Business Development – Page 8 – Credit Union Careers

Financial Consultant (Investment Advisor)

**Posting Deadline: Please submit your application by 11:59 PM PST, April 30, 2022**

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Financial Consultant to support our Comox Valley Region, so if you’re passionate about improving people’s financial health and have experience with investment advice, including managing stocks, bonds and/or mutual funds, we’d like to hear from you!

What’s the role?

Reporting to the Manager, Private Wealth Group, with a functional accountability to the Branch Manager, as the Financial Consultant you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the Financial Consultant you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principle duties and responsibilities.

Your duties will include:

Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short and long term goals.
Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

What are we looking for?

You will hold or be eligible to be IIROC licensed as a Registered Representative in the Province of BC within 9 months of start date
You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
a minimum of 5 years’ experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

Ideally, you are a flexible, collaborative team player with:

Working knowledge of various computer software applications including MS Outlook, Word, Excel, and industry specific software; as well as above average organization and computer skills and proven relationship sales ability.
Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Vice President Retail Relationships

Are you a talented, results-driven leader looking to mentor a team committed to delivering an exceptional member experience? Do you have a natural passion for rural Saskatchewan and all that makes it unique? Are you a strategic, big picture thinker who can align strategies with multiple stakeholders in order to achieve corporate goals?

___________________________________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity for the position of Vice President Retail Relationships. Reporting to the Chief Operating Officer, the Vice President Retail Relationships is a key member of the senior leadership team whose passion will be to exceed expected results while fostering an environment of employee engagement. The successful candidate will oversee the team responsible for promoting and maintaining exceptional member relationships, to foster corporate growth in both loans and deposits. He or she will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Build value-based relationships with internal stakeholders to include direct reports, management, and staff
Create an environment which inspires the relationship team and collaborate to develop creative and innovative approaches to achieving results

Empower and encourage direct reports to think outside the box to maximize the overall member service experience
Ensure exceptional member relationships and product and service delivery

Develop and oversee business development, growth, and community engagement strategies
Achieve growth targets as set out by the corporate strategy

Develop, coach, motivate, and mentor the Senior Relationship Managers within PCCU
Assist managers in the development of annual business plan and budgets
Promote the credit union and participate in member and community events
Flexible and/or extended work hours may be required at times, with regular travel to branch locations

Qualifications:

Relevant undergraduate degree, or an equivalent combination of education and work experience
Associate or Fellow of the Credit Union designation would be an asset
Minimum of 5 years’ experience in a leadership position with the demonstrated ability to achieve sales/growth targets
Proven supervision at a senior level with emphasis on sales management, coaching, accountability, and performance management
Exceptionally strong organizational, communication, and interpersonal skills

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Adam Johb, Chief Operating Officer, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before March 11, 2022 to: careers@pccu.ca.

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

Business Advisor

Permanent Full-Time

Open Until Filled

Swift Current & South Region Advice Centres

Annual Salary: $70,529 – $97,958

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: 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 Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
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 they now serve and will serve.
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 are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
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

Branch Manager – Paradise Hill, SK

We are seeking a full-time Branch Manager to inspire our team and customers in Paradise Hill, Saskatchewan.

The job

This position requires a leader with a commitment for coaching and developing their team to support our customers (members) in the achievement of their financial wellness. You must have meaningful insight into the team, the members, and the community. This enables you to anticipate needs, support their requests, connect them with products and services, and influence the future of our Credit Union.

A typical day includes ensuring the Branch is ready to open, reviewing appointments and opportunities with the team, engaging with members virtually or in-person, providing guidance on policy and procedure, and meeting with a team member one-on-one. At the end of the day, you’ll support the closing procedures. This role is always balancing. It takes daily grace to manage operational processes and people.

Each month you will be reviewing accomplishments and outcomes with a look forward to the goals for the next milestone and in support of campaigns. You know Synergy’s purpose and priorities then plan in alignment with them. You share those plans and work collaboratively with the team to achieve these goals.

Ideally, you have a distinct set of skills – in particular, a true professional worthy of the trust and the confidence of everyone you have contact with, when it comes to money, careers, and when life happens. As a trusted leader, you clearly articulate the vision to guide your team and community towards growth.

A Branch Manager is deeply enmeshed in our communities. You actively engage in events and volunteerism and boast high team participation in the same. You will be promoting our Profit Share and Synergy Shares programs, as well as coordinating community donations.

Ideally you possess:

Related post-secondary education preferred
Several years experience in progressively more senior financial services positions
Previous leadership experience is preferred
Experience with financial products and services
A willingness to obtain a Mutual Fund Accreditation, if required.
Strong working knowledge of MS Office and banking tools.

