Occupation Types: Lending – Retail

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!


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!

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

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.

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager, People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

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

North Peace Savings thanks all applicants for their interest; however,  only those selected for an interview will be contacted.

Manager Lending Admimistration

Manager Lending Administration

Are you looking for an ambitious new career?

We are seeking an experienced Lending Manager to become part of the FNBC Family!

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Role: 

  • Serve as the subject matter expert for the retail and commercial lending administrators and perform the role of the Lending Administrators as required.
  • Mentor, coach and oversee the Lending Administration staff.  Ensure they have the skills, knowledge and resources to perform all aspects of their job successfully.
  • Construct and manage systems, processes, and procedures to ensure accurate and timely processing.  Monitor efficiencies and continually look for ways to improve processes.
  • Lead and assist with various lending projects from start to finish including the development, testing, and implementation phases.

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

Qualifications:

  • Minimum 5 years of experience in lending administration.
  • Minimum 2 years of management experience.
  • Comprehensive knowledge of related regulations of banking operations, products and services, and documents required for all types of loans.
  • Ability to communicate effectively through speaking, writing, and listening.
  • Excellent leadership skills with the ability to motivate staff.
  • Demonstrate a commitment to accuracy and quality while meeting goals and deadlines.

Put your lending experience and knowledge to use in overseeing our Lending Administration department.

Please submit your cover page and resume to:  hr@fnbc.ca

We thank all candidates for their interest, only those selected for an interview will be contacted.

Senior Commercial Advisor

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story?  At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you  will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals.  You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve.  No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

We are looking for you if you have:

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge with lending and progressive experience in a sales and service industry – 7 to 10 years would be an asset.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

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 paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!
  • Formal & Informal development opportunities offering challenge and growth.
  • 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.
  • Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It . . . . . 

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years.   Wouldn’t you want to be a part of that!

Check out “Who We Are” and more about this position and application process on our Careers page at www.cornerstonecu.com.  

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