tuesday, October 10, 2023.

There are four opportunities available in Rural Saskatchewan. Please reference the following competition numbers when applying for a specific location:
• Lashburn (Competition #237011)
• Macklin (Competition #237112)
• Maidstone (Competition #237213)
• St. Walburg (Competition #237214)

More details…
• Permanent, full-time. 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside regular hours is required for travel, events, and member meetings.
• Must have access to reliable transportation as the role may provide support to multiple branches.

What do we offer?
• Preferred rates on our products and services
• Benefits and Pension, from day one
• Competitive salary
• Investment in your professional development
• Community involvement

A little more about us…
At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

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

We 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

Director, Rural Tech Activation

Are you looking for an exciting opportunity to move into a new career path? Cornerstone Credit Union’s Board of Directors and Executive Management team sees a unique opportunity for a rural technology hub within our Eastern Saskatchewan market. Specifically, we are looking for someone to focus on the investment in and development of the AgriFoodTech sector.

Join our team, as the Director, Rural Tech Activation, to assist Cornerstone Credit Union in taking a leadership role to lay the foundation to a thriving entrepreneurial eco-system for AgriFoodTech startups and technology skill development. We believe this focus will contribute to the sustainability of our local economies, identify investment opportunities with the potential for a financial return, and to generate additional brand recognition that will grow our Agriculture related market share.

As a key strategic leader, you will collaborate with a multitude of external stakeholders in the region and province to discover opportunities to develop, coordinate and direct business and entrepreneurial activities that support Ag producers, Agribusiness and/or AgriFoodTech initiatives.

The ideal candidate will have post-secondary education in Business or Agri-Business and seven to ten years of experience in a business leader function or an equivalent combination of education and experience with comprehensive understanding of agriculture and agriculture technologies or agriculture marketing and communications. You will have a leg up if you have an MBA. We are looking for someone with experience with start-ups and innovation who enjoys meeting new people and can leverage partnerships to play a leadership role in getting all the players in the eco-system working together in a coordinated way. You are interested in AgTech and can assist clients to connect to the appropriate supports and resources needed to overcome the challenges of implementing technology, helping the farm and business community adopt and adapt to innovative opportunities.

You’ll receive competitive compensation, great group benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. For the right candidate, the opportunity exists for remote work (within Saskatchewan only). This is a term, full-time position with an expected duration of 3 years and regular travel is anticipated.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Take part in this unique opportunity that will have a significant and lasting impact at Cornerstone Credit Union and for the broader communities we serve prosper.

Farm & Business Advisor

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 salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of small market enterprise accounts.

Post-secondary education in Business or a related discipline with at least 2 to 5 years lending or progressive sales and service experience is the minimum requirement for this position, but you’ll have a leg up if you have actual commercial or agricultural lending experience and have managed a diverse portfolio in a farm and business banking environment. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This is an in-scope position and union membership is required.

Choose a rewarding career at Cornerstone Credit Union.

Growth Marketing Specialist

It’s an exciting time to be part of SASCU! Come join a dynamic marketing team set to deliver on a fresh brand purpose that boldly inspires people, communities, and businesses.

Feel good about the work you do and your positive impact on the financial well being of thousands of people throughout the Shuswap. Carry it out among a work culture that is the perfect blend of friendliness, collaboration, and professionalism—plus fun!

As SASCU’s Growth Marketing Specialist, you will be a powerful force in growing SASCU Financial Group’s business lines and brand overall. Using traditional and digital marketing savvy, you will grow our membership and client numbers, strengthen relationships, and enhance financial confidence. Delivering on strategic priorities, you will create high-quality content and effective campaigns promoting SASCU products and services to target audiences. You will advance the value of being part of SASCU.

What you’ll do:

Drive leads and new business – develop and execute campaigns to effectively reach desired target audiences and achieve marketing goals.
Work closely with in-branch teams to execute their role in the campaign and optimize conversion of leads.
Create high-quality content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
Create and manage online advertising.
Lead engagement and development of the Marketing Ambassador team to cultivate the relationships between marketing and branches.

What you’ll bring:

Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
Experience using online platforms and tools to execute digital marketing strategies, grow social media channels, and track engagement.
Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.

