Executive – Page 4 – Credit Union Careers

Vice President Member Experience

Vice President-Member Experience

Valley Credit Union, Nova Scotia, is a full-service financial institution with 7 branch locations, 55 employees, and over $ 220 Million in assets. Located in Nova Scotia, within the Beautiful Annapolis Valley. Valley Credit Union has an immediate need for Full Time Vice President of Member Experience. The position will be based out of Valley Credit Union’s Head Office located in Cambridge N.S.

Position Summary:

Reporting to the President and CEO, the Vice-President, Member Experience is responsible for providing executive-level strategic leadership and direction, as well as being accountable for development and prudent management of the credit union’s lending portfolio. The incumbent plans, directs and controls the lending activities including account administration, credit extension, and business development functions in accordance with established policies, procedures, and regulatory requirements.

Key Responsibilities:

Plans, organizes and directs the asset quality control including, but not limited to, Line of Credit limits; delinquency control; loan loss exposure reduction procedures, and transactional and 3^rd party risk. Oversees the completion of credit related reports and ensures quality of applications and documentation.
Supervises and coordinates the work of the Regional Manager, Member Experience; Manager, Credit Risk; the Senior Commercial Relationship Manager, and the Marketing Manager. Responsibilities include strategic planning, assigning, and directing work; providing ongoing coaching to reinforce positive behaviours and address performance issues as they arise; conducting performance reviews; addressing complaints and resolving problems. Recommends various personnel actions including, but not limited to, rewarding, promoting, re-assigning, discipline or termination.
Develops, recommends, implements, and monitors loan approval procedures including approval of loans, mortgages, and credit lines; establishment of approval limits for lending personnel; reviewing approved loans for quality and adherence to policy; addressing areas of concern; taking corrective action on potentially deteriorating situations.
Supervises the activities of the commercial lending function including mentoring senior staff, providing guidance on complex files and key relationships, and engaging with AC Lending Services and CUDIC when necessary. Periodically reviews approved/advanced loans to ensure risk and pricing are appropriate and that adequate security is place and is properly registered and documented
Coordinates the creation and implementation of Branch Business Plans. Monitors branch progress against established objectives. Provides ongoing feedback, recommendations, recognition as appropriate and develops and implements corrective measures as required.
Monitors credit union procedures and results in the lending services area and initiatives and/or recommends improvements to advance efficiencies and effectiveness.
Attends/delegates attendance at Credit Committee meetings and follows-up on items arising from the meetings.
Promotes the credit union’s image in the community through attendance and participation in community organizations and events. Makes public presentations at events such as schools, colleges, universities, local service groups, job fairs, etc.
Provides substantive input on the operating budget annually and is responsible for ensuring that the required sales and relationship activities required to achieve it are in place. Monitors results and takes corrective action as appropriate.
Acts as back-up to the President and CEO in his/her absence, excluding matters of finance and operations.

Adhere strictly to Anti-Money Laundering and Terrorism Financing (AMLTF) compliance

Completes other projects and duties as assigned.

Qualifications and Experience:

The Vice President, Member Experience have successfully completed a Bachelor’s degree with an emphasis in Business or Commerce plus have six to nine years senior management experience in a financial institution with knowledge of Retail and Commercial Lending, or equivalent combination of training and experience. Must have strong leadership experience.

We Offer:

Outstanding culture and opportunity to join an engaged and community-focused team.
Tuition reimbursement, training, and personal development.
Competitive compensation and benefits with performance-based initiatives.
Generous benefit package including Flexible Health and Dental Plan (paid 100% by employer), sick time, personal days and up to 6% contribution with employer match in a Defined Contribution Pension Plan.
Additional employee perks including but not limited to: Wellness Credit and reduced rates on employee loans/mortgages and no service fee banking.

If you are interested in joining a Team that believes in going the extra mile, please submit your cover letter and resume outlining your qualifications to, Nicole Trentelman, at ntrentelman@valleycreditunion.com quoting job number VCU-VP-2022

All offers of employment are condition upon the acceptance of an Individual Fidelity Bond Application, which includes a criminal records and credit checks.

