Occupation Types: Lending – Retail

Branch Business/Ag Advisor (Business & Agricultural Lender)

Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals. 

As a Branch Business/Ag Advisor, your focus is on Synergy’s business and agriculture clients (“members”). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.

The ideal candidate will be ambitious, influential, and organized. You have broad lending experience with a desire to focus in the business and ag space. You will partner with ag and business members at the branch level, providing commercial, agricultural, and consumer lending advice as well as account, investment, and estate planning solutions. The role collaborates with the Business & Ag Financial Centre and the Wealth Team when required to meet the broader and more involved financial needs of these valued members.

You are responsible for:

  • Meeting with members to understand their business goals and advise on lending and other financial solutions,
  • Identifying opportunities to successfully meet members’ needs, planting seeds for future products and services, and following up in a timely manner,
  • Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,
  • Granting credit and managing a portfolio of members,
  • Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,
  • Collaborating with internal teams to deliver strong results for clients, and
  • Completing activities aligned with legislation and Synergy’s policies and procedures.

Your Experience:

  • You have a related post-secondary education (i.e., a Diploma or Degree) with seven years of related experience,
  • You are competent in all areas of Consumer, Business and Agricultural lending,
  • Previous experience in sales while working with goals, strong closing and referral techniques, and pipeline development,
  • Strong relationship and business development skills conducive to creating and maintaining a sales pipeline,
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.

*Even if you don’t meet every requirement, we encourage you to apply. There may be an opportunity to develop into the full expectations of the role. We’re committed to supporting your ongoing learning and development.

Submit your cover letter and resume to careers@synergycu.ca by end of day on Wednesday, March 19th, referencing competition #252501 in the subject line.

More details:

  • Term: Permanent, full-time
  • Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Must have the flexibility to work outside regular hours for travel, events, and member meetings.
  • Location: The role is based out of Neilburg and will be required to travel to Marsden as required. Travel is a requirement; successful candidate must have access to reliable transportation.

What do we offer?

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

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 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 8th 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.

 

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

 

Senior Lending Officer

Position Overview: We are seeking a highly experienced Senior Lending Officer to join our dynamic team. The ideal candidate will have a strong background in lending, credit analysis, and relationship management. As a Senior Lending Officer, you will be responsible for managing a portfolio of clients, driving loan origination, and ensuring the timely and accurate processing of lending applications. You will also provide leadership and mentoring to junior lending staff and collaborate across departments to meet the organization’s growth goals.

Key Responsibilities:

  • Participate in loan origination, structuring, and approval processes for a variety of lending products.
  • Manage a portfolio of clients, ensuring high levels of customer satisfaction and retention.
  • Assess client financial conditions and recommend appropriate lending solutions.
  • Conduct thorough credit analysis, risk assessments, and due diligence on loan applications.
  • Ensure compliance with regulatory guidelines, company policies, and industry standards throughout the loan process.
  • Provide expert guidance and leadership to junior lending officers and support teams.
  • Develop and maintain relationships with clients, business partners, and industry stakeholders.
  • Collaborate with internal teams to facilitate smooth loan processing.
  • Assist in setting and achieving departmental goals, driving overall business growth.

Qualifications:

  • Bachelor’s degree in finance, Business, Economics, or a related field-not necessary but preferred.
  • Minimum of 7+ years of experience in lending, preferably with a focus on commercial, agriculture, personal, or mortgage lending.
  • Strong understanding of credit analysis, financial statement review, and loan structuring.
  • Proven experience in managing a portfolio and maintaining client relationships.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to lead teams, mentor junior staff, and collaborate effectively with cross-functional departments.
  • In-depth knowledge of lending regulations, industry standards, and compliance requirements.
  • Strong problem-solving skills and attention to detail.

Preferred Skills:

  • Experience working with a diverse range of lending products and client segments.
  • Familiarity with loan software and customer relationship management tools.
  • Advanced proficiency in Microsoft Office Suite, especially Excel.
  • Ability to thrive in a fast-paced, results-driven environment.

Compensation:

  • Competitive salary based on experience.
  • Performance-based incentives.
  • Comprehensive benefits package including health, dental, vision, and retirement plans.

