Occupation Types: Deposits

Member Services Representative

Luseland Credit Union is looking for a full-time individual who is able to recognize member needs, promote and cross sell credit union products and services, and has the ability to process a variety of financial transactions.

Luseland Credit Union Limited is committed to providing friendly, quality and professional financial services. Salary will be commensurate with experience, qualifications and competency. LCU has a competitive salary and benefits package including a variable pay and employee loan program.

We appreciate the interest of all applicants; however only those under consideration will be contacted. Applications close Friday, February 28, 2025.

Submit your resume to: Alyssa Underdahl, Office Manager Email: alyssa.underdahl@luselandcu.com

Manager, Deposit Operations

Manager, Deposit Operations – Any Branch location

Closes Monday January 20th, 2025 at 4:00 pm

Do you have a passion for helping people succeed and achieve their goals? If this is you, Cornerstone Credit Union is looking for a highly motivated and exceptional leader to coach, mentor and develop a team of financial professionals to success.

As the Manager, Deposit Operations you will be responsible to oversee and direct the delivery of a full suite of member, deposit and electronic services and ensure compliance with all applicable legislation, regulations, policies and procedures. This role aims to reduce operational risk by effectively communicating relevant issues and solutions to all stakeholders. You will ensure an exceptional member experience by efficiently managing administrative tasks, leading projects, and driving efficiency initiatives, while also contributing to the strategic and operational goals of the credit union.

As Manager, Deposit Operations, you will coach, mentor, develop and motivate a team of Team Leads, Deposit Operations Administrators, and Banking System Application Specialists to meet and exceed member needs while supporting the credit union to achieve goals within all strategic priority areas. You will manage and provide technical direction for the deposit, clearing, and banking system functions within the organization while holding the team accountable to supporting our MemberFirst delivery model and Service Standards.

Post-secondary education in Business or a related discipline with 6 to 8 years of experience including formal leadership is the minimum requirement for this position. Working knowledge of clearing systems, trust registered plan administration, banking system, Automated Teller Machines, investment related products, credit union or other financial institution regulatory requirements, and legislative guidelines are considered advantageous for someone entering this role. You must be comfortable in establishing and evaluating performance standards, making independent decisions and coaching others to solve problems. You will possess strong leadership and interpersonal skills, foster open communication, value opinions and ideas of others and place value on the effect of strong time management, a commitment to excellence and putting our Members First! Cornerstone Credit Union places a strong emphasis on creating a coaching culture, and with this position you will be offered 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. 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 eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

 

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

The Deposit Services Supervisor supports the credit union’s business strategy by supervising and directing the day-to-day activities of the Member Service Representatives to ensure efficient operations and quality member service.

This position will identify training and development needs for all Member Service Representatives.  They are responsible for ensuring that deposit staff are supported and engaged and have access to training and development opportunities.  This position will be responsible for the performance management of Member Services Representatives and collaborate closely with the Office Manager to communicate organizational goals.

The position maintains deposit processes and procedures, so they are compliant with regulation, legislative requirements and consistently applied across the Deposit Services area.  The Deposit Supervisor also provides deposit services to members as required.

KEY RESPONSIBILITY AREAS

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

 Member Service

  • Serve as a role model to the team, by providing and exemplifying superior member service.
  • Responsible to ensure the highest quality of member experience is produced by the frontline team provided through training, coaching and accountability.
  • Resolving more complex problems and member complaints referred by member service staff to ensure the needs of members and the credit union are met; escalate to management as required.
  • Knowledgeable in all areas related to personal banking services and products.
  • Monitor cash flow and maintain adequate levels of cash to meet requirements; shares joint custody of combinations, treasury cash, securities and other negotiable items.
  • Ensure that General Ledger treasury accounts and cash for the department are balanced daily; provide assistance in reconciling variances and initiate corrective action where required to resolve balancing problems.
  • Introduce new or revised procedures relevant to Member Service. Ensure activities conform to policies, procedures, legislation and regulations.
  • Within established limits, provide overrides and maintain department signing authority.
  • Introduces new and revised procedures, policies and regulations; conducts a variety of audit activities to ensure compliance with procedures, policies, and regulations. Identifies potential problems including suspicious transactions and initiates action to rectify the situation and refers more serious concerns to Office Manager.
  • Adhere to security procedures as the relate to the position.