If you don’t identify perfectly with the list above, but are interested, we encourage you to apply. Tell us about what you feel is transferrable or relevant about your experience when you email us your cover letter and resume.

Who we are

We are 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 have purpose beyond banking.

We exist to help our members achieve their financial goals by understanding our members’ need and delivering relevant services in modern, convenient, and secure ways. We empower our members by sharing our knowledge so they can make informed choices, thru each stage of life and life event.

As an employer, our culture, environment, and strategy puts people first. We’re proud to have created a great place to work, learn, and grow a career. You can expect us to provide a safe, healthy, and flexible workplace. This includes, but is not limited to:

Flexibility,
Profit Sharing,
Competitive compensation,
Above average benefits,
Virtual fitness platform,
Virtual health care, and last but not least,
Training, development, mentoring.

This is a branch-based position, meaning the majority of work is required to be performed on-site. While the position is located in Paradise Hill, we will consider applicants from nearby or neighbouring communities. Occasional travel is required to attend meetings, events, or training.

Synergy is way beyond banking. People come first. Join us. We’re ready when you are.

More details:

Hours: 37.5 hours weekly, Full-Time

Salary: $84 000 to $105 000 per annum

To apply:

Submit your cover letter and resume before the end of day on February 27^th to: careers@synergycu.ca.
Please quote Competition# 221901 in the subject line.

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 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

Consumer Advisor

Open to Working Remotely Anywhere in Saskatchewan

Reporting to the VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. A Consumer Advisor does the following:

Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

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.

Manager, Credit Adjudication

Join the Cornerstone Crew!

Manager, Credit Adjudication (Any Branch – Cornerstone Credit Union)

Be Part of Something . . . . .

Cornerstone Credit Union is seeking a highly motivated, risk conscious individual to provide guidance and strong leadership to the Credit Adjudication team!

As the Manager, Credit Adjudication you will be responsible for the management of the credit adjudication function of the credit union. You will monitor lending activities, provide approval for complex files and be responsible to coordinate credit related audit activities. Ensuring quality controls, risk mitigation practices and policies and procedures are in in place and adhered to are critical to your success in this role.

You will manage the development of modeling tools and analytical systems; research, identify and monitor emerging trends with respect to growth, profitability and member behaviors, and analyze and report on information that supports recommendations and decisions.

As a Manager, Credit Adjudication you will provide leadership and direction to your team and build a culture of empowerment and accountability allowing your team to do their very best work.

What We Are Looking For . . . . .

The ideal candidate will have a post-secondary education in finance, commerce or business, plus 5 to 7 years job-related experience, or an equivalent combination of education and experience.

Comprehensive knowledge of credit adjudication, credit risk mitigation, and pricing methodologies is essential. Proven leadership skills including the ability to coach is required and exceptional communication skills and excellent interpersonal skills is necessary in this position.

A commitment to continuous learning and development is an important part of being on our team.

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.

The opportunity to be 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.

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s top Employers for 5 consecutive years. We serve 35,000 members, employ 280 people and manage assets over $2 billion. In keeping with Cornerstone Credit Union’s distributed leadership model, this position could be located in any of Cornerstone Credit Union’s locations, working remotely maybe an option, considering the organization’s need and the successful candidate’s wishes. Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

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/194971-37571.html

Manager of Lending Services

Manager of Lending Services
Permanent Full Time
Accent Credit Union

The Lending Services Team at Accent Credit Union serves our members both in branch and from a distance. The ever-growing lending portfolio includes consumer, agriculture, and commercial files. We pride ourselves in providing a member experience that is second to none, leading to satisfied, loyal members. We are competitive in the market, and trust-worthy. In a world of change, we embrace it, and strive to offer convenience, and simplicity for our members in the form of the latest technology, enhancing our ability to offer a fully electronic lending experience.

Your current experience in a leadership, or senior lender role has prepared you for this employment opportunity. You are committed to life-long learning, and you have a desire to learn and grow with your team. Not only do you encourage staff development, but you are a champion of this important leadership competency, preparing your team members for their own career growth. You are able to adapt to each of your subordinate’s needs, and you will modify your approach and their learning plans to ensure their success. Afterall, as your team grows, the credit union will too!

You have an in-depth understanding of lending practices and procedures. The ideal candidate will have many years of service in the credit union system or financial services industry, and a minimum of seven to ten years of job related experience. You have an appetite for risk, and know when to take the risk, and when to shy away from it. You will be responsible to mitigate risk of default. When required you will initiate action to collect on delinquent loans, as necessary. Working closely with the Manager of Lending Administration, you will ensure all loans are in compliance with sound business practice, legislation, regulations, and policies and procedures.

