Executive – Page 7 – Credit Union Careers

Chief Executive Officer – Newfoundland and Labrador Credit Union

Location: St. John’s, Newfoundland

Newfoundland and Labrador Credit Union (NLCU) is a full-service financial institution operating 12 branches in major hubs across Newfoundland and Labrador. With assets of over $680 million, NLCU is the largest credit union in Newfoundland and one of the largest in Atlantic Canada. Over 20,000 members rely on NLCU’s 140 staff for expertise in how to help them prosper.

Due to the retirement of the long-standing incumbent, NLCU is seeking its next Chief Executive Officer (CEO).

Reporting to NLCU’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Through your strong vision for the future, you will drive NLCU through sustainable business development and growth while fostering a corporate culture that is agile, growth-oriented and embodies NLCU’s vision, mission, values, and value proposition. You will lead and develop a high-performance senior management team who work collaboratively to turn strategy into action to achieve short- and long-term business goals. As the public face of NLCU, you will maintain positive relationships with NLCU’s regulator, business community, partners, associations, government and the communities NLCU serves. The CEO also acts as Corporate Treasurer and Chairperson of the NLCU Charitable Foundation Corporation.

As an ideal candidate you are a seasoned, trusted, and forward-looking financial industry leader with a proven record of making sound business decisions that have achieved organizational growth and improvements to member service. Extremely visible and engaging both internally and externally, people value you for your energy, authenticity, positivity and strong negotiation and influencing skills. You are an inspiring people leader who is naturally inclusive, passionate about coaching and mentorship, and empowers staff to be all they can be in pursuit of a culture of innovation, accountability and performance excellence. NLCU will benefit from your comfort and experience with the impacts of new technology and its effect on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your skill in identifying opportunities for efficiency, partnership and growth. Previous experience working within the credit union system is an asset.

For further information on this exciting credit union CEO position, please contact Andrew Dumont (adumont@boyden.com) or Cameron Morrison (cmorrison@boyden.com) at 613-742-3219.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

VP, Business Development & Retention

VP, Business Development & Retention

For 78 years, Lake View Credit Union and its members have been helping build a vibrant Peace region community. Lake View Credit Union is a prominent, reputable, long- tenured, full-service financial institution with assets exceeding….million, and serving ….. plus members.

Lake View Credit Union currently has branches in Dawson Creek, Chetwynd, and Tumbler Ridge and serves every corner of the Peace Region through various digital solutions.

In addition to being a full-service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace Region their home.

Lake View Credit Union is seeking a VP, Business Development & Retention to be responsible for the overall management of the sales and service functions of the Credit Union by leading the development and achievement of sales objectives, superioer member experiences, optimal business retention, growth, the productivity of profitability goals.

The VP, Business Development & Retention leads and manages the retail and commercial lending teams, who are responsible for relationship building and sales of a full range of deposit and lending products and services. Through managing, coaching, and inspiring employees, the VP, Business Development & Retention will be responsible for all credit union sales and service goals, and develops the business by proactively recognizing and acting upon potential new sales opportunities that attract profitable new business and builds strong member relationships.

This role requires a deep and thorough understanding of the Credit Union’s business strategies and the competitive environment in which Lake View Credit Union operates.

Key Areas of Responsibility

Operations

Manage and control all lending portfolios and communicate directives to maximize profits within an established mix of loans.
Oversee the Commercial and Retail departments (supervise and monitor) operations and service delivery systems.
Assist in the establishment of overall corporate loan growth targets. Establish branch budgets that support the corporate goals. Monitor budgets and take remedial action as required.
Develop strategies to promote the sale of all of the Credit Union’s products and services with a goal of expanding the existing member book of business, wallet share, and new profitable member relationships
Provide direction and assistance in establishing sales targets; ensures that the teams meet sales and service goals.
Ensure that sales processes favour and respect member objectives over sales targets
Promote all the credit union’s products and services with a goal of attracting profitable new business, expanding the existing member book of business, increase wallet share and build new and strong member relationships
Create and sustain a relationship management environment ensuring that the reputation of the Credit Union is not compromised through the behaviour/activities of the staff
Provide guidance and direction in matters concerning the interpretation and application of sales and service practices
Actively contributes to the strategic planning process for the credit union; identifies short- and long-term goals and objectives. Contributes to the design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch staff is maintained.
Ensures maximum utilization of staff and resources within budgetary and policy constraints
Ensures adherence of branch staff to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiating action to rectify problem areas
Provides input concerning the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth, consulting with senior specialists and external consultants as required to identify and capitalize on the potential for growth opportunities