Human Resources and Leadership

  • Professionally train, coach and support team members to ensure maximum quality of service is maintained and staff growth is promoted.
  • Establishes performance standards; evaluates performance of direct reports; identifies training and development needs; recommends to senior staff appropriate action to take regarding staff performance issues; initiates disciplinary procedures as directed; participates in the selection of new member services staff.
  • Organizes, schedules, and monitors deposit service activities to ensure for the provision of maximum service levels and the smooth flow of work
  • Provides input into deposit services goals and plans, aligned to credit union business plans and strategic goals.
  • Ensures effective communication with staff. Works closes with Office Manager to lead and organize regular and ongoing team meetings.
  • Demonstrated leadership throughout the organization, role modeling TCU values.

Maintains Deposit Processes and Procedures

 Provides input into deposit services processes and procedures, making recommendations to improve efficiency and effectiveness. Monitors internal effectiveness and external market and regulations to identify requirements for updates and changes.

  • Maintains deposit procedure and process documentation, and ensures changes are communicated to all staff.
  • Monitors the processing of member transactions and provides overrides, authorizations for cashing cheques over MSR limits; maintains signing authorities.
  • Prepares deposit department reporting for the GM and board, as additional reports assigned by the GM.
  • Works closely with the Office Manager to ensure compliance with all areas of Anti-Money Laundering (AML) and Compliance Legislation is adhered to.

 Sales, Marketing and Promotion

  • Differentiate between credit union and competitor products and services.
  • Foster business development through service excellence, recognizing member needs, product/service knowledge and cross-sell products and services to members.
  • Develop new business opportunities by utilizing the sales and service process.
  • Support promotion of marketing campaigns/plans and provide input into the development and support of the achievement of sales targets; encourage Member Service Representatives to do likewise.
  • Ensure the creation of a warm, safe and receptive atmosphere for members and team members. Maintain an orderly, effective and efficient office and workspace.
  • Provide banking system support to staff in the delivery of products and services to members and potential members.

DECISION MAKING AND FREEDOM TO ACT:

Under general supervision; guided by established standards and procedures.  Work is varied and occasional complex; judgement is required in choosing among a variety of guidelines.

CONTACTS:

  • Members/clients/potential members
  • General Manager & Department Managers
  • other staff
  • Community Groups
  • Audits and Regulatory bodies
  • Consultants, Business Advisors, Suppliers and Vendors

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

Grade 12 diploma plus three – five years of job-related experience, or an equivalent combination of education and experience.

  • Knowledge of credit union products and services.
  • Proven ability to plan, schedule, organize, prioritize and assign workload.
  • Demonstrated ability to lead, coach, and motivate staff.
  • Strong interpersonal skills with an aptitude for teamwork and building relationships.
  • Self-starter with the ability to encourage and motivate others and sound judgment in solving problems.
  • Strong computer skills including office applications, banking and product applications.

 

 Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

 

Manager of Retail Operations


We’re Hiring!

Manager of Retail Operations
Accent Credit Union

Our incumbent in the role of Manager of Retail Operations has decided to pass the torch, and is retiring early in 2025.  As a result, we are inviting you to apply for this exciting employment opportunity!

You will join the Management Team at Accent Credit Union, and will lead a dynamic retail team!  Drawing on your expertise in deposits, risk and compliance you will set strategic direction, and ensure goals are accomplished.  You will report directly to the Chief Executive Officer, and have oversight of all aspects of retail operations.

We are open to discussing the home branch location of the successful candidates choosing.  With that, you will be required to travel regularly to all of our branches to ensure smooth operations and build and foster relationships with your team.

At Accent Credit Union, we take care of our people.  We value you, and back this up by ensuring you receive fair and competitive compensation.  In addition to cash compensation, you will be enrolled in our company group benefit program, where benefits are 100% employer paid.  When you are eligible you will join our pension program, and will have matched contributions of 7%-9% of regular earnings, based on your years of service with Accent Credit Union.  Immediately upon employment, you will be included in our Wellness Program.  We love to celebrate you, and there is no better way to do this than by giving you a ‘Gift’ on your birthday, of the day off – with pay!

It might seem like it can’t get much better, but you will also have access to our employee account benefit.  This includes, staff accounts, employee loan and deposit rates.  We also observe Easter Monday and the National Day of Truth and Reconciliation as statutory holidays.  We have a tiered vacation policy, which allows your vacation entitlement to increase each year when you meet eligibility.

While this competition will remain open until filled, our goal is to have the successful applicant join our team by mid fall.

We are looking forward to meeting you, and we welcome you to call or visit us and ask questions about this opportunity.  We will connect you with Guy Martin, CEO.