Valley Credit Union is an equal opportunity employer, who embraces diversity, all persons regardless of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/ or expression, are encouraged to apply. This opportunity is available for candidates legally entitled to work in Canada.

Applications will be accepted until the position is filled, only those selected for an interview will be contacted.

Vice President of Human Resources

The Opportunity

If you are a Human Resource professional looking for an opportunity to play a key leadership role in a progressive and growing organization and you have a passion for supporting and developing people, this is a role for you to consider.

As a member of the executive management team, you will be an active champion and voice of the culture and values of Weyburn Credit Union . You will be responsible for overseeing and assisting in the day-to-day administration and delivery of human resources programs and services to WCU’s employees. This includes recruitment, facilitation, employee engagement, employee relations, labor laws and legal compliance, change management, compensation, and benefits administration. You will be collaborating with other members of the HR team to support your fellow colleagues and meet the Credit Union’s strategic initiatives.

The Individual

The ideal candidate will:

Be a functional expert in human resources that is adaptable and flexible, and able to lead in a dynamic environment.
Be a key thought leader, who is innovative, solutions focused and be comfortable leading individuals and teams.
Have a reputation for openness, honesty, integrity and trustworthiness.
Have a leadership and management style that is positive, collaborative, consultative, honest, participatory, respectful and empowering
Be someone who values giving back to their community.

Qualifications

Bachelor’s degree in Business or Human Resources plus a minimum 8 years of progressive Human Resources leadership experience including 2 years in a senior HR Generalist or HR Manager role.
CPHR designation is desired.
Applied knowledge of the principles and methods of managing organizational change, and organizational development.
Strong personal ‘hands on’ leadership and management skills, with an exceptional ability to build and mentor strong teams, and to motivate and encourage continuous learning.
Strong communication and relationship-building skills with all levels of employees and management
Strong leadership skills, including the ability to collaborate closely with the leadership team, achieve results and change established systems
Demonstrated experience in applying creative solutions to address HR challenges while supporting the organization’s objectives
Effective written and verbal communication skills and strong ability to build relationships
Strong business acumen, judgment and decision making

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Generous paid time off including personal time, study time and vacation accrual.
Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

Check out our website to learn more about Weyburn Credit Union

https://weyburncu.ca

Check out the City of Weyburn website to learn more about our community

https://weyburn.ca

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to nicole@knahr.ca

The closing date for applications is October 7, 2022. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Chief Retail and Business Officer

Chief Retail and Business Officer

BlueShore Financial is a boutique financial institution, helping our clients improve their financial well-being with a full range of personal and business banking, wealth management, insurance and commercial lending solutions. Serving clients from our Financial Spa® branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer $7 billion in assets under administration and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. Our combination of customized solutions, expert advisors and dedication to long-term client relationships foster an environment of financial wellness for the communities we serve. We have an exciting job opportunity to lead BlueShore’s evolving client strategy as the Chief Retail and Business Officer (CRBO).

Reporting to the CEO, this position provides overall leadership and input to strategy, vision and future business direction as a member of the Executive Leadership Team (ELT). The primary accountability of this role is to oversee all retail branches including business, call centre operations and wealth management to support the client experience and the attainment of corporate goals. The CRBO liaises closely with information technology and marketing & communications to identify high impact opportunities for the client experience through digital and channel transformation complementary to the branch experience.

Our ideal candidate will have a diverse range of business competencies at the executive level and be an agile life-long learner who thrives in an ever-changing financial services environment.