You’re perfect for this role if you have:

Superior written and oral communication skills.
Advanced Microsoft Office skills and working knowledge of Google Ads and Analytics.
Attention to detail and high level of accuracy.
A valid driver’s license and access to reliable transportation is required.

We offer:

A competitive base salary plus performance-based incentive pay.
A pension plan with SASCU matching all funds.
Comprehensive group benefits coverage including extended health and dental care, travel insurance, life insurance, and an Employee and Family Assistance Program.
Flexible spending account for health and personal wellness activities and expenses.
Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
Opportunities for career growth, financial aid for training and development, and rewards and recognition.
Waived or reduced banking fees, and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Flexible Work Arrangements:

A regular in-branch presence is required. As such, the successful candidate must reside within a commutable distance of Salmon Arm, BC. Consideration will be given to a hybrid (not full) remote work arrangement after the successful candidate has completed probation.

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Senior Agricultural/Commercial Lender (BRA III)

Diamond North Credit Union is currently recruiting for a Business Relationship Advisor III, to serve our East Region. Please note that this position is regionally based and will require travel.

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.

QUALIFICATIONS

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service. A post-secondary degree in Agriculture or Business will be a valuable asset. A minimum of 7-9 years of job-related experience with a demonstrated track record for success in the implementation and achievement of sales goals.

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

Trust Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

Candidates from all Canadian regions will be considered, with preference given to those able to work out of either Saskatoon, Vancouver or Winnipeg offices. Saskatoon and Vancouver are both located on First Nation lands.

About The Role

The Trust Officer will be accountable for delivering high quality, ethical trust client services to existing and prospective trust clients.

About You

As a Trust Officer, you are a trusted and experienced client services manager. You are responsible for supporting trust client service goals by profitably delivering a best-in-class client experience that reflects the clients’ needs and expectations while complying with policies and procedures. You are also directly involved with the pursuit of new business opportunities within FNB Trust.

You are client-centric and entrepreneurial, with a strong sense of proactivity and effective at building and maintaining deep relationships with clients as well as internal and external partners. You are a proven, highly skilled professional with experience in Trust client services of varying complexity, and within the scope of your role you will need to prepare for and attend client trust meetings in accordance with the terms and conditions of client trust agreements.

Through an intimate understanding of clients’ goals, needs and circumstances, you are responsible for engaging FNB Trust’s team of experts as needed, to deliver on our high quality, ethical client service standards.

You must have:

Undergraduate degree in Commerce or Business Administration and at least three (3) years of relevant experience
Effective at building and maintaining client and team collaboration
Proven ability to manage competing priorities
Strong interpersonal, verbal communication and negotiation skills and professionalism
Deep understanding of the Indigenous trust services and administration landscape and a demonstrated ability to work in an environment that demands tact, objectivity and sensitivity
Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements etc.
Proven ability to execute against financial targets and profitability measures
Strong change management skills and the ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements, etc.
Minimum of 3-5 years of relevant experience
Proven success in Indigenous client relationship management
Travel may be required; possess a Class 5 Driver’s License
Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in either of these opportunities, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the positions are filled.

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

Farm & Business Advisor

Choose a rewarding career at Cornerstone Credit Union.

Member Experience Specialist

Are you looking for an exciting opportunity to move into a new career path? We are looking for a results-oriented individual with excellent communication and leadership skills and who is not afraid to coach, mentor, develop and motivate a team of professionals to become our new Member Experience Specialist.

As the Member Experience Specialist, you will play an integral role in building full financial relationships with our members. You will design, implement, and monitor innovative MemberFirst experience strategies and initiatives that advance member loyalty and advocacy. You will enable and support retail leaders and employees in achieving business results through oversight of the sales performance framework and coaching culture, sales related tracking systems, and provision of sales coaching and skill development. You will monitor sales pipeline and sales activities to ensure effective and proficient use of technology tools by employees, that support member service and ensure seamless delivery between different credit union service channels. You will lead our Customer Relationship Management (CRM) software vendor management, application support, and future development plan to maximize the value of our CRM system. You will participate in and promote programs that enhance business development and our MemberFirst strategy.

