Occupation Types: Financial Services/Financial Analysis

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an inspiring Branch Manager to lead our Neilburg and Marsden locations to success.

Reporting to the Regional Manager, Business Development, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

As we grow and continue to meet the evolving needs of our members, we’re looking for someone who is passionate about delivering exceptional service, fostering a collaborative environment, and driving operational excellence. Join Synergy Credit Union and help us make a positive impact on the lives of our members!

 

Key Responsibilities

Leadership and Team Development:

  • Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
  • Oversee performance management, development opportunities, and coaching to help team members succeed.
  • Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

  • Drive business growth through effective sales and service strategies.
  • Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
  • Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

  • Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
  • Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

  • Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
  • Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
  • Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

 

Qualifications

  • 4 – 6 years of related leadership experience in retail banking or financial services.
  • Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
  • Prior leadership or supervisory experience is preferred.
  • Strong understanding of financial products, services, and risk management processes.
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
  • Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

 

What do we offer?

  • A rewarding leadership position with opportunities for professional growth and development.
  • Competitive compensation package, benefits and pension.
  • Preferred rates on our products and services.
  • A supportive and dynamic team environment.
  • The chance to make a meaningful impact in your community.

 

If you don’t identify perfectly with the list above but are interested, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by end of day on February 9, 2025, referencing competition #251602 in the subject line.

 

More details

  • Status: Permanent, Full-time
  • Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
  • Location: This position is responsible for two rural branches. Regular travel to Marsden Branch is required to ensure key responsibilities are met for both.
  • Salary: $89,000 – 111,300 per annum

 

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

 

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 Credit Union 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

Manager, Bonding & Fraud Risk

POSITION DESCRIPTION
Title Manager, Bonding & Fraud Risk
Reports to SVP, Risk & Finance

ABOUT STABILIZATION CENTRAL CREDIT UNION
Stabilization Central Credit Union (SCCU) is a proactive agency that has been supporting and strengthening BC credit unions facing regulatory difficulties since 1989. SCCU provides proven leadership and direction to member credit unions to ensure a healthy, self-sustaining credit union system. SCCU offers a variety of value-added services including the Master Bond Program.

POSITION SUMMARY
The Manager, Fraud Risks leads in the day-to-day operations of the Master Bond Program and delivery of services to members of SCCU. This position interacts with internal and external stakeholders, and to work closely with them to determine acceptable solutions. Expect challenging work in a fast-paced environment, with critical deadlines, along with the chance to improve processes and program delivery that support the BC credit union system.

KEY RESPONSIBILITIES

Administration
• Supervise a team that designs, prices and manages a fidelity bonding and crime insurance coverage for credit unions under the Master Bond Program
• Liaise with the commercial insurance broker, excess insurers and other advisors on annual insurance renewals and large claims.
• Maintain relationships and communicate with industry, regulatory and law enforcement contacts as necessary and appropriate
• Manage the end-to-end claims process, including active communications between legal teams, insurers, brokers and members.
• Coordinate and supervise a small team that works according to a program calendar, liaising with other team members to ensure coordination of activities and timely completion. These may include, but not limited to, regular reporting, policy reviews, initiating actuarial reviews and internal audits.
• Undertake the performance management and development of direct reports.

Fraud Risk Management
• Update and maintain loss prevention manuals that provide an inventory of potential controls used by member credit unions in their fraud risk management frameworks and all related enterprise-level policies and procedures.
• Provide presentations or training to individuals and teams across the credit union system on current and emerging areas of fraud
• Prepare system level reporting for senior leadership and the Board of Directors as necessary, including responsibility for defining and refining risk appetite measures, KPIs and KRIs.

• Act as a fraud subject matter expert providing guidance, facilitating risk assessments, and exercising effective oversight through participation in projects and initiatives and new or changing services through the Master Bond Program.
• Deliver proactive guidance and insight on fraud matters to support new product and service initiatives under the Master Bond Program
• Communicate timely updates about trends to applicable credit union system partners
• Maintain an inventory of any self-identified or otherwise-identified gaps in the Master Bond Program and recommending to Stabilization Central leadership on addressing these issues.

REQUIRED SKILLS AND COMPETENCIES
• Undergraduate degree in business or relevant discipline OR a combination of applicable education and experience
• 5 – 9 years experience in fraud, anti-money laundering or risk management
• Completion of the Certified Fraud Examiner or another risk designation is ideal
• Strong written and verbal communication
• Experience in creating management and Board reporting
• Ability to perform detailed work under time constraints and pressure while maintaining a high degree of accuracy
• Conceptual and practical understanding of fraud risks and prevention strategies
• Knowledge of industry trends in fraud
• Knowledge of risk control assessment implementation, execution, and management
• Experience developing and delivering training content
• Proficient supervisory and/or project management skills
• Strong knowledge of MS Excel, Word, Outlook and PowerPoint

Executive Assistant

af-fin-i-ty (noun):

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

We’re looking for an Executive Assistant to manage administrative tasks for our CEO and Executive Leadership team, working closely and confidentially with them.

Working for Affinity means being part of a values-based, member-owned financial institution. Our members make it possible for profits to be reinvested in our local communities.

