Financial Services/Financial Analysis – Page 4

Associate Manager, Deposit Compliance

National Consulting Limited is looking for a deposit compliance expert to advise credit unions in the areas of deposit compliance and business requirements for deposit forms and related material. This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and recommend operational guidance for credit unions. This position reports to the Manager, Deposit Compliance.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position. In addition to deposit compliance advisory services, this role participates in the delivery of deposit training and may occasionally require in-person attendance and travel. This is a permanent, full-time position (37.5 hours per week). Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

Post-secondary education in Business Administration, Finance, Accounting, Technology, Project Management, or a related discipline.
Minimum 5 years’ deposit compliance experience in a credit union.
Solid understanding of credit union operations.
Advance working knowledge of legislation affecting deposit functions in credit unions.
Project Management skills.
Experience with product development.
Excellent communication and relationship management skills.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, healthcare spending allowance and wellness program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Friday, May 10, 2024.

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

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

Vice President, Finance and Risk

Primary Location Head Office – 209 Limeridge Rd East Hamilton ON. Hybrid Work Environment Available. The in-person office time is to create meaningful and lasting connections with our members, staff and our HMECU community.

Introduction

Healthcare and Municipal Employees Credit Union (HMECU) is a financial institution with a long history of providing superior financial services to local members. We are looking for an experienced and dedicated Vice President, Finance and Risk to join our organization in our Hamilton Head office.

Position Overview

The Vice President, Finance and Risk will be responsible for leading and managing all financial, accounting, regulatory compliance, and risk management functions of the organization. This role is critical to the success of HMECU and requires a high degree of accuracy and attention to detail. This position will report to the President and CEO and will work closely with the Senior Management team and other stakeholders.

The Vice President, Finance and Risk, will manage the corporate financial performance of the Credit Union by developing and implementing short- and long-term strategies. As part of the Executive Management Team, this position will work actively with the board in the development and implementation of Credit Union strategic goals; work with management to develop tactical plans designed to achieve strategic goals; and will prepare the necessary business plan and budgets to achieve the tactical plans.

What you’d be doing

Develop and maintain a sound internal control environment.
Oversee the preparation of financial statements and provide interpretation and analysis to the Executive Management Team.
Oversee the preparation of regulatory reporting.
Develops, recommends, and implements changes to policies and procedures in the areas of administration to ensure compliance with application regulations and laws.
Develop and maintain a strong relationship with external auditors and stake holders.
Monitor and manage the Credit Unions financial risk, including but not limited to: Interest Rate Risk, Capital Risk, Liquidity Risk, and Foreign Exchange Risk
Develop and implement strategies for increasing profitability and reducing costs.
Develop and maintain the budget and forecasting processes and monitor the overall credit union performance.
Manage and evaluate the financial and operational systems of the Credit Union.
Analyze investment opportunities and manage the overall investment portfolio.
Participates actively at the senior management level and Board of Director level in the development and implementation of strategic plans.
Sets and administers the rate structure in conjunction with the CEO.
Supervises, mentors, and coaches the Finance, Compliance and Accounts Payable Teams.
Responsible for providing overall direction, control and planning for the audit, risk, and internal controls for the credit union.
Key executive management representative to Board Audit Committee and other Board Committees as assigned.
Reports to the Board of Directors regarding the finances of the Credit Union.
Lead the Asset Liability Committee (ALCO).
Oversees compliance function.
Manages corporate enterprise risk relating to areas such as anti-money laundering/terrorist financing compliance, and other related legislation; keeps current with and ensures credit union compliance to legislation.
Develops and implements risk policies and programs relating to areas such as loss prevention and business continuity.
Oversees the monitoring, investigation, and tracking of internal control processes and losses due to fraud, forgery, and theft.
Manages relationships with external regulators.
Other duties as assigned.

Skill Requirements

Accounting designation (CPA) required.
Minimum of 7-9 years in accounting and financial experience.
Proven experience managing financial and risk functions.
Proficiency in financial modelling, forecasting, and budgeting.
Knowledge of banking regulations and compliance requirements.
Knowledge of DNA Banking System would be considered an asset.
Excellent organizational, interpersonal and communication skills
Ability to work independently and take initiative.
Excellent planning, budgeting, and organizational skills.
Strong people skills in working and developing relationships with stakeholders, staff and members.
Sound analytical thinking, planning, prioritization and execution skills and strategic leadership ability.
A team player with the ability to work collaboratively.
Experience creating policies and procedures.
Must be bondable.

If you have the required skills and experience and are looking to join a dynamic and growing financial institution and team, we would love to hear from you.

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR at 905-575-8888 ext 145 or hr@HMECU.com so that arrangements can be made.

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Job Type: One (1) Full – time vacancy

Primary Location: Head Office / Remote Hybrid Work Environment Available

Hours of Work: Flexible Work Week

Benefits: YES. We offer a very comprehensive Benefits Package.