Employee Type: Full Time

Closing Date: August 9, 2022

Job Category: Executive Leadership Team

Location: BlueShore Financial Head Office – North Vancouver

Key responsibilities of this role are:

Strategic Leadership:

Develops and leads the execution of long term business strategies, considering corporate goals, complex external factors, client and employee engagement, risk assessment, and evolving regulatory and legal requirements.
Participates as an active member of the Executive Leadership Team by contributing to enterprise wide and departmental strategies, adding value from a strategic client perspective while maintaining an enterprise-wide view.
Oversees client-facing departments and branches consisting of over 225 employees, serving 40,000 clients, and is accountable for the structure, hiring, training and capacity of the banking team.
Identifies and leads the client engagement strategies to advance BlueShore Financial’s vision and goals, including identifying high impact opportunities for digital and channel transformation.
Monitors, recommends actions and/or maintains profit and loss responsibility.
Advises ELT and the Board of key client risks, opportunities and mitigation strategies involved in setting corporate strategy.
Accountable for compliance with audit and security standards, policies and procedures across the retail network. Maintains loan and investment quality in conjunction with credit approval.
Identifies, interprets and leads the change initiatives, employing and implementing best practices and project leadership / sponsorship techniques.
Proactively coaches direct reports to assist them in achieving career success and growth; provides development opportunities through access to learning sessions, internal and external training, and education. Ensures each employee has a learning plan in place and results are achieved.
Leads by example through actions consistent with BlueShore’s leadership competencies such as agility, strategic thinking, emotional intelligence and people development.

Analytics:

Oversees the development of methodologies to interpret client data, measure opportunities and risks, and provide quantitative and qualitative analysis to business and executive teams.
Leverages tools that identify, align, and build on BlueShore Financial’s client engagement capabilities in order to protect BlueShore Financial’s interests and brand.
Shares results of analyses with others across BlueShore to enable data-driven decision making and support the BlueShore Financial Digital Strategy.

Knowledge:

Maintains a thorough knowledge of BlueShore Financial products, services, policies and procedures as it pertains to branch/business unit operations.
Maintains a solid knowledge of the latest industry trends and best practices, ensuring optimal performance of the Business, Retail and Wealth departments, which in turn influences various departments and business overall.
Plays an active role as a participant and thought leader in industry events, seminars, interviews and workshops.
In partnership with the CRO, monitors federal and provincial legislations in addition to evolving legal requirements. Ensures compliance with applicable provincial and federal regulations, disclosure requirements, and Market Code of Conduct.
Ensures alignment of current industry trends with strategic direction of the organization and by providing insights and oversight in the spirit continuous improvement.

Qualifications and Experience

10+ years directly related leadership experience in the financial services industry
(minimum of 5 years at the strategic level)
Successful experience working with Boards of Directors and Board Committees
University degree or related diploma, graduate degree preferred
Certified Financial Planning Certification preferred
Partners, Directors and Officers (PDO) or similar securities education preferred
Proven experience in advisory services for retail and commercial lending, deposits, and investments
Strong relationship management and advocacy skills
Proven leadership skills and ability to influence at all levels of the organization
Experience in large scale change management
Superior communication, interpersonal and presentation skills
Strategic vision and thinking; strong capacity for strategic analysis

What can BlueShore Financial can do for you?

Opportunity to lead a unique and differentiated client proposition offer in the credit union industry.
Competitive compensation including an executive bonus program which pays a variable cash reward recognizing short and long term incentives.
Comprehensive Total Rewards including pension, flexible benefits, wellness programs, hybrid work, and social/community engagement opportunities.
Opportunity to be a key contributor and leader in a world class, award winning organization.

What BlueShore Financial needs from you:

Proven depth of experience in financial services at the executive level.
Thrives in a dynamically changing environment.
Demonstrated lifelong learner.
Engages and inspires others with purpose.
Accountability in all directions.
Fosters inclusiveness.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national accolades for our progressive practices.

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But, it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We’ve received numerous Kincentric “Best Employer in Canada” awards and have been inducted into Waterstone Human Capital’s “Canada’s Most Admired Corporate Cultures” Hall of Fame.

Chief Risk Officer

*Posting Deadline: Please submit your application by 11:59 PM PST, July 6, 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 need a Chief Risk Officer so if you’re looking for an executive leadership opportunity and are passionate about organizational risk and strategic operations, we want to hear from you!

What’s the role?