Apply in confidence to hr@accentcu.ca

Attn: Lacey Nicholls, Human Resources & Marketing Administrator
Accent Credit Union | Box 520, Quill Lake, SK S0A 3E0 | 306-383-1139

Corporate Operations Manager

About Us

Prairie Pride Credit Union (PPCU) is a leading financial institution dedicated to providing exceptional service and financial solutions to our members.  We pride ourselves on our community-focused approach and are committed to providing the best financial advice to our members and the communities we serve.

Position Overview

We are seeking a dynamic and experience Corporate Operations Manager to join our senior leadership team.  This role is critical in ensuring the efficient and effective operations of our credit union.  The ideal candidate will have a strong background in overall operational management, deposit services, compliance, excellent leadership skills and a passion for driving organizational success.

Primary Purpose

Reporting to the General Manager and as a member of the credit union’s senior leadership team, this position participates in the development of corporate strategies and provides strategic and operational leadership in the areas of Deposit Services, Human Resources, Technology and Marketing. The position is responsible for the adherence to profitability and risk acceptance standards, compliance with sound business practice, applicable regulations, legislation, bylaws, policies and procedures.

Key Responsibilities

  • Manage the overall credit union’s deposit services portfolio and ensure deposit activities are following sound business practices, legislation, regulations and policies and procedures.
  • Oversee the development and maintenance of policies and procedures as it relates to member service, anti-money laundering, fraud and deposit products and services.
  • Develop and implement Human Resources programs to maintain and enhance a positive work environment and ensure the credit union fulfills its responsibility as an employer.
  • Work closely with third party technology providers to ensure the technology is meeting the credit unions needs.
  • Oversee the implementation and evaluation of annual and long-term credit union marketing plan.
  • Lead and oversee a variety of projects aimed at enhancing the member experience and operational capabilities.
  • Ensure compliance with all regulatory requirements and industry standards.

Qualifications

  • Post secondary education in Business Administration, Finance, or a related field.
  • Minimum of 5-7 years of experience at a management level, preferably within the financial service sector.
  • Strong understanding of credit union operations is preferred.
  • Proven leadership and team management skills.
  • Excellent problem-solving and decision-making abilities.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple priorities and projects in a fast-paced environment.

We offer a comprehensive total rewards package, including group benefits, pension contributions and professional development opportunities for career growth.

This is an excellent opportunity for a community-minded individual to be a part of successful and thriving organization.

If you are interested in this position, please submit your cover letter and resume to Laurie Smith at creditunioncareers@outlook.com.

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

Supervisor, Support Services – Deposits Team

Open to any Advice Centre Location in Saskatchewan

Apply by May 12

Annual Salary: $63,560 – $87,395

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Supervisor, Support Services – Deposit Team will be responsible for leading, motivating, and coaching team members in deposit administration; processing, monitoring and completion of documentation as well as providing information to all staff and members on deposit products and procedures. This role is charged with the goal of effectively and efficiently managing the development and direction of the support services team to drive the growth of revenue, technical productivity and promote high quality member satisfaction.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do? 

  • Oversee Investments and Account Documentation processes, ensuring accuracy and compliance with regulatory requirements.
  • Provide Operations Support to the team, resolving complex issues and ensuring smooth workflow.
  • Generate and present detailed reporting on investment operations performance and metrics.
  • Utilize an analytical mindset to identify trends, patterns, and areas for improvement within investment operations.
  • Drive Process Improvements to enhance efficiency and effectiveness, implementing best practices where applicable.
  • Manage and mentor a team of individuals, fostering a culture of continuous learning and development.
  • Ensure governance standards are met within investment operations, adhering to internal policies and external regulations.

Some things that would impress us: 

  • Bachelor’s degree in finance, business administration, or a related field. 5+ years of relevant experience in investment operations or a related field within the financial services industry.
  • Understanding of the regulatory, legislative, and technical environment that impacts the credit union and the financial industry (Credit Union Act; regulations; policies; procedures).
  • In-depth knowledge of investment operations, including investments and account documentation processes.
  • Effective leadership skills, with a strong focus on operations and business processes.
  • Demonstrated experience in people management, with a track record of successfully leading and developing teams.
  • Excellent interpersonal and communication skills.
  • Proven experience in implementing process improvements and driving operational efficiency.
  • Experience in budgeting and resource allocation, with a focus on optimizing staff numbers to meet departmental requirements.

Interested? 

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected. 

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