Lending – Retail – Page 17 – Credit Union Careers

Broker Specialist

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

The Broker Specialist is responsible for providing a high level of support to the broker channel at SASCU by thoroughly reviewing, analyzing, and effectively processing mortgage applications received from the broker community. This role is responsible for the proactive management of broker relationships, building business relationships, providing exceptional ongoing service, optimizing this area of service delivery.

What you’ll do:

Identify and pursue opportunities for profitable growth of the broker channel by developing and proactively managing broker relationships.
Review and analyze mortgage applications and makes clear recommendations for higher approval authority that align with guidelines, policies, and practices.
Establish and maintain broker program service level agreements and act as contact point for broker questions or inquiries.
Prepare commitment letters and ensure subjects are met.
Ensure all necessary documentation is prepared and collected with due diligence while reviewing third party documentation and following up with brokers as necessary.
Work collaboratively and be accessible for consultation, advice, and support for internal staff.
Perform administrative processes for the broker channel to ensure efficiency, service, and quality control is met.
Attend meetings with brokers, lawyers, notaries, and appraisers to showcase SASCU as a partner for their clients.
Uncover opportunities for referral to other business lines including retail, Commercial, Wealth, and Insurance.
Keep current on business information as it pertains to the position and the delivery of informed service and advice to members.

What you’ll bring:

Two years of post-secondary education or equivalent and 4 – 6 years in the financial services industry with a strong focus on residential mortgage lending.
Previous exposure to the mortgage broker industry and broker generated mortgages.
Advanced knowledge of residential mortgages and CMHC products and policies.
Advanced skills in the Microsoft Office suite of products, particularly Excel and Word.
Demonstrated ability to provide a high level of service to branch staff, brokers, lawyers, appraisers, etc. in order to achieve business results.
Ability to handle heavy volumes as they arise while maintaining a high level of accuracy.
High level of ownership, accountability, and initiative.
A commitment to continuous learning and professional development.
Ability to build healthy relationships at all levels within SASCU.

This position is full-time, Monday to Friday. 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, we want to hear from you! To apply, please email a résumé and cover letter 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

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Loan Officer II

Stoughton Credit Union is a full service credit union with approximately $128 million in assets under administration and 1800 members. Our two branches are located in South Eastern Saskatchewan in the communities of Stoughton and Kisbey. Our credit union is committed to serving our members and communities needs by providing excellent service.

We are seeking a full time Loans Officer II to work from our Stoughton branch. The position requires the candidate to have a comprehensive working knowledge of assessing and managing risk in agriculture and commercial lending.

This position will report to the Manager of Lending and act as the agriculture/commercial lending specialist for the region, as well as supporting the consumer lending portfolio as needed. The candidate will be required to meet financial objectives related to profitable growth and risk management within the portfolio with a focus on building new and enhancing existing member relationships. This position will also be responsible for providing support in completing administrative tasks in the lending area as well as travelling to meet with members and potential members.

Education and Experience:

The candidate must be committed to lifelong learning, will exercise attention to detail, have strong communication skills, and must be able to provide our members with excellent service. Other qualifications for the position include:

– 1-2 years of post secondary education in Business Administration or a related field;

– Minimum of 4-6 years of experience as a retail lender, or an equivalent combination of education and experience;

– Working knowledge of the Saskatchewan agriculture industry and commercial lending;

– Experience working with DNA or other similar credit union software would be considered an asset.

Compensation will be based upon qualifications and experience. Stoughton Credit Union offers a full range of benefits, including up to a 9% matched pension and a variable bonus structure

Advisor

As an Advisor at our Sicamous Branch, 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 and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
Interview loan applicants, analyze their finances, and make recommendations.
Service and manage estate accounts within an assigned portfolio.
Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
Perform front line duties as required.
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:

One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

You’re perfect for this role if you:

Have demonstrated sales skills – promoting and selling financial products and services
Have strong organizational and time management skills
Are an excellent communicator with strong interpersonal skills
Possess a high level of ownership, accountability, and initiative
Are committed to continuous learning and self-development

This position is full-time, Tuesday to Saturday. 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 résumé to us at hr@sascu.com.

