Lending Support Administrator – Retail and Commercial (2) positions

WE’RE HIRING!
Lending Support Administrator – 2 Positions (Retail and Commercial)
Permanent Full‐time

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
As a Lending Support Administrator, you will be an integral part of our Operations team, which supports the branch staff from behind the scenes. This is a high‐paced position which includes time sensitive deadlines, large dollar transactions and attention to detail. This is a permanent full‐time opportunity and can be based out of our Saskatoon office, which is located on First Nations land, however, remote work options are available.

Here’s what you will be doing:
• Research and resolve operational and credit related issues and service requests
• Liaise with third party providers such as but not limited to CMHC, Web Equity, CRM and individual Law Firms and Insurance providers
• Administer and review the accuracy of all security and loan parameters on DNA
• Provide accurate and detailed security administration for the bank’s commercial or retail lending portfolio, including the preparation, registration, discharge, renewal and overall management of the security for all commercial credit
• Preparation and dispatch of solicitor’s instruction packages
• Fund and payout commercial or retail loans as required
• Understand and apply back‐office credit operating policies and procedures, providing or creating updates to credit lending manuals and back‐office procedures as required
• Provide suggestions for improvement in processes
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct and Ethics and with Security Laws and Regulations
• Maintain the highest level of confidentiality
• Contribute to a positive work environment and to the success of the team by openly assisting others and sharing of knowledge and expertise
• Participate in special projects/assignments; perform other duties as required
• Support Operations and branch staff by performing sundry duties as assigned

What we are looking for:
• Post‐secondary education in business is preferred
• Previous experience working in a financial institution
• Four (4) years’ experience working in a lending or lending support role
• Strong analytical skills
• Proficient in learning new software applications
• Able to prioritize daily workload
• Confident self‐starter able to work independently
• Acceptable criminal record and credit checks

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 until September 20, 2024.

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

VP of Lending Services

About Us

Churchbridge Credit Union is a full service, member owned, two branch financial institution.  We serve the communities of Churchbridge, Langenburg, MacNutt, Bredenbury and surrounding areas.  Our communities are centered around agriculture and potash mining.  We are located near the Manitoba border in central Saskatchewan.

At Churchbridge Credit Union, we are committed to providing exceptional financial services to our members.  As a community focused organization, we pride ourselves on our dedication to member satisfaction and community growth.

We are seeking a dynamic and experienced VP of Lending Services to join our executive leadership team.

Position Overview

As the VP of Lending Services, you will be responsible for overseeing all aspects of our lending services department.  You will lead a team of professionals to ensure the delivery of high-quality lending services to our members while achieving the credit union’s financial goals.  Your strategic vision and leadership will be critical in continuing to grow our lending portfolio and expanding our market presence.

Key Responsibility Areas

  • Oversees the credit union’s lending services portfolio, ensuring all activities comply with sound business practices, legislation, regulations and policies and procedures.
  • Develops and implements operating plan and budgets for lending services department.
  • Analyzes lending performance trends to identify opportunities for growth and improvement.
  • Monitor and manage the credit union’s loan portfolio to ensure optimal performance and risk management.
  • Lead, mentor and develop a high performing lending team, fostering a culture of excellence and member centered service.
  • Collaborates with other executive team members to develop and execute strategic initiatives.
  • Maintains strong relationships with members, partners and industry professionals.
  • Proposes and recommends updates to policies and procedures for enhance the efficiency and effectiveness of Lending Services.
  • Keeps informed of industry and competitive trends that impact the business, maintaining thorough knowledge to inform department and strategic decisions.

 Qualifications

  • Post-Secondary education in in related field plus 5 – 7 years of job-related experience, or an equivalent combination of education and experience.
  • Knowledge and experience in all areas of a lending portfolio.
  • Proven track record of success in developing and executing lending strategies.
  • Demonstrated ability to coach, lead and mentor staff.
  • Extensive experience in sales and building and maintaining strong relationships.
  • Knowledge and understanding of credit union operations is preferred.

We offer a comprehensive total rewards package, including group benefits, pension contributions and professional development opportunities for career growth.

This is an excellent opportunity for a community-minded individual to be a part of a successful and growing organization.