As the Chief Risk Officer, you have advanced knowledge of credit and risk knowledge and methodologies; superior knowledge and experience pertaining to legal terminology, contracts, releases, and documentation; and have advanced understanding of credit union operations, principles, and values. You are responsible to develop and oversee the strategic direction of the credit union’s organizational risk, while providing leadership, management, and execution of strategy. Furthermore, as the Chief Risk Officer you are responsible for development oversight and continuous improvement of the organization’s three lines of risk defense.

This opportunity offers the ability to work remotely from anywhere in British Columbia.

What are we looking for?

Post-secondary business degree or diploma.
A risk management credential designation (such as CRM-E, FRM or CRMP) and/or equivalent combination of experience and education is an asset.
An MBA or CPA is an asset.

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

Minimum 5 years of senior financial management, risk, or audit experience in a financial institution.
Minimum 7 years related experience in compliance, risk management and credit with an in-depth knowledge of lending, credit, and collections.
Minimum 10 years of progressive experience managing in a financial service environment, successfully developing and managing people and business development.
Knowledge of all applicable regulations.
Advanced knowledge of credit & risk management and methodologies.
Advanced understanding of credit union operations, principles, and values.
Superior knowledge and experience pertaining to legal terminology, contracts, releases, and documentation.
Proven experience in facilitating and leading of groups and/or teams of executive level positions.
Knowledge and experience of the functional and legal requirements of the Credit Union and its subsidiaries would be an asset.

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

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

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 centers, 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.

Chief Financial & Risk Officer

Are you a born numbers person who also likes to mitigate risk? Are you a visionary and future-focused leader, analytical thinker, and effective decision maker? We are looking for someone who is enthusiastic and wants to provide leadership that will make a meaningful impact on our members, employees, and organization.

Current Opportunity:

Radius Credit Union is currently seeking to fill the position of Chief Financial & Risk Officer (CFO/CRO). This position will be a full time, permanent position. Location of employment is flexible and depending on the candidate may be based out of any Radius Credit Union branch or a remote location.

Job Profile:

Radius Credit Union is looking for a strategic thinker to join their Executive Management Team in leading the finance and risk for the organization.

The ideal candidate brings progressive experience in a senior management role ideally gained in the financial services industry. The preferred candidate is a true collaborator who brings outstanding relationship skills such that they are viewed as a trusted advisor throughout the organization.

Reporting to the CEO, the Chief Finance and Risk Officer will develop and implement corporate policies with respect to finance, capital and liquidity management. The CFO/CRO will also manage, direct and monitor the risk (credit, interest rates, liquidity, operations) of the credit union. To add a little fun to the position, the successful candidate will also oversee the organizational technology plan and projects and ensure all regulatory compliance practices are in place.

The successful candidate will be creative, energetic, and have proven business development abilities, financial acumen and a strong commitment to service and clear understanding of the competitive environment. Communicating and engaging with various teams will be essential to the success of this position. The Executive Management Team is responsible for leadership and championing the corporate culture.

The Credit Union/Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $500 million and nearly 50 employees serving over 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. Our organization has branches in Avonlea, Ceylon, Ogema, Pangman, Radville, Torquay and Tribune.

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, critical illness and life/disability insurance.

Recruitment and selection process for this position will begin immediately, with the position to be filled prior to the end of 2022. If you are interested in becoming a part of our team please submit your resume, in confidence, at your earliest convenience via email or mail to:

Radius Credit Union

PO Box 339

Ogema, SK S0C1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator

michelle.leonard@radiuscu.com

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

Chief Executive Officer (CEO) – CONEXUS CREDIT UNION

Conexus Credit Union

Chief Executive Officer

Reporting to the Board of Directors, the CEO provides vision, leadership and direction to the credit union and its subsidiary companies toward delivering on Conexus’ purpose – to improve the financial well-being of our members and communities. The CEO has overall management responsibility for all operations, policy development and implementation, compliance, and strategic and business planning. The CEO is responsible for performance and integration of all aspects of the business within the boundaries of sound business practices as designed by the regulators and champions a corporate culture defined by the corporate values: Be Authentic, Be Bold & Creative, Be Responsible.