A bit about SASCU:

A note on COVID-19:

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

Assistant Branch Manager

Company: Sunshine Coast Credit Union

Job Type: Full Time

ASSISTANT BRANCH MANAGER

Calling all Member Centric Leaders!

We have an exciting opportunity for someone to work closely with our membership and branch team, by offering exceptional business development and coaching to our advisory employees growing advisor ability to offer sound advice, provide financial solutions and build long-term relationships.

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 get the best of both worlds – 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

The Assistant Branch Manager (ABM) contributes to enriching member’s lives by championing advisory service and focusing on a high level of member satisfaction in conjunction with increasing community connections, business networks and overall branch performance. This role provides proactive advisory service and financial solutions to members within the branch environment. This position supports branch leadership in managing the daily operational and administrative requirements of the branch including managing staffing needs and providing supervision and coaching to assigned staff. This position acts as a change agent to support and implement business initiatives in the workplace. The ABM is responsible for in- branch training, motivation, sales and service, as well as guidance of staff to ensure the delivery of proactive, quality service to members. This position identifies marketing opportunities, builds community relationships and executes plans to achieve results while remaining aware of the competitive and economic climate and providing input into pricing, products and branch planning.

What Does the Ideal Candidate Bring?

In addition to formal post-secondary education and financial industry experience, we are looking for an individual who would like to continue their Advisory Services career. Someone who has superior communication and coaching ability, time management, prioritizing skills and is self-motivated to build and grow the membership of the credit union. The successful incumbent 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 $700 million, serving 17,000 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.

Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

Proven sales experience and demonstrated leadership skills;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Senior Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Senior Account Manager to support the Capital Region, so if you’re passionate about business development and, improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As a Senior Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 5 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

Proven sales experience and demonstrated leadership experience;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

Financial Services Relationship Manager

Create your future here.

You might say we have a healthy obsession with finding new ways to create value for our members. Helping them achieve their financial goals is what gets us out of bed in the morning.

Along with plenty of caffeine, what fuels us is getting to work with some of the brightest and nicest folks around. And we are energized by the exciting changes ahead.

We need to expand our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.

The Role: Financial Services Relationship Manager, Regina

Are you….

Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

Managing a growing portfolio of relationships
Providing a holistic approach to services
Developing business through community involvement and networking opportunities
Providing lending products including personal and mortgage loans
Providing deposit products such as GIC and RRSP
Positively influencing member acceptance of a technology driven approach to banking services
Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, April 5, 2021.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

PO Box 5050

Saskatoon SK S7K 4E3

Email: hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com

Loans Manager / Loans Officer

Are you ready for the next step of your career? Do you have the desire to help members and staff succeed personally and financially? Do you have a lending background? Luseland Credit Union is seeking a motivated leader to join our lending team either as a Loans Manager or Loans Officer (position based on qualifications).

THE POSITION – Loans Manager

Reporting to the General Manager, the Loans Manager will:

Collaborate in the development of corporate strategies, policies and risk management plans;
Manage, monitor and grow the credit union’s loan portfolio, proactively working to retain and expand member relationships;
Ensure that all lending activities are in compliance with relevant legislation and regulations;
Provide coaching, inspiration and leadership to a high performance team delivering quality member service and duty of care;
Provide lending services to current and potential members including recognizing their needs in order to promote and cross-sell LCU products;
Promote Luseland Credit Union and maintain active involvement in the community

QUALIFICATIONS

This position requires:

5+ years of lending experience within the industry
Background in Finance (B. Comm or equivalent is preferred)
Knowledge and experience in resolving complex lending issues related to serving agricultural and/or commercial members
Experience working with banking applications
Management experience would be considered an asset
The incumbent will also have a thorough understanding of the credit union system including operations, principles and values
Flexibility within requirements may be provided to the right candidate

THE POSITION – Loans Officer

Reporting to the General Manager, the Loans Officer will:

Provide lending services to current members and potential members and administer and control an assigned portion of the loans portfolio;
Recognize member needs and promote and cross-sell credit union lending and deposit services; and
Ensure all loan activities comply with relevant legislation, regulations, policies and procedures.