Credit Union Support

Support CEO in setting short and long-term credit union goals; implement plans to achieve goals.
Support CEO in the development and achievement of sales targets and marketing plans.
In conjunction with the Executive Team, provide recommendations regarding service delivery channels and opportunities that may enhance sales and service.
Works together with other sales and service leaders to deliver consistent information and programs to teams through collaboration and joint meetings as needed, working effectively together to ensure member needs are met through all delivery systems across the service centers.
Prepare various reports for review by the CEO, Executive Management, and Board of Directors.
Support and participate as required in community events that promote the credit union.

Human Resource Management of Sales team

Lead and mentor employees; promote a coaching environment; develop direct reports to their highest potential.
Establishing performance and service standards, conduct performance appraisals, identify training and development needs of staff; if necessary, initiate appropriate disciplinary action.
Ensures the teams meet sales and service goals as established by the Credit Union.
Demonstrate enthusiastic support of the corporate mission, vision, and values, and long-term objectives.
Use effective change management and internal communications to introduce changes
Interview prospective employees and make hiring decisions.
Organize, schedule, and monitor activities to ensure maximum service levels are being provided to members and that work flows smoothly.
Understand the vision, values, and strategic direction and model behaviours consistent with the identified values and image of the credit union.
Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
Strong team player with a collaborative working style;
Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Knowledge, Skills, and Abilities

Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
Strong team player with a collaborative working style;
Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Education and Experience

The ideal candidate will bring to the role:

Post-secondary education in business, finance, and/or accounting, supported by role-specific formal training, or a combination of education, experience, and proven success.
10+ years of progressive financial services leadership experience in a Credit Union, a financial institution, or in a related field
Thorough knowledge of the Canadian Credit Union System and the cooperative principles
In-depth and hands-on experience in loan portfolio management including products, functions, and processes
Demonstrated success in business development activities that have resulted in business growth

Credit Union Location

Dawson Creek is located in the Peace Region is located in the northeast of the province, between the Rocky Mountain Foothills on the west and the Alberta Plains on the east, this is a land of diverse and fantastic beauty.

To learn more about Dawson Creek and surrounding communities, please visit https://www.dawsoncreek.ca

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We encourage all interested applicants to send a resume and cover letter to:

Gail Pearce at Gail Pearce Recruiting

Email gail@gailpearcerecruiting.com

Email subject: Lake View Credit Union VP, Business Development & Retention

Manager of Retail Operations

Are you a born people leader who applies the principle to lead by example?

Radius Credit Union is looking for a strategic thinker to join their Executive Management Team in leading the retail operations 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 Manager of Retail Operations (MRO) will develop, mentor and motivate the retail management team located across multiple branches who are responsible for relationship building and providing a full range of deposit and lending products and services. Through managing, coaching and inspiring employees, the MRO will meet team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The successful candidate will be creative, energetic, and have proven business development abilities, financial acumen, a strong commitment to service and a clear understanding of the competitive environment. Communicating and engaging with various teams will be essential to the success of this position.

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $440 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 opportunity for growth for career-minded individuals. Our organization has branches in Avonlea, Ceylon, Ogema, Pangman, Radville, Tribune and Torquay

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.

If you are interested in becoming a part of our team please submit your resume, in confidence, by August 27, 2021 via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radius.cu.sk.ca

We appreciate the interest of all applicants; however only those under consideration will be contacted.

General Manager / CEO

Sandhills Credit Union is a progressive community-based credit union located in Leader, Saskatchewan. With just under $80 Million in assets, strong financial ratios, and a vibrant insurance subsidiary, Sandhills is poised to build on over 20 years of success. We serve over 1,400 members in Leader and the surrounding area, delivering on our vision:

Built on Trust. Committed to Excellence.

We are committed to:

A high standard of service for our members,
Engaging, rewarding, flexible and inclusive opportunities for our employees, and
Active participation in, and support for, our communities

To learn more about Sandhills Credit Union, please visit our website at www.sandhillscu.com.