The CEO will provide visionary leadership and direction to the credit union in developing, planning, and implementing corporate goals and objectives, long-term future plans and annual operational plans. Focusing both inward and outward, they will provide leadership in development of future-focused products, services and initiatives and will build relationships within the national credit union system that further the strategy and success of Conexus.

The CEO will attract, coach, develop, retain, and motivate a strong, high-performing executive leadership team. They will model and facilitate a sales and service delivery culture that reflects trends and meets the current and future needs of members. Within the organization, they will promote an environment of trust and respect between and among staff, management, members, board and community. As an ambassador of Conexus, the CEO will represent the credit union with members, within the community, within the Saskatchewan and National credit union systems, and with government and regulatory entities.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/conexus-credit-union-chief-executive-officer/

Chief Financial Officer – connectFirst Credit Union

connectFirst Credit Union

Chief Financial Officer (CFO)

The CFO is responsible for developing and overseeing the execution of the organization’s financial strategies and ensuring internal controls are in place to effectively manage its assets and revenues. The role involves proactive leadership to help the organization achieve sound decision-making related to investments and the deployment of capital and to create the proper balance between risk and reward to achieve optimum return on capital.

This position is part of the Senior Management Team (SMT) and is responsible for collaborating with the other members of the SMT in delivering and achieving overall corporate results under the direction of the CEO. The SMT is also responsible for leadership and championing the corporate culture.

As a visionary and future-focused leader, the CFO will actively expand information sharing opportunities across functions within the organization. They will promote improvements to existing budgeting processes, reporting packages, performance dashboards and provide insightful analytics to support decision making. This will include working closely with their peers to develop best-in-class data governance strategies.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/connectfirst-credit-union-chief-financial-officer/

Note: Applicants will be redirected to https://leadersinternational.com/connectfirst-credit-union-chief-financial-officer/ to apply.

AVP Commercial Services

Posting Deadline: Please submit your application by 11:59 PM PST, May 6, 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 an AVP, Commercial Services to oversee the operations and strategic direction for all areas of responsibility. If you are looking for a leadership opportunity with a growing team and have strong commercial experience, we’d like to hear from you!

What’s the role?

As the AVP, Commercial Services, you are responsible to provide input into oversight and focus the strategic direction for the Commercial Services Division, while assisting the VP Commercial Services with providing leadership, sales management and coaching, and support to the Regional Managers in all aspects. This includes regional operations, sales and service initiatives, strategic direction, member service and employee relations. You will provide strategic input to the VP Commercial Services in the delivery of sales and service initiatives. In addition, this position is accountable for the achievement of financial goals and targets for the Commercial Services Division, and guiding the Regional Managers to develop supporting plans that drive growth levels that meet or exceed individual Business Centre targets by focusing on high levels of member satisfaction, employee engagement, succession planning initiatives, increasing community connections, business networks, creating opportunities to gain efficiency using shared resources of the region, and overall regional performance.

Your duties will include:

Participate in the development of corporate strategies, initiatives and policies and identify short and long term goals and objectives for the region.
Accountable for the overall leadership, supervision, coaching, and development of the Regional Managers and teams for the Division.
Provides effective guidance to the Regional management group by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
Responsible and accountable for the development and implementation of the annual AOPB and budget for the regional area with clearly defined annual objectives that drive member, relationship and revenue growth.
Responsible for contributing to the development of a workforce strategy inclusive of performance management, employee engagement, succession planning, and retention of talent for the region.
Responsible for providing guidance on the development and maintenance of an engaged employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

Superior knowledge of business lending, deposit policies, practices, procedures and general Business Centre operations.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Advanced understanding of credit union operations, principles, and values.

