Occupation Types: Financial Services/Financial Analysis

Loans Financial Service Administrator

Loans Financial Service Administrator

Reports to: VP-Retail Services / Asst VP-Corporate Services
Salary Pay Band: 9 ($38,670 – $51,560)
Last Revised: June 2022

Position Overview
The Summerland & District Credit Union (SDCU) Loans Financial Service Administrator (LFSA) plays an essential
role in support and assistance to Staff & members while providing service excellence and fostering
relationships with their positive attitude and excellent product knowledge. The LFSA understands
the importance of ensuring that lending documentation and processes are completed accurately and in
a timely manner. The successful applicant has a positive and adaptable approach with strong
attention to detail, excellent technology skills, excels in a flexible & fluid work environment,
and has effective relationship building skills both within the organization and externally with
member interactions.

A key function of the role is to ensure an exceptional level of service for staff and members to
enhance the brand of SCU throughout the region as a respected leader of financial solutions.

Key Responsibilities

Service Leadership
Creating value; growing member relationships; learning and development
• Provide lending support as needed, including processing, posting, auditing and verification of loan applications and related documentation to ensure accuracy in computerized loan systems and manual paperwork completion, or other related tasks providing appropriate documentation preparation, correction and processing within appropriate relative risk, legislation and/ or regulations
• Working with all SCU staff, adopt, implement, and maintain the best practices from established practices, procedures, and policies.
• Provide support for Lending departments, as well as other departments or positions as required
• Serve, inform, and educate Members with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Member contact processes, including routine merchant Mastercard inquires, or refer to Merchant Solutions as required
• Maintain loan security for personal loans and assist commercial department with other duties as required

• Keep apprised of changing rules and regulations pertaining to relevant legislation requirements, as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Act as internal auditor for all retail staff’s day work, checking accuracy against banking system and reports; reviews and corrects banking system anomalies identified on BI reports; tracks day work to identify serious errors, misuse, or training needs; reports exceptions to appropriate Manager
• Process all documents received from Retail Services, or other departments, as required
• Administer all applicable registered products, including all reporting
• Monitor and deliver exceptional performance with agreed upon goals; adopt and ensure ongoing personal development.

Member & Community Experience
Building member loyalty; staying informed; building community connections
• Understand and demonstrate commitment to our enterprise-wide Vision, Mission, and Values
• Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
• Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships.

Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
• Maintain and expand technical knowledge of financial products, systems, and services
• Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
• Maintain a positive, responsive, and respectful relationship with peers
• Support staff and encourage collaboration to accomplish common goals
• Expanding knowledge of digital imaging / repository processes to process documents and answer staff queries
• Recognize and celebrate team successes; encourage teamwork and collaboration.

Risk Management
Member confidence; risk/loss mitigation
• Ensure all documentation is prepared and/or executed in accordance with established policies, procedures, and relevant legislation by keeping apprised of changing rules and regulations as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
• Maintain up to date and complete Member files with documentation in hardcopy and/or electronic form as required.
• Expanding knowledge of fraud management processes & anti-money laundering (AML) policies
• Electronic files are maintained utilizing approved software
• Adhere to all policies and procedures to mitigate risk of loss to Summerland Credit Union
• Display confidence and exercise sound judgement in decision making
• Take necessary action on issues or concerns arising from reviews and audits

Skills & Attributes
• Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
• Committed to personal growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
• Instills confidence and trust of others through thoughtful, clear, and open communication
• Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments
• Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
• Organizes work and assignment of tasks to maximize efficiency and responsibilities
• Displays strong awareness of policies, procedures, and practices as they relate to a lending environment to ensure requirements are met and improved as identified
• Understanding and confident ability to deal with lending, deposit, and insurance products
• Demonstrates strong attention to detail and accuracy in completing work and providing information
• Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions

Experience & Education
• Minimum three (3) years in related job experience (financial, retail or hospitality industries)
• Secondary school diploma
• Completion of CUIC Fundamentals of Personal Financial Planning course
• Minimum one-year post-secondary formal education, or equivalent
• Maintain proficiency with developing systems, applications, and productivity programs
• Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Treasury Analyst

Williams Lake and District Credit Union

Williams Lake, BC

 

Treasury Analyst

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Treasury Analyst to work out of the Williams Lake Branch.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services, you will have four to six years’ experience in administration ideally in a Credit Union or Banking environment.

