Occupation Types: Lending – Retail

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. 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.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • Experience working in the financial industry
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds is required; or working towards designation
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
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 October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Manager Lending Support

Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands?  Do you have strong analytical skills with a solution-focus approach?  Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

_____________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Lending Support opportunity available. Reporting to the Vice President Retail Service & Support, the Manager Lending Support is responsible for promoting exceptional member relationships, products, services, and delivery of retail and syndicated lending through administrative support.

Responsibilities:

  • Manage lending products including loan creation, user acceptance testing, deployment, and issue resolution
  • Manage all loan administration processes
  • Provide banking system administration and support in relation to lending products
  • Administer, maintain, monitor, and report on PCCU, federal, and provincial lending programs and assist in the development and technical direction of lending administration programs
  • Oversee the administration of syndicated loan files
  • Coach, develop, mentor, and motivate direct reports
  • Develop and recommend policies and procedures in the lending function and act as a corporate resource on interpretation, application, and implementation
  • Research and develop lending related pricing recommendations
  • Manage the second file check process and report findings
  • Comply with PCCU policies and procedures, and identify opportunities for department/organizational efficiencies

Qualifications:

  • Relevant degree, or a combination of education and experience within the financial services industry
  • Consumer and basic agriculture lending experience preferred
  • Management level experience with an aptitude for team building and providing top-notch customer service
  • Demonstrated analytical and numeric reasonability, with exceptional attention to detail, time management, planning, and organizational skills
  • Excellent interpersonal, oral, and written communication skills
  • Demonstrate integrity, confidentiality, and initiative

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before September 12, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates 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 branch 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, Community Manager, Director, Commercial and Retail Services 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:

Mr. Robert Scoular, 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.

Loans Officer Trainee / Loans Officer / Team Lead

The Credit Union

Prairie Pride Credit Union (PPCU) is a full-service credit union with approximately $130 million in assets and more than 2,500 members with 3 branch locations.  Our branches are located in Southern Saskatchewan in the communities of Alameda, Alida and Gainsborough. PPCU is committed to providing high quality financial solutions to enhance the economic well-being of our members and the community in which we serve. We operate with the vision of Locally Invested, Exceptionally Driven to achieve our mission of being Devoted to People and Communities.

Position

Our Credit Union is actively seeking a Loans Officer Trainee/Loans Officer/Team Lead to join our team.

Based out of the Gainsborough Branch this position is responsible for supporting our members goals and operation related to all lending activities including consumer, agricultural and small business. They are also expected to be a leader in the branch to support a positive work environment.

The primary responsibilities will include:

Promote and maintain active involvement in the community.

Be a leader in the branch to ensure smooth day to day operations.

Conduct interviews with members to identify lending needs.

Perform annual reviews of risk and profitability, identify and monitor trends, and develop risk mitigation strategies.

Develop and maintain relationships with existing and prospective members.

Identify and pursue opportunities to promote credit union products and services, review current portfolios to ensure members have proper financial solutions.

Develop and maintain a thorough knowledge of applicable credit union policies, government legislation as it pertains to lending.

Support team in all areas including deposit transactions.

The Ideal Candidate will have the following qualifications:

Post-secondary education; plus a minimum of four to six years of experience, or an equivalent combination of education and experience. Consideration of Loans Trainee position will be given with the right candidate.

Ability to build and maintain strong relationships with your co-workers and members.  The individual will also have exceptional communication, problem solving and analytical skills.

To apply or for more information please contact:

Darin McNabb, Manager of Lending

Darin.mcnabb@ppcu.ca

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

Relationship Manager

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?__________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • Well-developed organizational and interpersonal skills

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Brett Speight, Vice President Retail Relationships, at 306-882-5595. To apply, please submit an electronic copy of your cover letter and resume on or before August 8, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Loans Financial Service Administrator

Loans Financial Service Administrator

Reports to: VP-Retail Services / Asst VP-Corporate Services
Salary Pay Band: 9 ($38,670 – $51,560)
Last Revised: June 2022

Position Overview
The Summerland & District Credit Union (SDCU) Loans Financial Service Administrator (LFSA) plays an essential
role in support and assistance to Staff & members while providing service excellence and fostering
relationships with their positive attitude and excellent product knowledge. The LFSA understands
the importance of ensuring that lending documentation and processes are completed accurately and in
a timely manner. The successful applicant has a positive and adaptable approach with strong
attention to detail, excellent technology skills, excels in a flexible & fluid work environment,
and has effective relationship building skills both within the organization and externally with
member interactions.

A key function of the role is to ensure an exceptional level of service for staff and members to
enhance the brand of SCU throughout the region as a respected leader of financial solutions.