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

Minimum ten years of experience managing a financial service environment: managing a diversified loan and deposit portfolio, successfully developing and managing people, business development.
Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring –a minimum of 4 years of full-time study or equivalent.
Advanced degree preferred.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Generous employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

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 of Training & Employee Development

The Position:

The Vice President of Training & Employee Development designs and delivers workshops, conferences, and other educational presentations on a wide variety of corporate subjects. The purpose of such training is to provide both employees and members with a thorough understanding of Credit Union products and services and their functionality and application. To achieve this end, the Vice President of Training is also responsible for researching materials in preparation for workshop creation, as well as the management of subject matter and course materials.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers

The Person:

Post-Secondary education an asset.
5-10 years of experience in the Financial Services Industry considered an asset.
Direct experience assessing training needs, creating training materials to fulfill those needs, and then delivering the training.
Strong interpersonal and communications skills.
Overall knowledge of banking system, company products and ancillary products.
Advanced knowledge of credit union operations required.
10 years of progressively responsible experience with at least 5 years in management.

Compensation:

Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Senior Manager of Accounting and Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Chief Data & Operations Officer

About Affinity Credit Union

We’re a Saskatchewan-born, values-based, co-operative financial institution owned by our members, for our members. Our profits live in Saskatchewan (and so do we) and our advisors are part of the communities we serve and understand local needs.

We employ a professional workforce of about 800 and are 100% member owned. By choosing to bank with Affinity, our members know that every dollar they deposit is reinvested and circulated back into our local communities through loans to other members. We put people before profit and as such work together to build a better world for everyone, every day. We have the largest branch network in Saskatchewan with 56 locations in 47 communities, manage $8.5 billion in assets and are the 10^th largest credit union in Canada.

Our Commitment to Truth and Reconciliation

With locations disbursed throughout Saskatchewan, we acknowledge our workplaces are located on treaty territories, the traditional homeland of the Cree, Dene, Lakota, Nakota, Dakota, Saulteaux and the Métis Nation the stewards of this land for generations and acknowledge this land as providing for other Indigenous nations that moved through here as well.

Affinity’s Organizational Values

Open – Accepting, Fair, Flexible, Transparent

Honest – Accountable, Ethical, Honorable, Trustworthy

Inclusive – Collaborative, Cooperative, Respectful, Supportive

Committed – Engaged, Passionate, United, Willing

Diversity, Equity and Inclusion

As a values-based organization, Affinity is guided by the principles of diversity, equity and inclusion. These principles drive the decision-making process, creating opportunities to live our vision of building a better world. Diversity and inclusion are the cornerstone of the organizations culture.

We encourage and welcome all applications from Indigenous persons, racially visible persons, persons with a disability, women, and persons of a minority sexual orientation and/or gender identity, and all candidates who would contribute to the diversity of our organization.

For more information, please visit: www.affinitycu.ca.

The Opportunity, Chief Data & Operations Officer

Reporting to the CEO, the Chief Data & Operations Officer role is a key member of the Executive Leadership Team at Affinity, responsible for data governance, process improvement, enterprise platform optimization, enterprise project execution and leading the Operations function. This role focuses on enhancing member and employee experiences through enabling frictionless touchpoints. The role will work with senior leaders to deliver on strategic projects, initiatives, and innovative business and functional strategies, including those relative to data governance and stewardship. The role is also responsible to collaborate with executive and senior leadership to oversee the design, integration and execution of operational solutions that deliver efficiency and effectiveness to a remarkable member experience.

In this role, you’ll be responsible for driving operational effectiveness by ensuring efficient processes that are streamlined, optimized and technology enabled. You’re accountable for lending, deposit and estate administration as well as collections and loan rehabilitation to ensure the accurate recording, facilitating and processing of member transactions. You’ll also ensure the Operations unit fully demonstrates expertise and efficiency in service that connects well with the member experience.

This role is responsible for leading a team of five exceptional senior leaders.