Post-secondary education in Business with at least 4 to 6 years of retail leadership experience or sales coaching experience or an equivalent combination is the minimum requirement for this position. You’ll have a leg up if you have certification in coaching, project management or design-thinking. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This position may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

Choose a rewarding career at Cornerstone Credit Union.

Assistant Manager, Business Banking

Do you have the skills to lead and coach direct reports to ensure policies, procedures and programs enhance the quality of the work environment? Do you have a good understanding of business development, small business, commercial, agriculture and advisory services? Are you interested in cultivating a proactive member service culture, growing Westoba’s book of business by providing options to members through all service delivery channels?

If so, look no further, Westoba Credit Union is looking for an Assistant Manager, Business Banking, Brandon MB, just like you!

A day in the life as an Assistant Manager, Business Banking:

You will support the Manager, Business Banking Brandon & Rural by assisting with the execution of strategies created in support of organizational advice and service objectives.
You will have a good understanding of small business, commercial, agriculture and advisory services, and be an inspiring team member who is ready to ensure productivity and quality performance to achieve Westoba’s long-term company vision.
You will collaborate with the Manager, Business Banking Brandon & Rural and with other members of the leadership team to execute strategic plans, policies, and operational procedures.
You will foster and maintain a positive work environment conducive to high performing teams and highly engaged staff.
You will be responsible for a portfolio comprising of a mix of agriculture and commercial accounts.
You will negotiate, structure, and recommend loans for approval to the appropriate approval authorities.
You will Manage portfolios including day-to-day decisions, annual reviews, risk mitigation with a strong emphasis on business development and member retention.
You will evaluate the performance of staff, coach and support individual training and development needs.
You will support and develop new and existing account managers through coaching and hands on training.

What you bring to the table:

Post-secondary education is required, a diploma in Agribusiness / Business Administration / Commerce or similar is preferred.
Three to Five years of commercial, real estate, and/or agriculture banking experience is expected; 1-3 years’ experience in a leadership or mentorship role is preferred.
Proven success in sales and business development
A combination of education and experience may be considered.
A high-energy individual who is self-motivated and who can get things done.

What Westoba has to offer:

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

If this is you, please submit your cover letter and resume by clicking the APPLY button below. If this role is not right for you, referrals are always welcome!

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

Regional Manager – Business Development

The Regional Manager – Business Development works with our rural branch teams to keep us growing. Working in partnership with the branches, you will develop and lead our sales and marketing efforts to grow deposits, loans, wealth opportunities, and sales of ancillary products to help our members succeed. You will be an integral part of leading and inspiring your team in achieving these results.

You are an energetic team leader! Your positive attitude in driving results through others is what motivates you. In this position, you will hold yourself and other leaders accountable in achieving success at our multiple branch locations.

You understand the business plan and develop “the how”: how we will get there. You will enjoy working closely with our Marketing Team to help produce effective campaigns. You will also work closely with our retail teams to determine how to generate new business opportunities, pipeline opportunities, and creating and leading initiatives.

You are a skilled business developer yourself, and you know how to help others excel as business developers. You understand our industry, our products, our services, and our commitment for always doing right by our members. You are passionate about the members we serve! You’re an excellent collaborator – leveraging the strengths and knowledge of others to capitalize on moments of opportunity.

If you are deeply interested in a career with purpose, Synergy offers the opportunity to contribute to both our Credit Union’s and our communities’ success.

Qualifications: Preference is given to candidates with a related degree or diploma and six to eight years business development or related experience in the financial services industry. Additional coursework or training in sales, leadership and supervision are essential. Previous experience leading other leaders is preferred. Strong knowledge and understanding in credit granting associated with consumer, agriculture, and commercial lending is preferred. An equivalent combination of education and experience will be considered.

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #234301 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

Location: Lloydminster, or any of our rural branch locations in Saskatchewan
Hours: 37.5 hours weekly, Permanent full-time
This position will be required to travel and is expected to work with a high degree of flexibility in hours of work and travel. The successful candidate must have access to reliable transportation.

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.

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 28,000 members and have reached over $2.2 billion in assets.

The Location:

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.

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

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