100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.

Pension: Defined Contribution Pension Plan; with 9% Employer Contribution’s.

Manager of Loan Support

As the Manager of Loan Support, you play a key role in driving the adoption of technological advancements and change initiatives, actively identifying opportunities to optimize business practices and enhance the lifecycle of loan transactions. Additionally, you are instrumental in fostering a culture of exceptional service delivery through relentless continuous improvement and innovation.

This team processes loans, renewals, property taxes, and administers title registration, fire insurance payments, amendments, pay-outs, and land title searches. The team is focused on accurately and efficiently meeting the needs of members by supporting member-facing team members. There are details, data entry, and deadlines.

You are an energetic team leader with a positive attitude and a passion for excellence in lending administration. In this position, you hold yourself and others accountable for defining and achieving success. You possess advanced knowledge in lending and loan administration, legislation, and regulatory compliance, as well as product knowledge. You maintain a professional network and willingly share knowledge.

If you are ready to make a meaningful impact and drive excellence, we invite you to apply now. Join our dynamic team dedicated to service and making a difference in our communities and the lives of our members.

Qualifications: A diploma or degree in business, legal administration, or another related discipline with four or more years of experience with lending and loan administration. Management level experience with an aptitude for team building and coaching. Demonstrated analytical, attention to detail, time management, planning, and organizational skills. Preference is given to experience at a financial institution and banking systems. If you have transferrable skills, please consider applying as we consider equivalencies and related experiences.

Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #241801 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

Position is permanent, full-time
Hours: 37.5 hours weekly
Location: Lloydminster, hybrid enabled
This position is required to travel and expected to work with a high degree of flexibility in hours of work and travel. The successful candidate must have access to reliable transportation.
Salary: $77,000 to $96,000

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 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

Business Solutions Support Specialist

National Consulting Limited (NCL) is actively seeking an experienced professional with a good understanding of credit union operational compliance (Deposit, AML, Privacy, Lending & Fraud) to assist in providing solutions to our credit union-based clients nationwide. This position reports to the VP Business Solutions.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position designed to provide support to the business units of NCL. Key responsibility areas of the position include:

Assist various business units with initiatives when required,
Ability to develop and deliver training courses on various compliance-related topics,
Participate in compliance-related projects,
Application of Anti-Money Laundering (AML) and Terrorist Financing (AFT), Canadian Anti-Spam Legislation (CASL), Privacy, CU Market Code of Conduct, Deposit and Lending compliance,
Assist in research related to compliance business area,
Work in Adobe Acrobat, MS Office 365 applications, SharePoint, and website administration.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

Minimum 2 years’ experience in the credit union or co-operative system providing operational support in the areas of Deposit and/or Lending compliance.
Understand Anti-Money Laundering (AML) and Terrorist Financing (ATF), Canadian Anti-Spam Legislation (CASL), Privacy, and CU Market Code of Conduct.
A Canadian AML, ATF or other regulatory compliance or risk management designation would be beneficial.
Exceptional communication, interpersonal and organizational skills; you will build trusting relationships with credit union management and deliver excellent client experience.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, Healthcare Spending Allowance, Wellness Program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by March 11, 2024. We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Risk Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

About The Role

This is an opportunity to support senior management with all aspects of risk management, risk governance and strategic risk initiatives at FNBC. You will assist the CRO with the development and maintenance of risk management frameworks, policies and strategies ensuring they are aligned with the Bank’s risk appetite. You will analyze, monitor and report on business unit risks; and liaise and maintain relationships.

About You:

• University degree in Risk Management, Business, Finance, Internal Audit or a related discipline which complements risk management and business
• 3-5 years’ or job-related experience or an equivalent combination of education, experience, and learning, preferably in a federally regulated financial institution
• Remain current and maintain a strong understanding of risk management best practices and industry standards
• Be accountable for compliance with applicable legislation and regulatory requirements
• Knowledge of risk management tools (i.e., Resolver)
• Knowledge of Microsoft Office suite (i.e., Power Point, Excel, Word)
• Analytical skills, planning and organizational skills, interpersonal skills

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Digital & Banking Services Manager

National Consulting Limited (NCL) is actively seeking an experienced professional to lead the delivery and oversight of digital and core banking services and technology solutions, for credit union clients nationwide in Canada.

