Consumer Advisor (6 Positions available)

Consumer Advisor

Permanent Full – Time

Closes September 21

Any Location in Saskatchewan

Flexible hours, accelerated career development opportunities,
exceptional benefits and pension plan!

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

Innovation Credit Union is excited to add more experience to our team. We are on the hunt for a number of experienced relationship bankers skilled in lending, mortgages and advisory services for our membership. We are serious about finding experience for these coveted positions and it may just be the best career move you ever make. Let’s discuss how we can make the transition easier. If you have experience, we want to talk to you. Those in the industry likely already know the exciting path we are on to become Canada’s newest Federal Credit Union. Let’s talk about this opportunity and your career. Choosing to work for the right company is essential. Choosing a company that aligns with your values and celebrates your experience and skills is critical to find fulfillment. We think we may have that very opportunity for you. Apply today.

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 VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. How does one do this? Glad you asked!

A Consumer Advisor does the following:

Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Agriculture and Commercial Loans Officer

In this role, you will be responsible for the overall management of a portfolio of Agriculture and Commercial accounts that exhibit a high degree of complexity and value to Edam Credit Union. The focus of this position is to use an excellent degree of knowledge and expertise to assess and anticipate member’s needs, and recommend credit solutions to meet those needs, while also meeting their broader business objectives.

Working as part of a team, you will:

Collect documentation, complete financial analysis, calculate debt servicing capacity and evaluate collateral security and write up loan applications in compliance with regulations, procedures, and policies. You will recommend credit structure and pricing based on consideration of risk and relationship, with the full understanding of the members’ needs and knowledge of Edam’s suite of credit products and lending policies.
Interpret loan reports and identify further action required to address problem areas such as pending delinquency; monitor delinquent accounts, work with member to develop remedial plans to mitigate risk of loss; initiate and participate in all collection activities including legal actions.

To be considered for this role, we are looking for someone with:

Experience
- Minimum 5-10 years progressive experience in a business banking (ag and commercial) environment
Education
- Post-secondary education in agriculture, finance, commerce, or equivalent work experience
Qualities and Skills
- Strong focus on members
- Self-motivated learner who is committed to self-development and personal growth
- The ability to work in a challenging, changing, and progressive environment
- Strong skill set using Microsoft office suite, especially Excel and Word programs
- Effective business communication skills including written and verbal and detail oriented
- Proven time management, analytical, problem solving, and decision-making skills

Our compensation includes:

Competitive salary, variable base pay (bonus) program, paid vacation days, paid sick leave
Comprehensive benefits package including employer paid health and dental, matched pension, educational opportunities, clothing allowance, and staff rates on our products and services

If you believe that our organization is a good fit for you, please submit a cover letter and resume to:

Edam Credit Union Limited

Wanda Mosimann – Office Manager

2001 Main Street

PO Box 68, Edam, SK S0M 0V0

Wanda.mosimann@edam.cu.sk.ca

We thank all applicants for their interest and will contact only those selected for interviews.

Business Advisor

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 POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Financial Services Officer

Opportunity: Full-Time Financial Services Officer

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

Why Us

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

Annually supporting non-profit organizations through our Community giving fund.
Presentation of 3 scholarships and 1 bursary each year to deserving local students.
A staff volunteer
We are a living wage employer.
75 years of legacy in our community.

Qualifications:

Enjoy meeting new people and are at ease getting to know
Understand the importance of community and regularly demonstrating it.
Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
Can make quick and informed
Independent, professional leader with strong problem-solving
Ability to focus on needs, while remaining calm and
Eye for detail while keeping the big picture in
Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer

Lending Service Representative

Job Profile:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Ogema 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.
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.

The Credit Union / Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $440 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 “Deep South”, Ogema is an energetic and thriving community. Ogema is quickly becoming a destination for tourists coming to “ride the rails” on Southern Prairie Railways tourist train, visit the fully restored CPR Train Station, and the Deep South Pioneer Museum. Ogema has a K-12 school, daycare, a new community hall attached to the skating rink, curling rink, and coming soon a brand new swimming pool, which are all located in the Regional Park.

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, via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, Manager of Governance & Communications
michelle.leonard@radius.cu.sk.ca

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.

Loans Administrator

An exciting opportunity exists, for an experienced Loans Administrator to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $268 million, loans $188 million, deposits $244 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Loans Administrator is a key member of ABCU’s Credit team, with primary responsibilities to complete all administrative duties to assist and support the credit department at ABCU. This includes performing a variety of administrative duties, such as the set up, maintenance, and compliance of all residential, consumer, commercial, and agricultural credit files. Additional responsibilities include the responsibility for the advisory services meet and greet reception desk, keying information in to applicable software and banking systems, and providing exemplary member service to all members. This position works to support all lending roles and the collections area. This role requires expert knowledge of credit administration to support both retail and commercial workflows, and has excellent time management skills.

This role is part of the overall lending team and works out of the Beaumont Community Branch location. As such, the role works closely with the full lending team and is on a full-time work schedule and may be required to take on temporary duties when dealing with short term urgent issues.

