Occupation Types: Lending – Retail

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

Financial Services Officer (FSO) – Ottawa, Ontario

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

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

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

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

Key Accountabilities and Duties:

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

Our Ideal Candidate:

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

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

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

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

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

Financial Services Officer (FSO) – London, Ontario

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

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

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

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

Key Accountabilities and Duties:

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

Our Ideal Candidate:

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

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

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

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

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

Mobile Mortgage Specialist

Closes October 17

Saskatoon, SK and surrounding area (ability to work remotely from home office)

Annual Salary: Approx. $90,000+
*Compensation structure is a commission-based salary with greater earning potential. Finalized compensation structure will be communicated during interview process.

 

The Mobile Mortgage Specialist will promote and maximize the development and growth of a residential mortgage portfolio for Innovation Federal Credit Union in and around Saskatoon! This position provides high quality advice on loan options, terms, and conditions, and helps members understand and evaluate their options.

WIIFY (what’s in it for you):

  • Competitive compensation
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What will you do?

  • Craft and implement comprehensive mortgage acquisition strategies aligned with our member needs.
  • Grow your network and create lasting connections with realtors, brokers, and others who will refer opportunities back to you.
  • Develop solutions and make recommendations based on an understanding of the members’ needs and business strategy.
  • Be an independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market.
  • Leverage existing relationships to demonstrate a strong understanding of the market and be able to translate those relationships into results.
  • Foster community interaction and engagement through effective communication and relationship-building.
  • Have the flexibility to meet your member’s lifestyle when and where it is convenient for them.

Some things that would impress us:

  • Completion of some post-secondary education in Commerce, Business Administration, or a related discipline is preferred but not required.
  • Two years’ mortgage lending experience and/or three years’ consumer lending and underwriting (or an equivalent combination of education and experience).
  • Ability to analyze financial data, credit reports, and property values in order to evaluate eligibility, risk factors, and affordability.
  • Excellent customer service and attention to detail skills to guide members through the mortgage process, addressing inquiries, explaining options, and ensuring satisfaction. Building trust and rapport is essential.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

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

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