 

You will provide prompt, professional, courteous and accurate services to internal and external members performing, overseeing and reporting on a variety of treasury and finance duties, procedures and analysis relating to the Credit Union; executing day-to-day cash forecasting processes; and making investments and maintaining financial processes and reporting.

 

As the ideal candidate you have completed a business degree or diploma with a specialization in Finance or Economics, CFA, or a professional accounting designation. One year experience in treasury, preferably in the financial services industry; knowledge of both treasury management principles and practices; asset and liability management and liquidity concepts will be a recommendation.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, July 22, 2022 to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

 

Senior Commercial Account Manager

The Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:
Reporting to the Manager Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location: This position will be situated in our Winnipeg, Manitoba office.

Qualifications:
• An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
• Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
• Results orientated with proven success in growing revenue and profitability
• Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
• Demonstrated strength in business development and customer relationship management skills
• Sound credit judgment and understanding of credit policies and practices
• Flexibility to travel as required without limitation
• Strong interpersonal and communication skills, both written and verbal
• Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to hr@fnbc.ca 

We thank those who apply, however, only those selected for an interview will be contacted.

Commercial Account Manager

Our Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:
Reporting to the Manager Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location: This position will be situated in our Winnipeg, Manitoba office.

Your Qualifications:
• An experienced banker with a minimum of 2 years in commercial lending
• Results orientated with proven success in growing revenue and profitability
• Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
• Demonstrated strength in business development and customer relationship management skills
• Sound credit judgment and understanding of credit policies and practices
• Flexibility to travel primarily as required without limitation
• Strong interpersonal and communication skills, both written and verbal
• Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to hr@fnbc.ca

We thank those who apply, however, only those selected for an interview will be contacted.

Team Lead, Business Reporting & Analytics

We measure success by the success of our members and the strength of our local communities. ​By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Team Lead, Business Reporting & Analytics to join the Finance Team in our head office located in the beautiful City of Kelowna, BC. This position can be remote for the right candidate.

About this opportunity…

The Business Reporting & Analytics Team Lead supports Interior Savings’ vision of sales & service excellence by enabling continuous improvement through data-driven reporting and business intelligence solutions that align with the corporate Balanced Scorecard. Under Finance, this position maintains a holistic view of the business with focus on high-level strategic priorities and business opportunities. This position works with all areas of the organization for the betterment of our members and the Credit Union.

In addition to your regular duties, as Team Lead you will possess strong leadership, communication, and interpersonal skills. You will foster a positive team environment and assist your supervisor/manager when developing performance standards. You will act as a mentor to other departmental staff and assist them when addressing complex staff, member and management complaints and inquiries. In consultation with your department manager, you will implement training and development programs for new and seasoned staff to ensure quality service and promote staff growth. Introduce new or revised procedures and implement training for staff, as required.

The role will require you to work with Business Intelligence Analysts and/or end-users from all areas of business to gather, analyze, and interpret reporting requirements into detailed design specifications.  You will collaborate with the data warehouse development team to design, develop, and enhance our enterprise data warehouse and conduct and review User Acceptance Testing (UAT) prior to development into the production environment.

You will work with all areas of business to develop, enhance, and automate ongoing reports and dashboards including regulatory and compliance reporting while transitioning reporting knowledge to support other members of the Reporting & Analytics team.  You will also be asked to provide ad hoc reports and data extracts as requested.

