Financial Services/Financial Analysis – Page 12

Credit Card Product Manager – Saskatoon or Regina

af-fin-i-ty (noun):

a natural compatibility
the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

At Affinity, we foster a culture that promotes continuous improvement, collaboration and innovation. The banking industry is constantly changing and evolving, as are we as we anticipate and deliver a remarkable experience to our Affinity members!

We’re seeking an innovative expert to provide leadership and strategic direction in driving the development and delivery of credit card management under Affinity’s umbrella. This new role focuses on driving sales and growth of Affinity’s credit cards and will serve as the main contact for anything credit card related, including optimizing sales, marketing and operations of the credit card portfolio.

What You’ll Do:

If you’re looking for a role where no two days will be the same – you’ve come to the right place! In this position, you’ll manage and oversee the continued success and growth of the credit card portfolio, including profit and loss accountability and business direction. You’ll ensure KPI metrics are met and opportunities for performance optimization are identified and implemented. On top of that, you’ll coordinate and oversee product development, marketing, processing systems, operations, financial elements, underwriting and other strategies related to the portfolio.

You’ll be responsible for all initiatives that impact business, as well as relationship management responsibility for partner relationships and serves as the liaison and primary contact between Affinity and suppliers/vendors. You’ll lead a talented team that you’ll provide mentorship to, as well as across the organization to maintain and grow the credit card business line. Developing and assessing acquisition strategies and campaign growth strategies is the name of your game, while overseeing development and implementation of programs intended to increase profit, sales, brand consistency and/or growth.

In this new and innovative role, you’ll provide direction, coaching, mentoring and feedback to other units across the organization on the credit card portfolio, including providing sales and operational coaching. Reporting will come secondhand to you as you provide regular and ongoing reporting on the status of new initiatives, while proactively anticipating and highlighting risks and developing contingency plans. This position will keep you and your team moving!

What You’ve Got:

Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
Advanced knowledge and experience of business management, including profitability, operations, finance and marketing
Industry leading sales ability in growing a book of business, achieving targets and building a pipeline using a member centric approach
Ability to coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable

What You’ll Get:

Working at the largest credit union in Saskatchewan and 8th largest in Canada has its perks! Affinity is proud of our remarkable employee experience; working in a vibrant learning organization where employees thrive, do what they love, and can be their whole selves at work! On top of the contractual connection (your pay and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve. A few more perks include:

A competitive salary with commission plus bonuses for your hard work
A total rewards package, including health and dental benefits, pension and health spending account
A focus on a healthy work/life balance that includes vacation time starting at 4 weeks, 8 personal days off, a paid volunteer day per year and so much more

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Posting Close Date: November 13, 2022

Director-Core Banking

*This position is open to applicants across Canada*

About Celero
Celero is a leading provider of IT solutions to financial institutions across Canada. A full-service IT shop, Celero provides complete banking solutions, IT planning, systems integration, hosting, support, maintenance and professional services to meet the unique needs of financial institutions of all sizes and delivers world-class reliability through our Canadian-based data centres, employees and operations.

Celero is consistently ranked among the world’s top financial technology companies on the annual FinTech 100 list.

Your Opportunity

As Director, Core Banking you will be responsible for delivery of Celero’s current premier core banking system to existing and new clients that today represents over 80 credit unions and financial institutions in Canada. Responsibility areas include day to day operations; enhancements; release management; conversions and mergers. In addition, you will be accountable for working with Celero’s Architectural Team and Core Banking’s Technical Director, Celero’s customers, industry peers and internal stakeholders to shape Celero’s future Core Banking Strategy. This role will contribute to other strategic initiatives such as Open Banking and Payments Modernization to ensure coordinated delivery with the Core Banking suite of products.

A Day in the Life

Reporting to the Vice President, Core Banking, Payments & Cards, you will be responsible for defining Celero’s future customer experience, service development functions and ensuring a consistent approach to the market while collaborating with internal and external stakeholders.

You will be responsible to ensure stability of the core banking system by meeting customer expectations and SLA’s through continuous improvement initiatives. You will also be the sponsors of varied projects focused on delivering new features and capabilities onto the platform.

On an ongoing basis you will meet with clients, vendor partners, internal stakeholders and investigate best practices and new ideas in the financial services area. You will actively research related technology and market trends and financial sector solution developments. From these discussions, and your knowledge, you will define the vision for Celero’s future product and service portfolio of the core banking area and provide customers a vision of what that future would look like and how it will enable their success. You will work with the product management team to translate future plans into product development priorities and drive development projects through internal gating processes. In addition to market research, you will monitor competition, follow market trends and generate market insights. You are forward looking with a focus on greater customer enablement and profitable growth.

Your experience in leading teams providing operational delivery of core banking products and services with a view on the future; and your ability to act as a knowledge expert in new areas of financial services will provide leadership to Celero and our customers.

In terms of aligning your role and responsibilities with Celero’s business strategy and plan, you will act as a collaborative partner with the leads for each of the other initiatives in the company’s business plan. In this capacity, you will be the central point within Celero to identify dependencies and ensure alignment among the various teams to effectively prioritize work to advance the business plan, while ensuring effective use of time and resources and the achievement of key measures of success.

You will have Profit & Loss responsibility for the Core Banking Line of Business, contributing to Celero’s annual strategic and budget planning cycle. Monitoring and reporting of same on a monthly basis.