The successful candidate will have the following qualifications:

· Post-secondary degree or diploma in Business Administration preferred

· Three to five years job/industry related experience preferred

· Comfort and ability to work with a high level of detail/accuracy

· Proficient use of Microsoft Office Suite (Excel, Word, Outlook)

· A combination of work and education experience will be considered

· Be a team player

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

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union 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.

Consumer Advisor

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

A Consumer Advisor does the following:

Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Personal Loans Officer

Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location. This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.

Duties:

Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
Collaborates with staff in addressing services issues and member concerns.
Has expert knowledge of lending processes and procedures.
Identifies process improvements and escalates to supervisor.
Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
Works within prescribed lending limits, referring applications as necessary.
Uses pricing matrix at all times for personal lending products.
Understands authorities with respect to overrides, waiving service charges and the pricing matrix.

Education:

High School diploma is a requirement. Completion of post-secondary education is an asset.
Completion of sales training is an asset.
Completion of Personal Lending course.

Experience:

Previous lending, sales and service experience is required.
Previous financial services experience is required.

Skills:

Demonstrated sales skills.
Expert knowledge of products and services required.
Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
Working knowledge, skills and experience in Microsoft Office

Business Relationship Advisor

Do you love providing Member’s with the financial confidence they need to succeed in any direction they choose? Do you know your individual contributions make a difference and do you love removing complexity and frustration from people’s lives? We are seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:

Strong focus on members
Love to goal set, and feel a sense of ownership for projects from beginning to end
Curiosity and the ability to question the status quo
Creative and open minded when looking for solutions
Loves to collaborate with diverse teams to solve complex problems
Passionate about efficient execution
Communication – Build constructive relationships, communicate effectively with internal and external members, and have a great time doing it

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice. Our members are the center and their needs drive everything we do. We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

The Business Relationship Advisor is accountable for the overall management of a sizable portfolio of business (agricultural and commercial) accounts that exhibit a high/acute degree of complexity and value to Crossroads Credit Union. The focus of the position will be on member relationship activities, cross-sell, up-sell, and retention of existing business members and on qualifying and converting new members and prospects and deposit gathering.

Some of the key responsibility areas are to actively monitor and manage the profitability of business relationship with members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives, and status of the member’s business(es). We would also expect you to use an excellent degree of financial, industry knowledge and expertise to proactively assess and anticipate member’s needs to suggest and recommend and/or propose products/solutions to meet those needs and the member’s broader business objectives. You should be able to ensure that the member continues to be aware of the benefits of using these products, as well as new products available to them. You will need to continuously update your knowledge on new products that may be of value to members. You would be required to minimize loan risks through diligent, timely and proactive financial reviews and awareness of changing economic/marketplace influences and applicable industry trends/data.

We pledge to know our members better than anyone else to provide the best possible service and advice. We achieve this through developing meaningful relationships. We want to ensure our member-owners’ financial lives are better because they entrusted us.

Building relationships with members in our West Region, this position will allow the successful candidate to work remotely not only in the Wadena area but in all our regions as the business needs of our members may require.

To be considered for this role, we are looking for someone with:

Experience

Minimum 7 – 10 years progressive experience in sales/service and managing a diverse portfolio in a business banking environment

Education

Post-secondary education in agriculture, accounting, finance, commerce, business administration, or equivalent work experience

Skills

Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate
Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values

Does it sound like I’m describing you? If you are not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, it’s a feeling. A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values. It’s about grassroots, hometowns, and cooperation. This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we will provide you with perks, including:

Vacation that increases beyond legislated requirements
Wellness program
Work / Life Balance
Flex Time
Sick Leave – Duty of Care
Volunteer Time
Training & development
Education Day / Paid Education
Credit unions perks / free accounts
Service awards and recognition
Crossroads Clothing
Annual bonus based on your results

We want to hear from you!

Please don’t delay in submitting your resume to Human Resources. We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them)

Please include any relevant certification with your application.

Please forward your Letter of Interest as soon as possible to:

Human Resources

Crossroads Credit Union

P.O. Box 2006

Canora, SK S0A 0L0

E: hr@crossroadscu.ca

F: 306.563.6715

Senior Advisor

This is a great opportunity to take the next step in your career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor at one of our Salmon Arm branches, you will build deep relationships with members, first, by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, cards, term deposits, registered products, and mutual funds and associated services.
Advise members regarding personal and small business lending products and services, including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products.
Service and manage estate accounts within an assigned portfolio.
Interview loan applicants, analyze credit information, assess credit and make recommendations to Centralized Credit.
Identify and pursue opportunities within the assigned portfolio or through referrals, and, when appropriate, connect the member to another colleague within your team to ensure all of the member’s financial needs are met.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in various marketing promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

What you’ll bring:

Two (2) years’ post-secondary education or equivalent
4 to 6 years’ progressive experience, including cash, investments and lending services.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly acquire an advanced understanding of SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability and initiative.

This is a full-time Monday to Saturday position working 5 days per week within the operating hours of the branch. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.