Building relationships is important. In fact, it is essential to our business! Another key part of the Manager role is to foster new relationships and grow new business. You are not afraid to pick up the phone and call a potential member. You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship. When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Quill Lake Branch. You will be required to travel to our other branches, on a regular basis. You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications

· University Degree or Professional Designation	· Working knowledge of computer systems
· Seven – Ten Years of job-related experience	· Credit Union experience considered an asset
· Bondable	· Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen. We are a financially strong organization with assets of over $270 million, and we continue to grow! We are dedicated to our members, and our communities. We respect our people and their contribution to our success. We encourage employee involvement and participation. We reward our people for their teamwork and for achieving objectives. Compensation is competitive and will be based upon qualifications and experience. Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Qualified applicants are invited to submit their resume and cover letter in confidence by February 28, 2022, to:
Guy Martin, Chief Executive Officer | Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0
hr@accentcu.ca
We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

VP Fintech Partnership Development

Permanent Full Time
Closes February 10
Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $127,360 to $159,201

Are you looking to join a growing organization in a newly-created role where you can actually make an impact on the business? As the VP Fintech Partnership Development, you’ll lead the generation of fintech collaboration opportunities that align with Innovation Credit Union’s products, markets, and technology. In addition to joining our amazing senior leadership team, you’ll also have strong work-life integration, a flexible schedule, and the security of a career path supported by your organization!

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: Reporting to the Chief Retail & Operating Officer, the VP Fintech Partnership Development will capture opportunities with fintech partners and create value by innovating products and services that customers from a broad group of segments can benefit from. This will be achieved through oversight, leadership and execution, supporting partner identification, screening, and onboarding. This role will monitor market intelligence for fintech’s to stay on top of the changing landscape in opening banking, emerging technologies and innovation.

The VP Fintech Partnership Development does the following:

Support the Executive Leadership Team (ELT) in ongoing partner identification, onboarding, and relationship management with the objective of increasing efficiency in onboarding partners that support our strategic objectives
Act as a liaison with partners to address and resolve partner concerns and performance issues
Manage relationships with partners to increase profitable revenue (ROI), improve member service and enable employees to deliver results
Manage and report on the funnel of potential partners and existing relationships
Contribute to completion of partner and 360 degree self-assessments as part of periodic (annual) partner reviews
Maintain awareness and understanding of legislative and regulatory requirements for financial services, including open banking, blockchain, cyber security, fraud, OSFI B10 Outsourcing guidelines, privacy and data standards
Represent Innovation Credit Union at national, regional, and virtual events

Why Should You Apply?

You are a business-savvy leader who loves to network and create mutually-beneficial, collaborative relationships
You have at least 7 years’ experience with related product or business development experience in payments, financial services, commercial mid-market or fintech industries
You have completed a business, technology or software engineering degree, or an equivalent program
You have advanced understanding and experience of digital banking business models and platform strategy execution
You have a strong track record of planning, managing, and closing a complex, competitive sales effort and managing deals from negotiation, to closing and through delivery

Chief Operating Officer

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity available for the position of Chief Operating Officer. Reporting to the CEO, the Chief Operating Officer is a key member of the executive leadership team and is responsible for all retail-related functions including Advisory Services, Retail Deposits, Retail Credit, Retail Support, and Corporate Credit. The successful candidate will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Promote and support a relationship-based service environment by delivering sound advice that benefits both members and the credit union

Participate in the development, implementation, and achievement of corporate strategy

Provide oversight in the credit portfolio, approval process and loan administration
Lead merger activities and special projects in support of strategic initiatives

Provide leadership in the development and monitoring of annual operating plans and budgets, and transfer of such to division managers
Promote the credit union, participate in member and community events, and support community economic development initiatives
Ensure compliance with all federal and provincial legislative requirements
Oversee the development of policy and procedures in accordance with PCCU established guidelines
Coach, develop, mentor, and motivate direct reports

Qualifications:

Relevant degree, Associate of the Credit Union, or a combination of education and experience in the financial services industry (preferably credit union) with a minimum of 10 years industry experience
Demonstrated analytical abilities and operational knowledge with a sound understanding of retail operations and the sales process
Proven leadership and management at a senior level with escalating responsibilities and strategic involvement
Ability to lead, develop, and implement sales and service initiatives with a proven background in achieving sales/growth targets
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship and team building

For additional information on this opportunity, please contact Blair Wingert, Chief Operating Officer at 306-882-5562. To apply, please submit an electronic copy of your cover letter and resume by 5:00pm on Friday, January 14, 2022, to: Blair.Wingert@pccu.ca.

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

Business Advisors

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)

A Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
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 they now serve and will serve.
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 are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
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

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.