The Board of Directors is currently seeking a strong leader who shares our values and commitment to our members and community to join us as General Manager(GM) of the credit union and insurance subsidiary.

The Opportunity:

As GM, you will work with the Board to develop a vision for success in the changing landscape of financial services, and implementing Sandhills’ long-term goals to ensure sustained profitability and growth. You will collaborate, partner, and lead through some complex times ahead, instilling confidence in the team, the board, and with our members.

Your top priorities in this role will be:

Managing staff changes and proactively planning for upcoming retirements to maintain the capacity of the Sandhills team and fully engage staff at all levels
Keeping focus on members and member service – keep ‘em, and keep ‘em happy!
Building appropriate partnerships to increase capacity while retaining autonomy
Driving steady growth and innovation, while ensuring the health of the credit union is the primary focus
Building on Sandhills’ strong profile in the communities we serve

The Ideal Candidate:

We are looking for an experienced financial services leader who has held responsibility for branch operations, financial management and budgeting, risk management, lending (managing large and complex commercial and agricultural loans), and human resources processes. Your background includes a combination of relevant education and senior financial services leadership experience, ideally within the credit union system. A working knowledge of insurance operations is also important.

You are a collaborative relationship builder who engages and motivates employees, board members, and the community to grow the credit union and benefit your members. You have the ability to set a vision and lead people through change, and experience building a strong organizational culture – bringing people together to achieve common goals. You are innovative and resourceful in analyzing issues, finding solutions, and implementing actions to meet the goals of the organization.

You have experience with regulatory compliance and governance, and you’re familiar with the regulatory environment of financial institutions in Canada.

Our new GM will be an active and visible leader in the community, and will share our commitment to the cooperative movement and values-based banking.

If this sounds like you, we encourage you to submit your resume and cover letter here by June 23, 2021.

If you have questions, or want more information on this opportunity, please contact

Cindy Dopson,

Consultant, People Solutions

Central 1

recruitment@central1.com.

About Leader, SK:

The Leader community offers a vibrant and family-friendly community with a K-12 school, hospital, swimming pool, curling & skating arenas, grass green golf course, access to outdoor recreation, churches, reasonably priced housing, and an active retail core. To learn more about the community of Leader, please visit www.leader.ca

VP Commercial and Retail Credit

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee the strategic management of our commercial and retail lending portfolio.

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community. We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require, or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

What You’ll Do

Under executive direction, this role provides the vision and strategic leadership to facilitate the growth and sustainability of SCCU’s credit services with a focus on commercial and small business operations through all business channels. This position is responsible for leading and managing the credit operations to improve commercial and the retail member’s financial wellbeing while providing a rewarding member experience. This role supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the Commercial and Retail team’s credit and investment operations to support the growth and sustainability of the credit union. As a member of the executive team the position has shared accountability for the overall health and effectiveness of the organization.

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 10 years of progressive experience in the financial industry including a minimum of 4 years in a senior leadership role, with a minimum of 6 years commercial/sales management. We are looking for an individual who would like to grow their financial services career with us. The successful candidate will be someone with proven strong leadership and strategic vision.

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to: yourfuture@sunshineccu.net. The posting is open until filled. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Director of Credit – Northern Credit Union

Established in 1957 with 28 members as a closed-bond institution, Northern Credit Union has evolved into a full-service, locally operated financial institution offering personal and commercial banking and financial planning expertise to more than 70,000 member shareholders. Holding over $1.6B in assets under administration, Northern now serves over 30 communities in northern and north-eastern Ontario, and is committed to educating members in financial literacy, and providing tools to achieve their financial goals.

As the province’s 10th largest credit union, Northern has been making a series of significant, strategic investments over the past few years – by investing heavily in its operations, IT, people, culture, and brand, as well as establishing partnerships that have propelled it to be a key player in the financial services marketplace of Northern Ontario. It is within this exciting context that Northern is currently seeking its next Director of Credit.

Reporting to the Senior Vice President and CFO, the Director is an important member of Northern’s Management Team responsible for the overall operation of Credit Services including adjudication and recovery. The Director provides leadership and innovation in developing strategies to balance the organization’s credit risk with the needs of its members and the growth objectives of the organization. Collaborating with Northern’s Executive Team and various internal and external stakeholders, the Director leads, directs, and guides a skilled credit services and recovery team consisting of six individuals.