While we’re proud to be able to strengthen our communities, it’s also good business. Affinity employs a professional workforce of over 800 individuals who maintain our strong membership base of over 140,000 members. With over $10 billion in managed assets, Affinity is the 11th largest credit union in Canada and has the largest branch network in Saskatchewan which includes locations in both Regina and Saskatoon.

Joining the Affinity team means you’ll be part of Affinity’s growing success and you can feel good about the important role your organization plays in your local community.

What you’ll do:

  • Provide administrative support to the Chief Executive Officer and Executive Leadership Team, including preparing minutes and meeting packages, reports and presentations
  • Coordinate meetings and strategic activities both internally and externally
  • Plan and coordinate travel arrangements, accommodations and itineraries for meetings and events on behalf of the Chief Executive Officer, Executive Leadership team and other parties, as required
  • Operate and coordinate the provision of a variety of technical/audiovisual equipment in order to facilitate meetings and presentations
  • Complete expense reports and compose and prepare various correspondence
  • Serve as the liaison between the Chief Executive Officer and the Board of Directors and coordinate Board activities

What you’ll get:

  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits and health spending account
  • Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
  • Referral bonuses when talent you’ve scouted is hired to join our team
  • Opportunities to advance your career with us

What you’ve got:

  • Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
  • In depth technical knowledge in board and executive level administrative support
  • Advanced knowledge of Microsoft Office 365

So, what do you think? Does it sound like you’re a fit for this role?

How to apply:

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

This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.

 Posting Close Date: December 8, 2024

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 Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services 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 working with and delivering exceptional service to our membership. Your responsibilities will include working with account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

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

As a Financial Services 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 two to four years of job-related experience, or an equivalent combination of education and experience
  • Mutual Fund Accreditation or successful completion of accreditation is required within 3 months of hire
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
  • Strong attention to detail

What do we offer?

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

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on November 17, 2024, referencing competition #245006 in the subject line.

More details:

  • Hours: Permanent full-time
  • Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
  • Salary: $60,000 – $75,000

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

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 Credit Union 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

Manager, Financial Services

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making.

We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, courageous, curious and committed. 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.

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 dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS) supporting both Cudworth and Wakaw branches.

How you’ll be spending your time

  • Leading your team to ensure our members receive needs based financial solutions to meet their financial goals
  • Coaching and supporting your team to achieve individual and organizational goals
  • Empowering your team to build meaningful, supportive relationships with their members
  • Provide informal and formal developmental and technical guidance to direct reports
  • Collaborating with leadership peers to achieve objectives and targets specific to your branch
  • Ensuring compliance with operational policies and procedures and industry regulations

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in Conexus products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • Direct experience with consumer lending and investments; mutual fund experience is not required, but is an asset
  • Formal or informal leadership exposure
  • Demonstrated ability to handle complex issues, such as resolving member complaints or system errors
  • Experience with branch operations and retail compliance requirements
  • Must be comfortable in establishing and evaluating performance standards, making independent decisions, and coaching others to solve problems.

Salary Range

$68,110 – $85,140 with a 10% Short Term Incentive Target

Benefits & Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life.  Some of these extra’s include, but are not limited to, the following:

  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement
  • Being part of the vibrant communities of Cudworth and Wakaw! To learn more about these awesome communities, visit the links below:

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 November 11, 2024 so apply now!  If you have questions about this position, please contact Shaulen Lang jobs@conexus.ca

Internal Solutions Specialist

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, curious, courageous and committed. 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.

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 an agile team player who thrives in a fast-paced environment to come on board as our temporary Internal Solutions Specialist for up to an 18 month term. You will provide exceptional customer service ensuring policies and procedures are within the guidelines set by our service providers while actively responding to questions as they relate to Registered Products and functions completed in our Internal Solutions Center (ISC).

How you’ll be spending your time

  • Supporting our ISC team with understanding, troubleshooting and research assistance of member transactions
  • Playing a key role in proactively identifying and handling risks
  • Administering GL reconciliations, remittances report views and balancing
  • Interacting with team members, retail branches, and other corporate services departments to provide support, input , knowledge and feedback
  • Proactively identifying and researching the best solutions that meet our members’ needs and improve their financial well-being
  • Yearend submissions for CRA
  • Assist with special projects as assigned

The way people describe you

You are passionate about financial wellness and providing an exceptional customer experience every time. You are curious and take initiative to seek and identify opportunities for improvements. You are a talented multitasker that can prioritize and manage your time effectively. You take pride in your attention to even the smallest details and display a strong personal commitment to successfully get the job done. You are dedicated to personal improvement and are eager to learn and develop your skills.

The experience you bring

  • In depth understanding of Registered Products. Applicants currently obtaining this knowledge will be considered.
  • Proficient with Microsoft Office applications
  • Experience working in a fast-paced environment
  • Customer service orientation communication and organizational skills

Salary Range

$51,710 – $64,640 with 7% Short Term Incentive

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

  • Preferred rates for all your banking needs helping to make life more affordable.
  • Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
  • Competitive benefit package options covering off all aspects of personal wellness.
  • 7% pension matching after one year of employment to support you towards retirement.

This position is ineligible for support under the Saskatchewan Immigrant Nominee Program.

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 27th, 2024 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

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