Your Resume

Experience working with C-suite customers and understanding their business strategies/problems.
Track record of delivering measurable results through product growth and development initiatives.
Strategic thinker, with exposure to industry strategy development.
Experience working in the financial services industry with a focus on core banking systems; products and services.
Exceptional written and oral communications skills.
The ideal candidate will have a combination of continuous education and 10+ years of experience in Financial Services.
Experience in operational delivery of core banking suite of products and services.
Demonstrated success leveraging partners to deliver new solutions.
Previous success developing strategies and working with stakeholders to execute.
Facilitator of needs analysis and with a large number of stakeholders.
Leading large teams of experienced professionals, ability to build a strong cohesive team with focus on client satisfaction.
P&L responsibility for a large portfolio.
Vendor management experience an asset.

Our Expectations

We have high expectations of all Celero employees and strive to recruit applicants with the following characteristics:

Strong analytic skills coupled with innovative thinking, and a bias for action.
Ability to drive clarity out of ambiguous situations.
An ability to build strong professional relationships with peers, leaders and clients.
Excellent leadership and communication skills resulting in the ability to work effectively with both technical and business professionals.
Self-starter who drives positive change and can drive clarity out of confusion.
Ability to lead in a matrixed environment.

To Apply

Please visit our career board at https://celero.applicantpro.com/jobs no later than October 28, 2022.

We wish to thank all applicants for their interest, however only short-listed candidates will be contacted.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

__________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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 Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022, to: careers@pccu.ca.

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

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support the growth of the credit union for a:

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting. You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis. In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

In summary, the Director, Finance will:

Managing all aspects of the general ledger.
Performing month end duties such as account review, variance analysis and statement preparation.
Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
Monitoring financial and regulatory metrics and reporting trends and status to executive management.
Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making.
Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
Assisting in the preparation of the annual consolidated financial statements and note disclosures.
Supporting the budget and forecasting processes with both preparation and oversight.
Providing support during both internal and external audits.
Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
Mentoring and training the accounting team to optimize departmental effectiveness.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified as a Chartered Professional Accountant with a minimum of five years of experience in an accounting/finance role.
Analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees. It’s an exciting time to join our team. To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Director of Treasury

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

DIRECTOR, TREASURY

As the Director, Treasury, you will play a key role by focusing on the planning and management of currencies, interest rate, and foreign exchange exposures. You will work with the treasury & finance team and stakeholders to ensure cash management, balance sheet, and profitability metrics are being optimized. In addition, the Director will manage market-based trades for hedging interest rate risk, manage credit union investments and liquidity portfolios, and oversee liquidity and margin enhancement strategies.

In summary, the Director, Treasury will:

Oversee the Asset Liability Management (ALM) and Financial Planning and Analysis (FP&A) functions within Treasury, making proactive recommendations for departmental improvement.
Review and submit monthly reports and analysis for submission to the Asset Liability Committee (ALCO).
Direct and oversee the Credit Union’s securitization strategy and other sources of funding as applicable.
Oversee the analysis and forecasting of interest margin, interest rate risk, and liquidity risk by working with analysts and colleagues to distill key price and growth assumptions.
Prepare in-depth analysis and reporting for executive management with regards to liquidity metrics performance vs forecast.
Develop the annual budget for interest margin and a monthly liquidity forecast reporting on position and ratios.
Collaborate effectively with colleagues and executive management to ensure ALM metrics and profitability targets are being met.
Remain abreast of regulations applicable to the Credit Union and Treasury department
Accurately prepare short- and long-range forecasts of the balance sheet, considering concepts and strategies discussed at senior management committees.
Execute market-based trades for hedging interest rate risk including bond forwards and interest rate swaps.
Regularly review and update structural, liquidity, and market risk management policies and procedures as they relate to cash and investment management.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified with a related professional designation (CFA, CPA, CA) with a minimum of five years of experience in finance within a treasury role.
Strong analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.
The ability to thrive in an environment that requires a high degree of multi-tasking and strong time management skills.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

About WFCU Credit Union

Financial Services Advisor

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

Competitive salary
Benefits and pension
Preferred rates on our products and services
Investment in your professional development
Community involvement opportunities

What do our Financial Services Associates and Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

If building relationships, problem solving, and meeting challenges interests you…..this dynamic career is what you’re looking for!

As a Financial Services Associate or Advisor, you will:

Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
Advise on and deliver a variety of products and services to successfully meet members’ needs
Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

Related post-secondary education (such as a Diploma or Degree in Business) and 1 year of job-related experience, or an equivalent combination of education and experience
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships; and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

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

www.synergycu.ca

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required; or working towards designation
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Financial Specialist

_______________________________________________________________________________________

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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

Financing Specialist

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a self-motivated individual to come on board as a Financing Specialist in Saskatoon. We are also open to consider candidates in Prince Albert or Humboldt. You must be passionate about helping local businesses succeed and comfortable working both independently and as a part of the team. You will contribute as a key member of our team alongside business advisors by utilizing your strong business, financial and credit analysis skills to identify opportunities for enhanced solutions and providing recommendations that support our members financial well-being.

How you’ll be spending your time

Providing high quality business and financial analysis to support the underwriting of member credit needs and annual reviews
Demonstrating responsible credit and risk analysis and assessment to provide strong credit recommendations
Collaborating with business advisors to identify opportunities to provide enhanced advice that supports and improves the financial well-being of our business members
Keeping up-to-date on industry trends

The way people describe you

Highly analytical with a proven track record in financial and credit/risk analysis
Attentive to detail, strong organizational and multi-tasking skills and ability to deliver on timelines
A collaborator who supports individuals, teams, projects and initiatives within our organization to help us build and grow member relationships
An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

2+ years in a business lending role
Well-developed credit underwriting and risk assessment ability
Financial statement analysis including ratio analysis and cash flow
CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
Post-secondary education in Business, Finance, or Economics is an asset

What you get in return

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 4, 2022 so apply now! If you have questions about this position, please contact Heather Howland at heather.howland@conexus.ca.

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.