As an ideal candidate, you bring a minimum of 12 years of progressive experience in sales/service managing a diverse portfolio, preferably in a commercial banking environment. You have demonstrated expertise in analyzing financial statements and in all aspects of lending, market analysis and industry trends, and cash management. You have sound program, policy and project development experience combined with demonstrable knowledge of credit adjudication and recovery and a proven ability to balance innovation and risk. A leader with a minimum of five years of management experience, you are open, transparent, creative and solutions-oriented and deeply respected for your outstanding interpersonal skills and ability to steward a cohesive and high performing culture across a remote team. Any of the following professional designations would be considered an asset: CPA, IFIC, CSC, CFP.

To apply for this exciting credit union leadership position, please submit your application and related materials to Cameron Morrison at cmorrison@boyden.com and state the title of the position in the subject line of your e-mail.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

Vice President Finance & Risk

Become part of a dynamic and successful credit union located in the community of Summerland and nestled in the beautiful Okanagan Valley.

Under direction of the President & CEO, the Vice President of Finance and Risk manages and oversees financial forecasting activities, budgeting reporting and maintenance, fixed asset and depreciation schedules, tax reporting/filing, accounting, general ledger management, asset/liability management, liquidity, investment management/treasury functions, foreign exchange, financial statement preparation, regulatory filings, statistical reports, stress testing, enterprise risk management and provincial regulatory and legislative compliance activities for the credit union.

The VP of Finance and Risk actively participates in the development of corporate strategies and provides strategic leadership and advice on all financial, enterprise risk, and audit matters, directly supervises staff and provides system administration support for operations.

MAJOR RESPONSIBILITIES:

Provide overall direction, control and planning for finance, accounting, tax, audit, budget, asset liability management and treasury/investment functions of the credit union.
Maintains the Credit Union’s financial records; prepares financial and statistical reports for the Credit Union; prepares and files reports with regulatory bodies; prepares the Credit Union budget in accordance with guidelines from the President & CEO and Board of Directors.
Regularly reviews the effectiveness of the accounting and cash management systems and recommends improvements to maintain integrity.
Analyzes business, economic, financial conditions and their impact on credit union’s operations; makes recommendations to enhance performance or to mitigate losses including developing and running hypothetical stress tests.
Leads the risk management function in the development, reporting and maintenance of corporate strategies and policies.
Provides overall direction, control and planning for the enterprise risk management framework. Ensure practices align with policies and procedures and recommend changes to further improve efficiencies and risk. Follow up on any compliance deficiencies.
Manages borrowings, credit limits and securitizations.
Manages key relationships with BCFSA and ensures compliance to legislation, regulation and suitable guidelines based on the size and complexity of the credit union.
Directly supervises staff by monitoring activities to ensure productivity, efficiency and ensure administrative tasks are completed on schedule. Responsibility includes; hiring, directing job assignments, monitoring performance, coaching, counselling, training, compliance with regulatory requirements and organizational mission, vision and values, policies and work rules. Review performance and provide recommendations for compensation, promotion and termination, as appropriate.
Participates as an active member of the management team by:
- attending regular management meetings to exchange information on department activities, discuss short- and long-term goals, identify and resolve operational issues and problems using a collaborative approach;
- attending planning sessions and setting overall goals, objectives and strategies for future growth and development;
- acting as an advisor to management team in all issues relating to accounting and security,
- Leads the ALCO discussion at the management meeting
Displays knowledge of services offered by the Credit Union; considers and evaluates new services in relation to their financial impact on the Credit Union. Considers, evaluates, recommends and implement improvements where applicable.
As Security Officer, ensures the adherence of security procedures with respect to cash holdings by ensuring that cash handling procedures are in accordance with established risk management procedures. Ensures that cash counts are conducted and staff are audited with respect to following security procedures. Adheres to security procedures as they pertain to the position.
Oversees the preparation of financial reporting of subsidiaries.
Maintain fixed asset records and the accompanying depreciation schedules.
Conducts financial reporting in compliance with International Financial Reporting Standards.
Acts as a voting member of the Management Credit Committee.
Represents the credit union at external functions.

