Occupation Types: Lending – Retail

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to Olivia Young at careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

For a complete role description, visit: www.npscu.ca

Director, Retail & Small Business Credit

Want to experience banking with purpose?

At Kindred Credit Union, you will be part of cooperative banking that connects values
and faith with finances, inspiring peaceful, just, and prosperous communities.

You’re invited to make a difference…

as a Director, Retail & Small Business Credit in our Head Office

As the Director, Retail & Small Business Credit you will lead and oversee Kindred’s established Retail Credit Business and shape the development of Small Business Credit.  Holding accountability for all aspects of Retail and Small Business Lending including team leadership, strategic direction, policy enhancements, product development, and credit reporting, to ensure Kindred delivers the best credit proposition for our members.  In addition, in this position you will provide advice, coaching/mentoring, and resources to enhance the expertise of all staff involved in the delivery of credit services to members.

What to bring

You bring your values-based approach and professional experience to our strong team of lending experts.  As an integral member of head office Lending Services, your practical insights and judgment will help Kindred to grow safely by ensuring we meet the changing needs of our members and the Retail and Small Business industries we serve. Your strong relationship building skills along with your ability to focus on solutions will allow you to thrive in this position.

Plus, you bring your qualifications and experience:

  • University/College graduate in business or related field
  • Advanced knowledge of retail credit products and services
  • 10 years of lending experience
  • Retail credit experience
  • Understanding of small business an asset
  • Proven leadership skills including ability to mentor and coach others

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for the overall wellness of the whole you. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Visit www.kindredcu.com to see how we make a difference together!  Apply here with your resume and cover letter explaining why you want to work for Kindred.  We look forward to connecting with you!

Kindred is a respectful, compassionate and inclusive workplace.
We are committed to a barrier-free recruitment process: if you are selected for an interview
for which you require accommodation due to disability, please notify us when scheduling your interview.

Branch Manager

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced leader to join our retail banking team in Burlington, Ontario on a full-time, permanent basis.

Do you have a talent for inspiring people and leading a team committed to helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you want to be a part of an organization that is proud to treat its members like a neighbour rather than a number? Then you are right for Tandia, and we’d like to meet you.

This exiting in-branch opportunity is based in our Burlington location at 3455 Fairview Street – ideal for someone passionate about developing business relationships and coaching and leading a high performing team.

Your Work at a Glance

In this role, you will independently manage and oversee the overall operation of the branch, including growth and maintenance of the investment, loans portfolio, and cash operation. This includes facilities management of the branch within the approved policies, procedures, certification standards & operating budget set for the year.
As a strong people leader and coach, you will directly or indirectly manage all branch staff, implement marketing plans for product and service promotion to Tandia’s members and analyze branch business progress producing relevant reports as required. You will also be involved in recruiting and interviewing for your team as well as supporting, coaching, mentoring and guiding staff at all levels.
Using your proven sales abilities, you will be responsible for pursuing new business opportunities for the branch and ensuring that business development and new member acquisition are top priority – while continually focusing on member retention and providing unparalleled service to our existing members. You will develop an annual Business Plan outlining activities to be followed by branch staff to ensure the business goals and objectives of the branch are met by year end including categories such as acquisition of deposits, lending, and referrals to Tandia’s Wealth Management team. .

In our community, you will be leading by example by supporting our community outreach programs such as providing warm breakfasts to students in need and participating in seasonal volunteer initiatives with Food4Kids, Heart and Stroke and our adopted schools.

We are looking for someone who:

  • Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience
  • Has a minimum of 4 years experience in credit writing and structuring of deals in a credit union or other financial institution; ideally in positions which include lending limits
  • Has a strong lending background and understands the legalities and practices involved with lending, and specifically, mortgages
  • Is an expert at financial analysis, lending and credit writing practices as well as assessing risk
  • Has a minimum of 4 years of people management experience; is a strong leader and able to motivate and build an effective team, and is experienced at managing teams and developing people
  • Has a proven track record of delivering exceptional client service and is able to identify new opportunities and solutions for clients during the credit review process
  • Has excellent communication and interpersonal skills and is able to interact with internal and external clients/customers at all levels through multiple means of communication – by phone, email and in person
  • Has the ability to work accurately with a high degree of attention to detail while performing under pressure and working toward meeting established objectives within set timeframes
  • Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook
  • Is comfortable working on a full-time basis – 35.5 hours each week – and with deadline and time constraints and an understanding that this position will include some evenings and Saturdays to support the operation of the branch and that work hours could extend beyond the normal work week
  • Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect

–This position does not require a license to sell mutual funds.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration.  Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce.  Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

 

 

Vice President, Consumer Advisors

Permanent Full-Time 

Closes October 3

Open to any location in Saskatchewan

Annual Salary: $119,455 – $149,319

 

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION:  Reporting to the SVP Consumer Banking, this strategic position will oversee the business development with a focus in Southern Saskatchewan and Regina.  This position will provide leadership and direction in building a proactive sales culture and meaningful relationships with members through sales and service excellence.  How does one do this?  Glad you asked!

The VP, Consumer Advisors does the following:

  • Coach, mentor, engage, and manage staff to champion the overall principles of our MemberFirst Culture and omni-channel delivery strategy.
  • Support and lead organization initiatives to create a digitally dexterous workforce.
  • Provide behavioural feedback, encouragement, discipline and championing of the overall principles of a constructive culture that is conducive to team achievement, productivity improvement and professionalism.
  • Collaborate on strategic business issues/opportunities and take action to improve productivity and profitability.
  • Establish an Agile mindset in support of moving Innovation Credit Union forward for the betterment of the membership and to coach to and share the Agile mindset within the team.
  • Ensure the implementation of portfolio management practices that provide advisory services to members, while providing leadership that will ensure Innovation is responsive and lives up to our mission of serving our members anywhere, anytime.
  • Foster business development through service excellence and product knowledge while establishing and maintaining relationships with members, business community, professionals and suppliers. Organize, schedule and monitor service provision to ensure maximum service levels.
  • Grow sustainable business through traditional and digital member acquisition, deposit, loan, and member density growth strategies.
  • Provide operating and capital budgets and financial forecasts for your division and monitor performance in relation to budget.
  • Assist with development of sales targets and marketing plans that support the achievement of targets and plans.
  • Assess, identify, and mitigate risk as correlated to quality assurance and presented in credit requests and overall portfolio.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have a post-secondary degree (Commerce, Business or a related discipline) plus 4-6 years of job-related experience, or an equivalent combination of education and experience
  • Proven high standard of verbal and written communication skills and attention to detail
  • Proven collaboration skills with the ability to build relationships with various stakeholders
  • Proven ability to manage cross functional projects and prioritize deliverables to meet deadlines
  • Knowledge and understanding of the regulatory environment that impacts the financial services industry
  • Demonstrated commitment to continual professional development

Loans Officer

Loans Officer

Temporary Full Time

Maternity Leave replacement for up to 24 months

Our Loans Officers are available to our members through in-person meetings, phone calls, and other forms of electronic communication.  The ability to provide expert advice when it’s truly needed is crucial to meeting our members needs.  We know our members, and to see their successes is extremely rewarding.  The Loans Officer is responsible for oversight of their own lending portfolio, which may include consumer, agriculture, and commercial files.  Each portfolio has a different level of complexity and presents the opportunity for new learnings each and every day!  The role of Loans Officer can be challenging, yet rewarding, where the reward far outweighs the challenge!

You have a desire to learn and have an in-depth understanding of lending practices and procedures.  The ideal candidate will have many years of service in the credit union system, and experience as a lender.    You have an appetite for risk, and know when to take the risk, and when to shy away from it.  You will be responsible to mitigate risk of default.  When required you will initiate action to collect on delinquent loans, as necessary.

While you may not have lending experience, you may have experience in the financial services industry and are eager to take the next step to grow your career.  We want to hear from you too, we are committed to training the right candidate!