Key Responsibilities

Service Leadership
Creating value; growing member relationships; learning and development
• Provide lending support as needed, including processing, posting, auditing and verification of loan applications and related documentation to ensure accuracy in computerized loan systems and manual paperwork completion, or other related tasks providing appropriate documentation preparation, correction and processing within appropriate relative risk, legislation and/ or regulations
• Working with all SCU staff, adopt, implement, and maintain the best practices from established practices, procedures, and policies.
• Provide support for Lending departments, as well as other departments or positions as required
• Serve, inform, and educate Members with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Member contact processes, including routine merchant Mastercard inquires, or refer to Merchant Solutions as required
• Maintain loan security for personal loans and assist commercial department with other duties as required

• Keep apprised of changing rules and regulations pertaining to relevant legislation requirements, as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Act as internal auditor for all retail staff’s day work, checking accuracy against banking system and reports; reviews and corrects banking system anomalies identified on BI reports; tracks day work to identify serious errors, misuse, or training needs; reports exceptions to appropriate Manager
• Process all documents received from Retail Services, or other departments, as required
• Administer all applicable registered products, including all reporting
• Monitor and deliver exceptional performance with agreed upon goals; adopt and ensure ongoing personal development.

Member & Community Experience
Building member loyalty; staying informed; building community connections
• Understand and demonstrate commitment to our enterprise-wide Vision, Mission, and Values
• Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
• Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships.

Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
• Maintain and expand technical knowledge of financial products, systems, and services
• Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
• Maintain a positive, responsive, and respectful relationship with peers
• Support staff and encourage collaboration to accomplish common goals
• Expanding knowledge of digital imaging / repository processes to process documents and answer staff queries
• Recognize and celebrate team successes; encourage teamwork and collaboration.

Risk Management
Member confidence; risk/loss mitigation
• Ensure all documentation is prepared and/or executed in accordance with established policies, procedures, and relevant legislation by keeping apprised of changing rules and regulations as well as keeping a current knowledge of all SCU lending, and deposit products and services.
• Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
• Maintain up to date and complete Member files with documentation in hardcopy and/or electronic form as required.
• Expanding knowledge of fraud management processes & anti-money laundering (AML) policies
• Electronic files are maintained utilizing approved software
• Adhere to all policies and procedures to mitigate risk of loss to Summerland Credit Union
• Display confidence and exercise sound judgement in decision making
• Take necessary action on issues or concerns arising from reviews and audits

Skills & Attributes
• Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
• Committed to personal growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
• Instills confidence and trust of others through thoughtful, clear, and open communication
• Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments
• Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
• Organizes work and assignment of tasks to maximize efficiency and responsibilities
• Displays strong awareness of policies, procedures, and practices as they relate to a lending environment to ensure requirements are met and improved as identified
• Understanding and confident ability to deal with lending, deposit, and insurance products
• Demonstrates strong attention to detail and accuracy in completing work and providing information
• Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions

Experience & Education
• Minimum three (3) years in related job experience (financial, retail or hospitality industries)
• Secondary school diploma
• Completion of CUIC Fundamentals of Personal Financial Planning course
• Minimum one-year post-secondary formal education, or equivalent
• Maintain proficiency with developing systems, applications, and productivity programs
• Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Senior/Intermediate Loan Administrator and Accounting Clerk

 

 

Senior/Intermediate Loan Administrator and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This role will be appointed as Loan Administration and Accounting Clerk, or Senior Loan Administration and Accounting Clerk based on qualifications and experience of the candidate.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Senior Accountant with liaison with Supervisor Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Retail Loan Administration involves back-office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

The Senior Loan Administration and Accounting Clerk will coach and provide guidance to Loan Administration and Accounting Clerks and new hires.

As the ideal candidate you will have relevant tertiary education, experience with Microsoft Dynamics NAV or Business Central, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

Dealer Finance Relationship Manager

DEALER FINANCE RELATIONSHIP MANAGER

Rosetown Administration

Are you highly organized with exceptional prioritization abilities to adapt to competing work demands? Do you have strong analytical skills with a solution-focus approach? Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Dealer Finance Relationship Manager opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis and recommendation of Dealer Finance credit. Reporting to the Vice President Credit, the Dealer Finance Relationship Manager will assist in overseeing the Dealer Finance loan portfolio while building positive relationships with customers and providing exceptional service as a first point of contact.

Responsibilities:

  • Assist in managing the Dealer Finance loan portfolio and in achieving loan growth targets as set out by corporate strategy
  • Build and foster strong relationships with the dealer partners to ensure ongoing growth
  • Work collaboratively with dealerships and customers to make recommendations of credit and appropriate solutions, based on the customer needs
  • Complete financial analysis (commercial, agriculture, and consumer) for vehicle loans
  • Maintain open, two-way communication with internal stakeholders to determine the best solution for the customer
  • Identify problem accounts and work with customers to find an appropriate solution
  • Perform collections on all defaulted accounts, in accordance with corporate policies and procedures
  • Flexible work hours are required, including rotational coverage for Saturdays

Qualifications:

  • Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
  • Experience interpreting financial statements
  • Strong analytical skills with attention to detail
  • Ability to prioritize work requirements to meet deadlines and work within time constraints
  • Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
  • Ability to work both independently and as part of a team

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Dallas McDonald, Vice President Credit, at 306-882-5575. To apply, please submit an electronic copy of your cover letter and resume on or before Friday, June 10th, 2022, to: Cara.Nisbet@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

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