QUALIFICATIONS

This position requires:

Attention to detail
Strong leadership and communication skills;
Working knowledge of credit union products and services;
Desire and ability to be a team leader
One-year of post-secondary training plus four to five years of job related experience or an equivalent combination of education and experience; or two to four years of relevant post-secondary training.

COMPENSATION

Salary will be negotiated based on education and experience. Luseland Credit Union offers a fully paid benefits package, including 7.5% pension matching, variable pay structure, and an employee loan/deposit program.

ABOUT OUR CREDIT UNION

Luseland Credit Union has been a proud leader in the community for more than 50 years. Every year we provide support to various local projects and organizations in the form of volunteer time and donations.

From a single office, we serve a membership of more than 1640 and manage assets over $151 million with a loan portfolio of over $100 million. We position ourselves as fast followers and offer most of the same digital banking products as the large institutions, but with a greater focus on service. We opened our new building in late 2017 and it has allowed us to continue to grow our business and positioned LCU well to serve our membership long into the future.

Luseland Credit Union is growth and team-focused. We are committed to providing exceptional customer service and to being accountable to every member we serve.

If your goals and experience match our requirements, we invite you to submit your application by Friday, April 9, 2021.

Adam Franko, General Manager
Luseland Credit Union
PO Box 518
Luseland SK S0L 2A0
F: 306-372-4446
E: adam.franko@luselandcu.com

Financial Services Officer/Representative (Member Services and/or Lending Departments) Open to Full Time or Part-Time

The role supports the corporate vision of sales & service excellence by providing a high level of member service, administrative data entry, balancing of accounting support tasks. Fosters business development through service excellence and product knowledge; act as point of first contact for members.

Member Service Representative

Sells and processes member banking needs (deposits and withdrawals, front line transactions); open/close personal accounts. Recognizes member needs and promote lending & deposit services and refer more complex requests to respective staff professionals.

Sells and prepares documentation for Registered products, Term Deposits and other investment products not requiring a mutual funds license.

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Lending Administration (Optional)

Complete and process required documentation for credit related products- consumer loans, lines of credit, and residential mortgages.

Provide support to lending function by: disbursing loan proceeds, posting loan-related transactions, auditing loan input & documents, making member appointments, administering the overdraft reports, extracting and providing loan-related information to members, processing and recording loan payments and changes to member files, calculating and preparing mortgage and personal loan pay-outs,

Assist with the Loans Department with lending and wealth functions by preparing letters, other documentation and making follow up calls on behalf of lenders and the Manager, Lending & Wealth.

Liaise with title insurance company; complete monthly reconciliation and remittance of creditor insurance; liaise with notaries and solicitors regarding mortgage funding and discharges.

Provide credit information about members to authorized organizations; obtain credit information on applicants through credit bureau searches.

Search liens; lodge, renew and discharge registrations of collateral; complete property tax searches.

Senior Agricultural/Commercial Lender (BRA III)

Diamond North Credit Union is currently recruiting for a Senior Agricultural/Commercial Lender for the position of Business Relationship Advisor III.

The Business Relationship Advisor III is accountable for the growth, development, and oversight of the lending and financial needs of a number of relationship managed members. This portfolio consists primarily of a variety of agriculture and commercial members whose needs are complex and require innovative and creative solutions to support their operations. The Business Relationship Advisor III’s primary accountability is to generate growth through the acquisition of new members, deepen member relationships, and to know the agriculture and commercial market to develop new and valuable opportunities for the Credit Union. Finally, the Business Relationship Advisor III will deliver results through partnership with a variety of Credit Union departments and partners by maintaining referral relationships with personal, commercial, and wealth partners when broader or more complex financial needs are required. Given that the Business Relationship Manager III’s members reside and operate throughout the Credit Union’s region, travel is a definite requirement.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to humanresources@diamondnorthcu.com no later than 12pm on Friday, April 2, 2021. We thank everyone for their interest, however, only those selected for an interview will be contacted.