Occupation Types: Lending – Retail

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.

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.

Relationship Manager

RELATIONSHIP MANAGER

Rosetown Branch

Term position for approximately 18 months

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 temporary 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 Lisa Moss, Senior Relationship Manager, at 306-882-5646. To apply, please submit an electronic copy of your cover letter and resume on or before June 10, 2022 to: careers@pccu.ca.

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

Farm & Business Advisor

Farm and Business Advisor – Tisdale Branch

Join the Cornerstone Crew!

 

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Tisdale branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals. This advisor position would assume a leadership role in the Farm & Business department helping to coach, mentor, develop and motivate employees, peers, department members and external groups.

Reporting to the Manager, Farm & Business, 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. Through the management of complex accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts that have a high/acute degree of complexity and value.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 3 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

What You will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

This is an in-scope position and membership in the UFCW is required.

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members, employ about 280 people and manage assets of about 2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

 

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/213946-37571.html

Senior Relationship Manager

SENIOR RELATIONSHIP MANAGER

Delisle/Harris

Do you have experience in leading a team and achieving extraordinary results? Are you a people person who can easily build positive relationships with your team and those you serve? 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 Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team, consisting of the Delisle and Harris branches. Reporting to the Vice President Retail Relationships, the Senior 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 oversee the development and 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
  • Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement 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
  • Leadership, management, and supervision at a senior level with proven results
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • 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 Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before June 6, 2022 to: careers@pccu.ca.

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

Assistant Branch Manager

The Assistant Branch Manager will provide leadership and guidance to the Member Experience Representative, Sr. Member Experience Representative and Member Service Representatives through identification of opportunities, coordination of activities, and the achievement of objectives through use of the Advice Based model. The Assistant Branch Manager will ensure a team approach to advice and member service, share and translate organizational goals into measurable actions, and provide appropriate mentoring/coaching on the advice based process.

The Assistant Branch Manager will assist with branch operations, scheduling and training branch staff; meeting growth targets; implementing marketing plans for product and service promotion.  Will encourage a needs based sales approach within a culture of service excellence, consistent with our corporate vision, mission and strategic plan.

The Assistant Branch Manager is responsible for growth of the branch portfolio attained through increasing business with current members, referrals and proactive business development activities. Responsibilities include providing quality member service and providing value added advice to members and planning activities to ensure accomplishment of annual goals. Ensure close contact with Branch Manager to maintain branch functionality.

Duties and Responsibilities:

  • Responsible for the supervision of front line employees (MER, Sr. MSR, MSR’s) by providing coaching, training, assistance and direction to the employee as required; responsible for performance management process and conducting performance appraisals
  • As a manager, promotes sales & service excellence, motivation and enthusiasm, product knowledge and professionalism; adheres to performance standards
  • Using the Advice Based model approach proactively market the organization’s products and services by promoting, upselling and cross selling the full range of lending and investment vehicles with emphasis on retail loans, mortgages, credit card products, lines of credit, registered and non-registered deposit and investment vehicles and sundry services
  • Meet set objectives for investment and lending growth targets
  • Working closely with the Branch Manager provide day-to-day branch operation leadership. Monitor the performance of the branch and report both successes and challenges to Branch Manager
  • Ensure all lending follows policy and maintains second highest lending authority in the branches. Ensure overall compliance of all administration.  Help to ensure staff follow risk management, security and cash management activities
  • Under direction from the Branch Manager, assist with management of the facilities and functioning of the branches during the Branch Manager’s absence
  • In concert with the Branch Manager, assist with the execution of the branch marketing program to attain loan, deposit, sundry products and member growth within set objectives
  • Refer members to Commercial & Agricultural Account Manager and Wealth Management Advisor as opportunities are identified
  • Represent the Credit Union in the community by participating in local business activities and community functions
  • Maintain a high level of education with respect to Credit Union products, services and marketing programs/strategies
  • Enter all information into “ACE” (sales, referrals, member interactions, information) that provides information to enhance the Credit Union’s opportunity to better serve the membership
  • Review and audit credit files on a regular basis; prepare and submits branch reports
  • Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to
  • Ensure daily monitoring of the Delinquency Report. Follow up on delinquent accounts up to 30 days, contact members as required and maintain records of action taken in ACE
  • Handle member complaints in a courteous, professional manner
  • May be licensed Mutual Fund representative depending on needs of location
  • Perform other duties as assigned

Qualifications:

  • Post-Secondary Degree/Diploma or work equivalency
  • 8+ years working in financial services (including credit management)
  • CFP or PFP or working towards
  • Demonstrated leadership ability (solid training & coaching experience an asset)
  • Displays exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
  • Understanding of markets and trends in the industry
  • Demonstrates results orientation in both sales and service
  • Uses technology to enhance productivity
  • Committed to continuous personal improvement
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