Building relationships is important. In fact, it is essential to our business.  The other key part of the Loans Officer role is to foster new relationships and grow new business.  You are not afraid to pick up the phone and call a potential member.  You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship.  When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Kelvington Branch.  From time to time, you may be required to travel to our other branches as well.  You will participate in a comprehensive development plan, equipping you with the knowledge and tools to confidently assist our members, and grow your career.  With upcoming pending retirements, there is great potential for this temporary position to turn into a permanent position in one of our branches!  You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications

·         One year post-secondary training ·         Working knowledge of computer systems
·         One – Four Years of job-related experience ·         Credit Union experience considered an asset
·         Bondable ·         Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen.  We are a financially strong organization with assets of over $270 million, our loans portfolio is over $197 million and we continue to grow!  We are dedicated to our members, and our communities.  We respect our people and their contribution to our success.  We encourage employee involvement and participation.  We reward our people for their teamwork and for achieving objectives.  Our people make the difference for our members’ service experience.  Compensation is competitive and will be based upon qualifications and experience.  Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Questions about this opportunity?  Call Lacey at 306.383.1139

 Qualified applicants are invited to submit their resume and cover letter in confidence by Noon on October 8, 2021 to:

Lacey Nicholls – Human Resources & Marketing Administrator

Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0

hr@accentcu.ca

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

Lending Service Representative

Job Profile:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Tribune Branch.  Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for collection activity and cross-selling the full range of Credit Union products.

Minimum Qualifications:

  • 2-4+ years of experience, consumer, agricultural, and/or commercial lending and one year of related post-secondary education (a combination of education and experience will be considered)
  • Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
  • Proven success working in a sales, service and goal oriented environment.
  • Highly motivated with excellent interpersonal, communication, and time management skills.
  • A demonstrated commitment to ongoing professional development.
  • Experience in investments and/or mutual funds an asset. Strong preference to applicants with investment experience as this role has the potential to transition to a Financial Service Representative.

The Credit Union / Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $442 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Community:

Located in the heart of the Souris Valley, Tribune is a small community located approximately 25 km from the Canada-US Border. The area and communities surrounding Tribune offer ample recreational opportunities including a full service campground, 9-hole sand green golf course, hockey & curling rinks, indoor swimming pool, ball diamonds, fishing, boating and more! The nearby Lyndale School offers classes from Grade K-9, with bus service available for Grade 10-12 students.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, by October 7, 2021 via email or mail to:

Radius Credit Union
PO Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Manager, Financial Services

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee our 3 branches advisory services operations of the delivery system and branch channels, to improve a member’s financial wellbeing while providing a rewarding member experience.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and enjoy a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under Executive Direction, the Manager Financial Services supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the delivery system to support the growth and sustainability of the credit union, which enriches the members financial wellbeing.   As a member of the management team the position has shared accountability for the overall health and effectiveness of the organization and Member’s financial wellbeing

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 5 years of progressive experience in a financial industry including a minimum of 3 years in a leadership role, with a minimum of advisory sales management. You will have experience with managing direct reports, providing coaching and guidance to maintain skill levels and enhance staff growth by promoting motivation, enthusiasm, service excellence, product knowledge and professionalism. We are looking for an individual who will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Regional Manager

Career Opportunity
REGIONAL MANAGER

Have a background in agriculture, business, or commerce? Looking for a challenging career in a growing organization?

Biggar & District Credit Union requires a Regional Manager to build strong relationships with local producers and commercial members and provide for their lending needs.  This position reports to the VP Credit Services and is responsible for loan growth with existing and potential members, as well as the coaching, training, and performance management of two direct reports.  Required qualifications include post-secondary education in agriculture, business, or finance; lending experience is an asset but not required.

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

Biggar & District Credit Union is a growing, autonomous, full-service financial institution with $261 million in assets. Our organization has branches in Biggar, Landis and Perdue, and owns insurance agencies in Biggar and Landis and an accounting firm in Biggar. Located 90 km west of Saskatoon, and 90 km south of North Battleford, Biggar is a progressive, family-oriented community of approximately 2,200 citizens, offering hospital, parks, sports, arts, and two school divisions; its economy is mainly focused on agriculture.

Biggar & District Credit Union proudly supports the communities we serve, and it is our people that make this happen.  If you would like to be part of our team, please submit your resume by September 30, 2021 to:

Biggar & District Credit Union
P.O. Box 670  Biggar, SK S0K 0M0
Attention: Human Resources
Email: cathy.hicks@biggarcu.ca

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

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