How to Apply: If you are an experienced lending professional ready to take on a senior role with significant responsibility and opportunities for growth, we encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience to pam.ristau@sandhillscu.com.

Sandhills Credit Union is an equal opportunity employer and values diversity in the workplace. We encourage all qualified individuals to apply.

Application Deadline: March 14, 2025.

 

Manager, Service

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 curious, courageous, confident 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 and business-minded individual to come on board as our Manager, Service within our Member Contact Centre in Regina. You will be responsible for leading a group of inbound team leaders to support and provide the delivery of services to meet our members needs through a virtual channel.

How you’ll be spending your time

  • Leading and coaching a team of direct reports to maximize operations performance and member experience
  •  Ensuring your team delivers financial service solutions that comply with both industry and operational policies, compliance requirements and legislation, while working towards strategic objectives
  •  Building and maintaining relationships with internal partners and external providers
  •  Promoting an environment that continually seeks and identifies opportunities for improvements
  •  Contributing to the development of the team business plan, supporting the development of the department business plan, and executing strategies to meet organizational goals

The way people describe you

  • You are comfortable leading others, and are passionate about empowering your team
  • You are an excellent communicator who develops, fosters, and retains strong relationships with all business lines
  • You listen with patience, and take time to see challenges from all perspectives
  • You are a strategic thinker who looks for solutions in unexpected places
  • You are a team player, who loves to collaborate and cultivate strong relationships
  • You act with integrity and honesty in everything you do
  • You are open-minded, approachable, and nurturing to your team
  • You are innovative by nature, and willing to explore new ideas to achieve desired outcomes
  • You are proactive and results-driven

The experience you bring

  • 3 to 5 years of formal leadership experience
  • Relevant post-secondary education
  • Knowledge and experience to coach retail and small business Contact Centre leadership teams
  • Experience with managing telephony platforms or inbound call center’s

Salary Range:

$86,250 – $123,220 with 15% Short Term Incentive Target

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.

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 March 9, 2025 so apply now! If you have questions about this position, please contact Toni Demorest at jobs@conexus.ca.

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 of Lending Administration

Manager of Lending Administration

We are seeking an experienced, detail-oriented, and results-driven Manager of Lending Administration to lead our Lending Administration team at Biggar & District Credit Union. The role will involve overseeing a team of lending administrative professionals, ensuring efficient and accurate administrative support for our loan operations. The ideal candidate will have a strong background in administrative functions, with a solid managerial skill set. An understanding of lending processes and regulations will be an asset.

As the Manager of Lending Administration, you will be responsible for providing leadership, direction, and training to ensure that all loan documentation, records, and administrative functions are managed effectively. This role will work closely with the VP of Credit Services and play a key role in streamlining lending operations to provide exceptional service to our members.

Your Key Responsibilities will be:

  • Team Leadership & Management: Supervise, train, and support a team of lending administrative staff, fostering a collaborative and productive work environment.
  • Administrative Oversight: Oversee all aspects of lending documentation and compliance, ensuring that loan files are complete, accurate, and processed in a timely manner.
  • Process Improvement: Continuously evaluate and improve administrative processes, workflows, and systems to increase efficiency and ensure adherence to credit union policies and regulations.
  • Collaboration: Work closely with the VP of Credit Services and others in the lending department to ensure alignment in lending operations and to address any issues related to lending support.
  • Compliance & Risk Management: Ensure all loan administration practices meet regulatory requirements, internal policies, and industry standards.
  • Member Experience: Assist in providing a seamless and positive member experience by addressing administrative issues promptly.
  • Reporting & Documentation: Maintain accurate reports and documentation for auditing and regulatory purposes.

Qualifications:

One-year post-secondary education plus four to six years of job-related experience or an equivalent combination of education and experience.

Skills:

    • Excellent leadership and team management skills.
    • Exceptional organizational and time-management abilities.
    • Ability to analyze and improve business processes.
    • Strong communication and interpersonal skills, with the ability to work cross-functionally.
    • Detail-oriented with a focus on accuracy and compliance.