The above reflects the general details to describe the principal functions of the job and shall not be construed as a detailed description of all the work requirements that may be inherent in this job.

QUALIFICATIONS:

EDUCATION and EXPERIENCE

Bachelor’s Degree or Professional Accounting Designation
Four to six years job related experience

OR EQUIVALENT EDUCATION and/or WORK EXPERIENCE

POSITION COMPETENCIES;

Advanced understanding of International Reporting Standards, audit and financial reporting controls
Advanced understanding of Enterprise Risk Management and risk management principles
Advanced computer skills
Strong governance skills and business acumen
Strong leadership and communication skills and possesses a high “EQ”.
Working knowledge of Security requirements and procedures

Interested applicants should submit their resume and cover letter to sdcu@sdcu.com.

General Manager

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With over $180 million in assets, we serve our 4,500 members according to our guiding principles:

Serving members is the primary purpose of our existence.
We provide exceptional, customized service.
We act with integrity and sincerity.
We never stop learning.
We continuously innovate.

With the upcoming retirement of our current GM, the Board of Directors is seeking a strong leader who shares our values and commitment to our members and community.

This opportunity is located in Golden, B.C. Golden is a great place to balance work and lifestyle, with incredible scenery, abundant recreational activities, and a true sense of community, combined with a well diversified local economy. The town also offers all the services you need, medical and dental services, four public schools and a College of the Rockies campus, a youth centre, library, art gallery, and over a hundred non-profit groups delivering services and sports opportunities. You can find more information about what adventures Golden has to offer at: https://imaginekootenay.com/community/golden-bc/.

CVCU is one of 6 credit unions in the Kootenay Region exploring the potential to amalgamate to create benefits for our members, our employees, and our communities (see information at https://www.exploringstrengthandunity.ca/). We are looking for a permanent GM who sees opportunity in both potential outcomes of this process: leading CVCU into the future if the amalgamation doesn’t proceed, or joining a new $2.5 billion asset credit union in a non-CEO/GM leadership capacity if the merger is successful.

The Opportunity:
As the General Manager (GM), you will collaborate, partner and lead through some complex times ahead, instilling confidence in the team, the board, and with members.

Your top priorities over the first 12 – 18 months in this role will be:

Building up the capacity of the CVCU team; with additional retirements pending and new leaders in place, it will be critical to ensure strong succession planning, mitigate knowledge loss, and build a dynamic team culture to fully engage staff at all levels;
Engaging in the amalgamation process, working collaboratively with the other credit union leaders while bringing critical thinking to ensure members’ needs are best served;
Navigating the pandemic and pandemic recovery, ensuring the financial health of the credit union, members, local businesses, and our community.

Giving back to members, and the community generally, are core to this credit union. Our new GM will be an active and visible leader in the community, and will share our commitment to the cooperative movement and values-based banking.

The Ideal Candidate:
You are an experienced financial services executive who has held oversight of planning, financial management and budgets, marketing and brand, sales and service, and technology and digital service implementation. You have enough experience in retail and commercial lending to build internal team capacity and drive growth in this portfolio. You have a business development mindset, and will actively identify and pursue opportunities for the credit union.

You have experience with regulatory compliance and governance, and you’re familiar with the regulatory environment of financial institutions in Canada.

You have the ability to set a vision and lead people through change, and experience building a strong organizational culture – bringing people together to achieve common goals. You have led in a unionized workplace, have respect for the collective bargaining processes, and have been successful in creating a motivating and productive work environment within that context. You bring experience developing and implementing the human resources programs to maintain high staff engagement and productivity.

Through a collaborative approach, you create partnerships that compliment the strategy and contribute to the success of the credit union.

Your background includes a combination of relevant education and financial services leadership, ideally within the credit union system.

If this sounds like you, we encourage you to submit your resume and cover letter. If you have questions, or want more information on this opportunity, please contact Cindy Dopson at recruitment@central1.com.

Learn more about CVCU at https://www.cvcu.bc.ca/Personal/AboutUs/ and https://www.facebook.com/ColumbiaValleyCreditUnion

The posting will stay open until we have completed our search.

CVCU offers a competitive executive compensation and benefits package. We will consider relocation support for the right candidate.