You will develop, test, and enhance statistical, machine learning, AI, and other BI solutions to discover new insights. You will also work with service partners as necessary and utilize internal and external data sources fully to better serve our members and improve our business operations.

You act as a liaison with the Business Intelligence Analysts and stakeholder to ensure effective change management practices are followed.  All this while promoting a high adoption rate of reports and business intelligence solutions and providing initial post-deployment support for end-users.

You will oversee and assist with the ongoing maintenance of our data warehouse, BI models, and business intelligence solutions and provide technical support to Analysts and Assistants and seek opportunities to continuously improve our reporting and business intelligence capabilities while ensuring department procedures are documented and updated. You will also perform all other duties as assigned.

What we are looking for….

Education

  • Bachelor’s degree in a related field of study, or a recognized accounting or finance designation. (CPA, CFA).

Experience/Knowledge

  • 4-6 years finance or data analytics experience with 3-5 years of specific job-related experience in the financial analysis/cost accounting fields.
  • 2-4 years of leadership experience is preferred

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. ​By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors.  Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

  • High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
  • Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
  • Canadian Securities course and Conduct & Practices Handbook
  • Must be IIROC licensed

Experience/Knowledge

  • 4-6 years of job related experience in a financial sales & services environment
  • Good knowledge of current domestic and international investment marketplace
  • Good comprehension of all insurance products
  • Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

 

Business Adjudication Manager

af·fin·i·ty (noun):

  1. the name on our doors
  2. a natural compatibility

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

We’re looking for a Business Adjudication Manager to lead a highly-skilled team of credit experts, provide financing to our businesses and ag members and help enhance the local economy.

What you’ll do:

  • Make financing decisions, conduct analysis and provide approvals for commercial and agricultural credit applications
  • Support credit granting and maintenance for our business members
  • Evaluate, develop, test and revise our credit procedures, tools and practices
  • Mentor a highly-skilled team in providing personalized advice while adhering to sound business practices, regulations, policies and procedures 

What you’ll get:

  • The support to grow in your career and ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

  • A 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 of commercial lending practices, granting credit and complex business evaluation
  • Intermediate knowledge of commercial and ag lending practices
  • Solid coaching skills 

How to throw your hat in the ring:

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

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.

Responsibilities:

  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.

Requirements:

  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

 

Dealer Finance Relationship Manager

DEALER FINANCE RELATIONSHIP MANAGER

Rosetown Administration

Are you highly organized with exceptional prioritization abilities to adapt to competing work demands? Do you have strong analytical skills with a solution-focus approach? Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Dealer Finance Relationship Manager opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis and recommendation of Dealer Finance credit. Reporting to the Vice President Credit, the Dealer Finance Relationship Manager will assist in overseeing the Dealer Finance loan portfolio while building positive relationships with customers and providing exceptional service as a first point of contact.

Responsibilities:

  • Assist in managing the Dealer Finance loan portfolio and in achieving loan growth targets as set out by corporate strategy
  • Build and foster strong relationships with the dealer partners to ensure ongoing growth
  • Work collaboratively with dealerships and customers to make recommendations of credit and appropriate solutions, based on the customer needs
  • Complete financial analysis (commercial, agriculture, and consumer) for vehicle loans
  • Maintain open, two-way communication with internal stakeholders to determine the best solution for the customer
  • Identify problem accounts and work with customers to find an appropriate solution
  • Perform collections on all defaulted accounts, in accordance with corporate policies and procedures
  • Flexible work hours are required, including rotational coverage for Saturdays

Qualifications:

  • Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
  • Experience interpreting financial statements
  • Strong analytical skills with attention to detail
  • Ability to prioritize work requirements to meet deadlines and work within time constraints
  • Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
  • Ability to work both independently and as part of a team

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 Dallas McDonald, Vice President Credit, at 306-882-5575. To apply, please submit an electronic copy of your cover letter and resume on or before Friday, June 10th, 2022, to: Cara.Nisbet@pccu.ca.

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

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