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.

Financial Services Advisors

Financial Services Advisors – Yorkton and Indian Head Branches

Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton and Indian Head branches of Cornerstone Credit Union!

As a Financial Services Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!

Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. Position located in Yorkton is an in-scope position and union membership is required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

Manager Credit

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service. This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the Chief Risk Officer and, as a member of the executive team, you will be responsible for providing overall management, direction and coordination of processes and frameworks that support retail and commercial activities specific to credit risk management and collections. You will contribute to the development of corporate strategies and policies, identify short and long term objectives, and contribute to the design and development of policies and programs for retail and commercial credit operations. You will develop and implement credit granting policies and procedures and develop new lending products and services; prepare various loan reports; review internal and external loan audit reviews. You will be responsible for retail and commercial centralized lending administration and collection activities; ensure policies and procedures comply with sound business practices, legislation and regulations. You will identify risk issues and ensure processes are in place to effectively identify and manage risk; ensure processes are in place to identify and manage delinquent accounts; and approve loans within delegated approval limits.

You will provide leadership and coaching to the credit support team. You will support the creation of an Enhanced Service Commitment by encouraging their team to professionally demonstrate BVCU’s Enhanced Service Commitment by efficiently providing support to the branches, establish and maintain strong staff relationships, work as a member of the team, and set a personal example of service and professionalism.

Qualifications

The successful candidate will have a minimum of a secondary school diploma plus 5-7 years of management experience in the financial services industry, preferably with a credit union is required. This background will bring 7-9 years of in-depth knowledge in the areas of retail and commercial lending. An individual with experience plus education and/or training may also be considered.

Bulkley Valley Credit Union has a competitive compensation package including an attractive base salary of $88,824 – $111,030 and an excellent benefit and pension package.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can232.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley/Posting  or directly to:

Jana Lukasek, CEO

jlukasek@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Credit Advisor

An exciting opportunity exists, for an experienced Credit Advisor to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Exciting opportunities exist to join our team, ABCU is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.

The Credit Advisor is a key member of the member experience team. The primary responsibility of this role is to actively manage and provide credit advice to the credit members who deal with ABCU for their borrowing needs. Additional responsibilities include engagement activities to retain and consolidate existing members’ business to the Credit Union and attract new credit member growth. This position works closely with the Credit Associate, Contact Centre, Branch staff and Risk Management. The role requires expert knowledge of credit products and the ability to negotiate rates and fees in the best interest of the credit union.

Experience Required

  • Post-secondary degree or diploma required.
  • Comfort and ability to work with an elevated level of detail/accuracy.
  • This is a self-managed role.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • The ability to work efficiently without sacrificing accuracy is essential.
  • Six to ten years of job-related/industry experience.
  • Completion of the Personal Lending and Mortgages Course (PLM) offered through Canadian Securities Institute.
  • Completion of the Personal Financial Services Advice (PFSA) offered through Canadian Securities Institute.
  • Completion of CUIC General Studies Program preferred or working towards (may be waived depending upon position).
  • A combination of post-secondary education and work experience will be considered.

Interested candidates please provide a cover letter, salary expectations and resume to:

Ms. Shannon Miller, ABCU Credit Union

general@abcu.ca

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

Closing date: this position will remain vacant until a suitable candidate is identified.

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

Relationship Development Manager

Are you committed to helping others and providing exceptional service? Are you a confident, energetic team player?  Are you looking to grow and develop your career? Do you want to work with a great team who supports you every step of the way?

We are seeking a full-time Relationship Development Manager based in Maple Creek with travel throughout the trading area.  Reporting to the Manager of Lending, you will be responsible for building relationships with existing and potential members and supporting their financial success by delivering lending and financial solutions for consumer, agricultural and commercial borrowers.

To make this team, credit union and lending experience are assets, but not required.  The ideal candidate with have some background knowledge in agriculture and/or business, be comfortable talking with people and a strong desire to provide outstanding service.

There is opportunity for personal and professional growth by being part of this strong, supportive team.

You will be part of a community minded organization that gives back to our communities and supports staff who are interested in getting involved.

We offer competitive compensation including profit share, 6% matched superannuation, and comprehensive group benefits.  We encourage our staff to have a balanced lifestyle.

Maple Creek is the main branch of Cypress Credit Union.  Located in southwestern Saskatchewan, Maple Creek offers a strong business core, food, culture and recreation.  The nearby Cypress Hills Interprovincial Park is ranked as one of the top parks in the province.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before January 16, via email or mail to:

 

Cypress Credit Union Limited

Box 1060

Maple Creek, SK S0N 1N0

Attn: Larry Carnegie, Manager of Lending

Larry.carnegie@cypress.cu.sk.ca

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

 

 

 

 

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

  • working knowledge of CHMC and Sagen guidelines
  • a deep understanding of local markets and client base
  • strong working relationships with realtors, home builders and centers of influence
  • a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
  • a self-motivated individual with an aggressive sales and service attitude
  • will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

~When applying, please select the posting directly related to the area you are interested in working from

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