Why work here? We offer a very competitive compensation structure, 8% matched superannuation, and comprehensive group benefits, with a Health Care Spending Allowance. You would work with a committed team in a challenging, rewarding, and fun environment. Our workplace offers opportunity for advancement, all-expense-paid continuing education, valuable networking in the credit union/cooperative system, and ongoing personal and professional development.

Biggar & District Credit Union is a growing, autonomous, full-service financial institution. Our organization has branches and insurance agencies in Biggar, Landis and Perdue, and an accounting firm in Biggar. Located 90 km west of Saskatoon, and 90 km south of North Battleford, Biggar is a progressive, family-oriented community of approximately 2,200 citizens, offering a hospital, parks, sports, arts, and two school divisions; its economy is mainly focused on agriculture.

Biggar & District Credit Union proudly supports the communities we serve, and it is our people that make this happen. If you would like to be part of our team, please submit your resume to: humanresources@biggarcu.ca.

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

Associate Manager, Lending Compliance

National Consulting Limited is looking for a lending expert to advise credit unions in the area of lending compliance and business requirements for the lending forms and related material. This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and develop procedures for credit unions. 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. In addition to lending compliance advisory services, this role participates in the delivery of lending 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, or a related discipline.
  • Minimum 5 years’ lending experience in a credit union.
  • Solid understanding of all areas of lending (consumer, commercial, agriculture, mortgage).
  • Advance working knowledge of legislation affecting lending functions in credit unions.
  • Project Management skills.
  • Knowledge of financial systems and technology used by credit unions.
  • 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, 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, by Monday, December 2, 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.

 

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

Senior Manager Retail Credit

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? Do you have experience leading retail lending operations, managing centralized adjudication processes, and overseeing collections? Are you skilled in balancing operational efficiency with regulatory compliance?  If so, this may be the opportunity for you!

We’re seeking an experienced professional to join our team as our Senior Manager Retail Credit. As Senior Manager Retail Credit, you’ll be responsible for overseeing the operational control of our retail lending portfolio, Centralized Adjudication, and Centralized Collections. This position is key in supporting operational efficiency and ensuring compliance with regulatory and organizational practices, policies, procedures, and risk frameworks.

Some of your key responsibilities will include:

  • Providing ongoing leadership and direction to the retail lending managers, retail lenders and underwriters department to ensure adherence to the credit unions stated risk appetite.
  • Planning, developing and implementing policies, programs and strategies in support of retail lending functions and collections.
  • Providing operational oversight of the retail portfolio and the implementation and compliance with ERM policies and practices.
  • Adjudicating retail credit applications within lending authority and managing the administration of the retail loan portfolio within the framework of credit management policies.

What you’ll bring:

  • Bachelor’s Degree in a related field or a designation requiring 3 to 4 years full-time study
  • Minimum of 8 years progressive leadership experience in the financial services industry with a focus on retail credit, adjudication, and credit risk management
  • Advanced knowledge of retail credit underwriting policies and procedures
  • Advanced knowledge and experience in managing retail credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
  • Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
  • Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
  • Strong experience in policy and procedure administration, internal controls and auditing systems
  • Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
  • Working knowledge of information technology best practices and the ability to keep abreast of new technologies
  • Knowledge of current legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
  • Knowledge of human resource policies, practices and union contract interpretation and application
  • The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
  • The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
  • The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
  • The ability to inspire a sense of direction and shared purpose for employees

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $103K – $129K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care & Personal spending account
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first

If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

KOOTENAY SAVINGS CREDIT UNION

We are the region’s leading credit union with over $1.6 billion in assets, over 30,000 members and over 200 employees. Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the East & West Kootenays offering retail and commercial banking services. We’re community-minded, we donate back to the community, support local non-profits, and provide sponsorships and bursaries for students to help them grow. It’s part of who we are as Kootenay Savings Credit Union and, together as a team, we can make a real difference. For more information about Kootenay Savings, please visit kscu.com. For more information about the Kootenay regions, please visit imaginekootenay.com.

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date:  Open until filled

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

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

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