Key Responsibilities

Overseeing the enterprise data governance strategy to support the member experience team as well as ensure Affinity’s future readiness for key industry changes (such as Payments Modernization and Consumer Directed Finance).
Overseeing organizational strategy execution, including providing guidance and expertise to the manner and methods in which the organization develops, monitors, implements and executes on strategic projects and priorities, in support of the organization’s strategic plan.
Working cross-functionally and collaborating with the executive leadership team to ensure alignment in purpose and effort in communicating, promoting and implementing enterprise-wide strategies and priorities.
Holding the Operations team accountable for cross-functional collaboration by ensuring a member-centric approach within the team and alignment to organizational priorities, alongside empowering the team by appropriately delegating responsibilities, accountabilities and decision-making to ensure active execution.
Translating the vision for Affinity into action, through clear, effective and regular communication both cross-functionally and within the Operations team.
Leading by example in visibly demonstrating Affinity’s values and culture and living Affinity’s brand within the community.
Overseeing the customer relationship management platform optimization team, including the effective and efficient use of technology across the organization. Key platforms include both Salesforce and nCino.
Developing and implementing systems to streamline operating, lending and deposit processes, enabling technology to optimize adjudication and administration processes and ensuring operational procedures improve the effectiveness of the member experience.
Collaborating with others to re-engineer and automate business processes with a focus on member experience, improved efficiency and continuous improvement.
Enabling and proactively contributing to refinements to core systems that will better support embedded internal controls and quality assurance measures.
Ensuring effective overdraft, credit collections and exceptions management protocols are in place.
Serves to advance the well-being of real people and their communities while deepening current member relationships and/or recruiting new members. Actively seeks to connect with current and potential members out in our communities.

Key Qualifications:

Experience & Education

Post-secondary degree in a related field (Finance/Accounting, Engineering, Information Technology or similar), complemented with a minimum of eight years of experience in increasingly senior management roles
Previous work experience in processing, systems and change leadership
Experience in leading implementation of process automation or similar within a business environment would be an asset
Demonstrated critical competencies in Leadership, Visioning & Planning, Organizational Integration and Strategy Execution
Experience within the credit union system or another Canadian financial institution would be an asset
Demonstrated alignment with the values of Affinity

Leadership Competencies

Expert Advice – Provides new insights and feedback to key stakeholders to foster dialogue and make recommendations for continuous improvement. Integrates information relating to market dynamics, the financial industry and member behaviour by utilizing area of expertise

Business Perspective – Adopts a long-term view of Affinity’s business strategy and sees the whole picture. Has a clear understanding of economic, social, cultural and demographic trends and their impact on the organization’s strategy and necessary oversight. Can adjust course as necessary.

Strategy Execution – Pulls together ideas, issues and observations through strategic insight in order to bring clarity to business leaders and facilitate decision-making.

Organizational Awareness & Relationship Management – Understands the organizational climate, understands what is and what is not possible and how stakeholders will be impacted by decisions.

Collaboration – Desire and proven ability to make a significant impact through collaboration. Embraces collaboration as an operating style, encourages participation and fosters open dialogue. Utilizes a high degree of collaboration to make sound decisions, develop thinking beyond current boundaries and make innovative ideas practical.

Enabling Leadership – Works collaboratively with team members to achieve a common goal. Maintains and strengthens relationships with others, both inside and outside the organization. Both strategic and visionary, tactical and hands-on. A leader who develops, empowers and inspires people and grows their capacity as professionals.

Integrity and Trust – Possesses uncompromising integrity, honesty and unassailable business values and does not ethically cut corners. Treats people fairly and with dignity. Works hard to earn and maintain a high level of trust with the Board, CEO, executive team, and employees.

Personal Accountability – Leads with humility and authenticity. Advocate of open, empathetic and respectful communication with both members and employees. Balanced, with a strong sense of ownership. Uses sound personal judgement to solve problems and make decisions.

Your pay

Our competitive compensation package includes an attractive base salary, incentive program, and excellent benefits. At Affinity, we focus on providing a Remarkable Employee Experience, a fulsome total rewards package, to support and motivate our employees in delivering a remarkable experience for our member. If required, relocation assistance to Saskatoon or Regina will be provided. Further details will be provided to candidates in the interview process.

We’d love to hear from you

Email a cover letter and tailored resume to Kara Leftley at careers@affinitycu.ca indicating the job title in the subject line of the email.

**Posting Deadline: Please submit your application by 11:59 PM PST, May 6, 2022**