The Job
The successful candidate must be able to work independently as this is a remote (work-from-home) position. Key responsibility areas of the position include:

Manage contractual arrangements and relationships with external vendors and the client base
Negotiate contracts to take advantage of bulk purchasing for participating credit unions
Ensure that NCL’s service offering and solutions evolve and enhance credit unions’ market competitiveness
Relationship management with credit unions, system partners, and vendors
Develop and maintain strategic partnerships
Advocate for credit union business needs for product and service development initiatives

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate
The ideal candidate will possess:

Minimum 5 years’ experience in the credit union or co-operative system
An undergraduate degree in Commerce, Business Administration, Computer Sciences, or related field
Strong interpersonal and negotiation skills
Exceptional communication, organizational and facilitation skills
Knowledge of host banking systems and digital banking services and their application to the technology used by credit unions
Ability to prepare strategic and operational plans for product lines to meet targets and budgets, and align with the overall business strategy
Proficient in all aspects of Microsoft 365 software.

The Compensation
NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, and a Healthcare Spending Allowance, Wellness Program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by February 14, 2024.We appreciate the interest of all applicants; however only those under consideration will be contacted.

President and Chief Executive Officer

POSITION: President and Chief Executive Officer (CEO)

LOCATION: Hamilton, Ontario

REPORTING RELATIONSHIP: Board of Directors

DIRECT REPORTS: Five

WEBSITE: https://www.hmecu.com

THE OPPORTUNITY:

Are you ready to make your mark as a transformative leader in the credit union sector? Our client, Healthcare and Municipal Employees’ Credit Union (HMECU) is looking for a new President and CEO, to lead the organization through strategic innovation that cultivates a culture of inclusivity and teamwork leading to growth.

As the CEO, you’ll be forward-thinking, influencing the strategic direction and working alongside your key stakeholders to grow the business. This is more than a job; it’s an opportunity to:

Be a visionary leader, steering HMECU towards unprecedented
Ensure operational excellence by being involved and modeling
Work in partnership with a passionate senior leadership team to implement winning strategies.
Build relationships with multiple stakeholders and be recognized as an influential leader within the credit union system and the HMECU community.

WHAT WE ARE LOOKING FOR:

A minimum of ten years’ progressive leadership experience with notable accomplishments in operations and stakeholder management, preferably within a unionized environment.
A minimum of two years’ experience working collaboratively with a Board of Directors
Proven leadership track record – being transparent, creative, genuine, a bridge builder, empathic and motivating.
Ability to effectively delegate while being hands-on, when necessary.
Several years’ profitable ‘P & L’ experience, for a business unit/company.
Previous experience working with Financial Services Regulatory Authority of Ontario (FSRA) and competent knowledge of regulatory landscape to ensure compliance within industry standards.
Demonstrated achievement in driving, leading, and managing organizational change, through trust building and unwavering credibility.
Ability to cultivate a positive and united team culture that is aligned with the HMECU vision, mission and values.
An established reputation for community engagement and involvement.
Minimum university degree in business and/or an advanced degree in a related field. MBA, or equivalent experience, preferred.

REQUIRED LEADERSHIP SKILLS:

Strategic Innovator: Develops thoughtful plans and strategies while creating an environment where creativity and innovation thrive. Creating an incubator for the development of groundbreaking solutions and a competitive advantage that will positively influence long-term profitability.

Authentic Collaborator: Fostering a diverse, inclusive, and empowering environment, adapting leadership style to unlock individual potential, promoting personal growth, and building trust while facilitating cross-functional relationships.

Stakeholder Engagement: Exemplifies expert relationship-building with key stakeholders, skillfully navigating conflicts, influencing decisions, and remaining adaptable to changing circumstances. Conveys information with unparalleled expertise, cultivating positive relationships, and actively involving stakeholders in decision-making processes.

Financial Acuity: Understands the credit union business and environment and drives profitable growth while in compliance with FSRA. Proficiently identifies and assesses risk when recommending new products, services, processes, and strategies.

Caring: At HMECU we value diversity – in lived experiences, backgrounds, and in expertise. The culture is one of caring and support and we are looking for someone who is not only strong in their own aptitudes but also cares deeply about supporting the growth of others.

COMPANY BACKGROUND

Healthcare and Municipal Employees’ Credit Union is one of the oldest and most respected Credit Unions in Ontario. For over 85 years, HMECU has prided itself on exceptional member service, commitment to the communities that it serves and to its dedicated team of 32 employees. Currently they have branch locations in Hamilton (unionized), Burlington and Brantford.

COMPENSATION

Compensation will be commensurate with background and experience and will include a base salary, both short term and long-term incentives, and a comprehensive benefits package.

CONTACT

Qualified individuals are invited to apply with their résumé and a cover letter, by February 16, 2024. Please click on the following link:

CLICK HERE TO APPLY

Questions about this opportunity may be directed to Manie Walker at recruitment@satoriconsultinginc.ca or 905.599.8433 (talk/text)

ACCOMMODATIONS

If you require accommodation during the application or interview process, please advise us as soon as possible, so appropriate arrangements can be made.

Satori Consulting Inc. thanks all those who apply; however, only candidates considered for an interview will be contacted.

Commercial Banking Analyst

WE’RE HIRING!