If you are interested in this position, please submit your cover letter and resume to Laurie Smith at creditunioncareers@outlook.com.

We thank all applicants; however, only those who are short-listed will be contacted.

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 to working with and delivering exceptional service to our membership, including 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 one to four years of job-related experience, or an equivalent combination of education and experience
  • 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
  • Mutual Fund Accreditation or successful completion of accreditation may be required within 3 months of hire

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

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 July 4, 2024, referencing competition #243604 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

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 to working with and delivering exceptional service to our membership, including 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
  • 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
  • Mutual Fund Accreditation or successful completion of accreditation, or licensed within 3 months of hire

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 June 23, 2024, referencing competition #243102 in the subject line.

More details:

  • Status: Permanent, full-time
  • Hours: 37.5 hours weekly. Requires ability to work a Saturday rotation schedule, and flexibility to work outside regular hours for travel, events, and member meetings.
  • Salary: $60,000 to $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

Credit Adjudicator

The Position:

The Credit Adjudicator is a motivated, career-minded Credit Adjudicator responsible for evaluating and approving credit applications which exceed lender’s or branch limits. Additional responsibilities will include assistance in developing and implementation of credit policies and procedures as well as assisting our training department with lender focused training. Assist with special projects, and new business development tools and programs as required. Provide advice and direction to lenders and credit analyst regarding the analysis, structuring and negotiation of credit applications and related documentation.

Under executive direction, reporting to the Senior Vice President of Credit, the Credit Adjudicator will evaluate and approve credit applications within designated limits. Credit applications which exceed the credit adjudicator limits will be submitted to the Senor Vice President of Credit and/or Credit Committee. The position is responsible for ensuring that the approved applications meet acceptable risk requirements and provide a reasonable, risk‐based return on investment, in accordance with prudent lending practice, corporate lending policy, as well as regulatory and legislative requirements.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

  • Seven to nine years of job-related experience is required for this complex position.
  • Excellent critical analysis and decision-making skills are essential for success in this role. In addition, excellent oral and written communication, high attention to technical detail and proven ability to work effectively in a time sensitive and team environment is necessary for this position.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager, located in Regina.

As the Financial Services Relationship Manager you will be….

Responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Providing lending products including personal and mortgage loans.
  • Providing deposit products such as GIC and RRSP.
  • Managing a growing portfolio of relationships.
  • Providing a holistic approach to services.
  • Developing business through community involvement and networking opportunities.
  • Positively influencing member acceptance of a technology driven approach to banking services.
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

As the Financial Services Relationship Manager you are ….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services.
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development.
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity.
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, April 8, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca

Branch Manager

We invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As the Branch Manager at our Downtown Branch, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency and deliver on the SASCU Member Experience. The Branch Manager will coach the sales team to achieve results and implement SASCU’s sales and advice strategy and tactics. The Branch Manager will develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.

What you’ll do:

  • Coach the branch team on branch objectives/goals and ensure teamwork to achieve the desired results.
  • Ensure effective use of campaigns to support achieving annual financial targets.
  • Build relationships with internal partners and keep informed of local market activities to support other business goals.
  • Implement SASCU service standards, processes, and plans.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs and resolve concerns.
  • Ensure strong and open channel of communication and collaboration within the branch team and across SASCU departments and subsidiaries.
  • Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Make staffing decisions (hiring, promotion, and corrective action) and participate in decisions made by the Manager, Member Experience to leverage the talents of the branch team.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.
  • Manage and assigned portfolio of members, servicing their investing, lending, and general banking needs.

What you’ll bring:

  • Seven to ten years of financial industry experience, including at least three years at the leadership level.
  • Mutual funds license or willing to be licensed within a three-month period.
  • A degree or diploma in Business Administration is preferred.
  • Access to transportation and willingness to travel within the SASCU community.

You’re perfect for this role if you:

  • Demonstrate a results orientation in both sales and service.
  • Have an aptitude for business development and relationship building.
  • Possess excellent communication and interpersonal skills.

We invest in our employees by offering:

  • A competitive base salary ($93,200 – $116,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

 

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

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