Deposits – Page 5 – Credit Union Careers

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

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 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.

Senior Advisor

This is a great opportunity to build your professional career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor, you will build deep relationships with members by learning what is important to them and then providing customized, advice-driven solutions that will guide them on their financial journey.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, mutual funds, registered products, and term deposits.
Offer personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit cards, and associated insurance products.
Service and manage an assigned portfolio of estate accounts.
Interview loan applicants, analyze credit information, and make recommendations on creditworthiness.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to creating a warm and welcoming environment.

What you’ll bring:

Two years of post-secondary education or equivalent.
4 to 6 years of progressive experience, including cash, investments, and lending services.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly learn SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability, and initiative.

This is a full-time position working 5 days per week within the operating hours of the branch. 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.

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 over $900 million in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Financial Planner

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services.

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance products.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

Completed post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position. It 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.

A bit about SASCU:

Investment Specialist

We are seeking an experienced, full-time Investment Specialist to be based out of our Torquay & Tribune Branches. Reporting to the Manager of Wealth & Investment Services, the Investment Specialist will deliver financial planning and investment solutions to our members, helping to secure their financial future. Responsibilities include meeting with current & potential members to provide investment advice, relationship management, and administering estate accounts. This position will proactively develop and manage a portfolio of member relationships, growing business through providing exceptional member service, ensuring all legislative, compliance and policy guidelines are adhered to. The Investment specialist will cross-sell the full range of credit union products and submit referrals to other departments or specialists as necessary.

Looking to expand your career? We will consider hiring the right candidate for an Investment Specialist Trainee position. An Investment Specialist trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry & credit union system. A Trainee will work with our experienced Investment Team and management to kickstart their career. A trainee will also commit to attaining an approved mutual fund license within a specified time period.

Preferred/Ideal Qualifications:
• 2-4+ years of experience
• 1+ years Post-Secondary Education in related field (a combination of education and experience will be considered)
• Mutual Funds License (or willing to obtain)
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:
Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $465 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Communities:
Radius Credit Union has seven branch locations in Avonlea, Ceylon, Pangman, Ogema, Radville, Torquay and Tribune. We have been serving the area for over 60 years! All branch locations are based in rural southern Saskatchewan Towns and Villages. Each of our communities have varying amenities, recreational facilities and services. With major shopping and service centers within a 1- 1.5 hour drive.

Compensation:
Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before December 24, 2021 via email or mail to:
Radius Credit Union Box 339 Ogema, SK S0C 1Y0 Attn: Michelle Leonard, HR & Marketing Coordinator michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members and identify opportunities to deepen the engagement with the member. Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Senior Client Support Administrator

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-leading financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless clients experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in Ontario, working in a home office environment.

Senior Client Support Administrator (Full-time, Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Sr. Client Support Administrator is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Sr. Client Support Administrator supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages.
Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day August 16, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Manager of Deposit Support

Reporting to the Manager of Retail Administrative Services, this position is responsible for managing the day-to-day operations and activities of the Centralized Deposit Support team. You lead the administration of the deposit side of business and account related services, supporting your team to deliver efficient and accurate deposit taking and ancillary administrative services.

You are a passionate coach and mentor! You are instrumental in motivating your team for success and holding accountability to performance and results. As a leader, you provide timely communication and articulate the vision with your team and throughout Synergy Credit Union, building and cultivating relationships. You collaborate and create an inclusive team environment for fostering continuous growth and development.

In this role, you are also responsible to develop and maintain policies and procedures related to deposit operations and ancillary services and monitor and report on adherence to policies and procedures as part of ongoing quality assurance. You plan, organize and direct projects, and ensure high quality administrative support is provided to all Retail Service Centres of Synergy Credit Union. You manage and resolve technical issues impacting service and support a wide range of supplier/service partner programs by creating exceptional working relationships with our partners. This position also ensures compliance with legislation, regulations, by-laws, standards of sound business practices, policies and procedures.

Qualifications: Preference is given to two year related post-secondary program (Diploma program) with four to six years or related experience. An equivalent combination of education or experience will be considered. Must be a proven leader with excellent communication and interpersonal skills, strong attention to detail and problem-solving skills. The ability to work with various programs, software and technology is required.

Location: Lloydminster, SK

Salary range: $72 900 – $91 200 annually

To Apply: Submit your cover letter and resume before the end of day on August 8^th, to: careers@synergycu.ca. Please quote competition # 213301 in the subject line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

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

www.synergycu.ca

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Financial Planner

This is a great opportunity to join and established and well-respected wealth management team!

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner demonstrates the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services..

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Set and meet sales, growth, and professional development targets.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance products.
Provision of ongoing client service, financial plan review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Support branch initiatives to build membership base, attract new business and have a positive impact on the community.
Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

A post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalent). Additional industry designations or specializations are an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

A bit about SASCU:

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Advisor

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Advisor beginning at our Sicamous Branch, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
Interview loan applicants, analyze their finances, and make recommendations.
Service and manage estate accounts within an assigned portfolio.
Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
Perform front line duties as required.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

What you’ll bring:

One year of post-secondary education.
2-4 years financial services experience with demonstrated sales skills.
A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

You’re perfect for this role if you:

Have demonstrated sales skills – promoting and selling financial products and services
Have strong organizational and time management skills
Are an excellent communicator with strong interpersonal skills
Possess a high level of ownership, accountability, and initiative
Are committed to continuous learning and self-development

This position will be based in the Sicamous Branch for one year. At the end of the year, the Advisor will move to another location within SASCU’s branch network in Salmon Arm, Sicamous, or Sorrento.

This position is full-time, Tuesday to Saturday and working within the operating hours of the branch. 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.

A bit about SASCU:

A note on COVID-19:

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