Commercial Banking Analyst

Full-Time Permanent

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About The Role

The Commercial Banking Analyst is accountable for providing support to Commercial Account Managers in the risk management of customers; preparing competitive credit package with a high quality of risk assessment, due diligence and credit presentation; understanding pricing models and applying them effectively; identifying business opportunities amongst existing customers; while adhering to the Bank’s guidelines, policies and procedures.

Here’s what you’ll be doing

Structure and package competitive solutions to assist the Commercial team to meet customer needs in a timely manner
Maximize profitability ensuring that FNBC pricing guidelines are utilized and threshold is met/exceeded with each
Support the Commercial Banking team in identifying business opportunities amongst existing customers
Develop and maintain an understanding of pricing models/concepts and apply them effectively
Support the Commercial Banking team in identifying business opportunities amongst existing customers
Support the Commercial Banking team in competitive credit packages in the CB segment in a timely manner
Write credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
Make recommendations on credit decisions to VP Commercial Banking
Use Bank guidelines and systems to effectively minimize time spent/writing/monitoring credit while maintaining credit quality (risk assessment, due diligence, etc.)
Renew credits in a timely manner, meeting targets for expired credits
Monitor and control the portfolio and provide feedback to the VP Commercial Banking on any accounts that are outside guidelines and/or assigned limits and conditions
Be knowledgeable of and comply with Bank and Industry Codes of Conduct

You must have:

Experience related to business lending, financial analysis and administration
Post-secondary education in business (BComm, MBA)
High proficiency with software programs (Excel and MS Word)
Analytical with ability to pay close attention to detail and prioritize work routine
Highly motivated and enthusiastic self-starter who takes an outgoing and enthusiastic approach to their work
Ability to adjust to changing work priorities and meet time sensitive deadlines
Highly adaptable, professional and efficient
A strong desire to learn, grow and succeed

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Lending Service Representative

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

The Opportunity:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Earl Grey Branch. Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for cross selling the full range of Credit Union products.

The ideal candidate will possess the following qualifications:

2-4+ years of experience in consumer, agricultural, and/or commercial lending.
One year of related post-secondary education. (a combination of education and experience will be considered)
Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
Proven success working in a client (member) service and goal-oriented environment.
Highly motivated with excellent interpersonal, communication, and time management skills.
A demonstrated commitment to ongoing professional development.

The Incentives:

Competitive compensation plan, including Variable Incentive Pay
Comprehensive benefits package, plus a 7% matched pension
Career Development & Advancement Opportunities
Work/Life balance with paid vacation, sick leave and family leave

About our Credit Union:

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

The Community:

Located approximately 70km north of Regina, the village of Earl Grey is a small farming community with several local amenities and activities to keep you busy year-round. The community boasts a ballpark, curling rink, skating rink, community hall, library, and several local businesses. The community of Southey, just 10 minutes to the east, provides many of the required services such as a K to 12 school, shopping, Health Center, RCMP, groceries and gas station.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before February 7, 2024 via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

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

Contact Centre Advisor

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Contact Centre Advisor is responsible for building, maintaining, and deepening relationships with members who are on default portfolio through interactions by phone, online or email in an enthusiastic and proactive member focused manner. This role is responsible for delivering an advice-based experience to our members by understanding their financial needs and goals and subsequently recommending member solutions for all their personal banking needs. They must be well informed of every product and service offered and know how to educate and resolve the members’ needs and be an expert at introducing members who qualify for Advisory Services. This role works closely with the advisory team to ensure that members’ needs are met, and referrals are taking place.

This role is a full-time position located in the Beaumont branch.

Job Duties:

Use your strong advice and relationship building skills to engage existing members to enhance member participation levels using:
- Monthly contact plan based on maturities and lead lists.
- Establish a methodical approach to member calls.
- Document in the RMA tool all member conversations for consistency.
- Deal with member needs and problems quickly and effectively.
- Educate members on why members should consider ABCU for their financial needs.
- Identify and sell products and services that benefit the member.
Provide a holistic approach to understanding members’ financial goals and needs.
Build and develop relationships with members with the objective of moving them onto a managed portfolio.
- Master the wealth and commercial product suite and seek every opportunity to refer to Investment Specialist/CSI Investment Advisor and commercial services.
- Administer and grant consumer loans, line of credit and overdrafts within established limits or recommend for approval to credit risk management.
- Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records.
- Normal judgment and decision making are required in choosing among a wide variety of guidelines.

Qualifications

Minimum of 2-3 years’ of job-related experience.
Post-secondary education required.
A combination of post-secondary education and work experience will be considered.
Comfort and ability to work with a high paced contact center environment.
Have a passion for detail/accuracy.
Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
Comfort in working within a high Member Engagement Role.

Interested candidates please provide a cover letter, salary expectations and resume to Human Resources at myhr@abcu. ca

ABCU thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: February 12, 2024