Occupation Types: Lending – Retail

Financial Advisor

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a reliable and trustworthy person with a strategic mindset to come on board as our full-time Financial Advisor at our branch in La Ronge, Saskatchewan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
  • Building solid relationships and becoming a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

The way people describe you

You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.   

The experience you bring

  • Experience working in the financial industry would be an asset
  • Experience working in a customer care/customer service role
  • Experience in portfolio management would be an asset
  • Licensed to sell Mutual Funds; or working towards that designation
  • Genworth/CMHC online training; or willingness to complete within required timeline
  • First Canadian Title Training; or willingness to complete within required timeline
  •  Registered Retirement Consultant designation or willing to complete within required timeframe

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
  • Being part of the vibrant community of La Ronge! To learn more about this history-rich, close-knit community, visit the links below:

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 25, 2023 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

 

Senior Loans Officer

Senior Loans Officer
Full Time
Accent Credit Union

 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 member’s needs.  We know our members, and to see their successes is extremely rewarding.  The Senior Loans Officer is responsible for oversight of their own lending portfolio, which will include 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, and the reward far outweighs the challenge!

You have a desire to learn and bring with you, an in-depth understanding of lending practices and procedures.  The ideal candidate will have many years of service in the credit union system, and a minimum of six to ten years 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.

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 will regularly visit and maintain contact with your current and potential members.  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 any of our branches.  You will be required to travel within and outside of our trading area and to other branches.  You will be part of an amazing team, working together to meet the member’s and organization’s goals!

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.

Qualified applicants are invited to submit their resume and cover letter in confidence by October 20, 2023, 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

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

We are seeking two (2) experienced, full-time Lending Service Representative to be based out of our Radville and Avonlea Branches.  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 cross-selling the full range of Credit Union products.

Preferred/Ideal Qualifications:

  • 2-4+ years of experience in 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 client (member) 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 eight (8) branches, assets over $600 million and nearly 60 employees serving 5700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

The Communities:

Radville: Radville is a small valley town in southern Saskatchewan with a small river, Long Creek running through the north end of the town providing fishing and recreation to the local families. Located only 35 minutes from the city of Weyburn, Radville is a community of close to 1000 and has both an elementary and high school in the community. A Regional Park, a 9-hole sand green golf course just west of town and great recreation facilities allow for local swimming and skating lessons, curling leagues and many hockey and baseball teams. The community also boasts a modern healthcare clinic, hospital, and long-term care facility.

Avonlea: Located in southern Saskatchewan, the charming community of Avonlea is a quick 45-minute drive from Regina or Moose Jaw. A thriving village, Avonlea has a strong local business core, a variety of indoor and outdoor recreational facilities, a K-12 School, grocery store and more. Avonlea features many easy to access local and nearby attractions including the Long Creek Golf & Country Club, Dunnet Regional Park, Claybank Brick Plant National Historic Site, the dirt hills, badlands and much more.

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, on or before October 11, via email or mail to:


Radius Credit Union
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.

Loans Officer

Bruno Savings and Credit Union Limited is seeking a lender to work out of our Bruno location. We are a $130M credit union servicing two locations and surrounding areas.
Our credit union credit portfolio is growing and this is a great opportunity for somebody that has 2-3 years of lending experience to become part of our growth story. The position will report directly to the General Manager.

The ideal candidate will be working directly with the lending team to service our existing membership base and to grow our lending portfolio.

At Bruno Credit Union; we pride ourselves on our dedication to meeting our member’s needs and our financial and volunteer support we provide in our communities.

The experience you bring:
– 2+ years of lending experience
– Understanding of financial statements and assessing risks
– Relationship Management skills
– Self-motivated individual that understands that the measurement of success is measured by the support we provide to our membership.

We offer a competitive compensation and benefits package. Please visit brunocu.com to familiarize yourself with our Credit Union.

Please send resume to the attention of:
General Manager, Marcel Gauthier
Via email: marcel.gauthier@brunocu.com

Commercial Account Manager II – remote available

About Credit Union Central of Manitoba

Credit Union of Manitoba (CUCM) is the trade association and service provider for the province’s 17 autonomous credit unions. CUCM’s purpose is to provide strategic leadership for credit unions, and to deliver high-value solutions that help each credit union achieve its vision.

The role

As a subject matter expert, the incumbent plays a lead role in coaching, guiding, and training credit unions in all aspects of credit adjudication.  You will demonstrate loan portfolio management and risk mitigation for complex credit clients through the review of financial statements, cash flow mechanics, business plans, identifying trends, monitoring risk, and assessing for credit restructuring.

This position will provide consulting services to credit unions lending personnel and, where necessary, meet with Central’s legal counsel to discuss legal options.   Plays a central role in maintaining the operations manual, ensuring content is accurate and consistent with industry practices and Manitoba law.  You will structure, negotiate, and document complex credit submissions and negotiate all terms of credit with credit unions in a fair and respectful manner.

The person

You bring strong relationship building skills, sound analysis and decision-making competencies and have a thorough knowledge of legislation pertaining to lending and of the commercial marketplace.  You are an expert negotiator with strong interpersonal skills with ability to diplomatically manage and attempt to reconcile conflicting demands and viewpoints, combined with personable and effective client management skills.

You a natural collaborator; driven by the challenge of change, with the ability to adapt your focus or approach based on what the situation requires.

Education & Experience

Your background includes a minimum of 5 years’ experience working in a similar capacity with a focus on Commercial Lending and Credit Adjudication. Knowledge of Agricultural Lending would be of benefit. Education equivalent to completion of three- or four-year bachelor’s degree, ideally in commerce or business administration or related experience is required.

The Company

We offer an excellent total compensation and benefits package including an incentive pay program, an extensive community service program, training and development opportunities, and a work environment that engages and enables our employees to serve our members.

We are committed to providing a safe, respectful, and inclusive environment where your unique background, perspectives and talent are valued.

Our office is located in downtown Winnipeg close to the Canada Life Centre.  In the current environment, employees have the ability to work from home.

Credit Unions in Manitoba are governed by Manitoba’s Credit Unions and Caisses Populaires Act. CUCM manages their liquidity reserves, monitors credit granting procedures and provides trade services in areas such as corporate governance, government relations, representation, and advocacy. CUCM also provides human resources services, research, communications, planning, lending, compliance, and risk management services to credit unions. Manitoba credit unions jointly own CUCM and it is financed through assessments and fee income derived through its operations.

The Company

Interested candidates are asked to submit a resume and cover letter to hrcucm@cucm.org (Please note NCL has indicated the apply now functionality of this website has been turned off due to errors so please do not apply this way).

Mobile Mortgage Specialist

af·fin·i·ty (noun):

  1. A Sask-born co-operative financial institution
  2. a natural compatibility

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

As a Mobile Mortgage Specialist, you’ll grow Affinity’s residential mortgage business by focusing on origination outside of the advice centre network.

 What you’ll do:

  • Provide appropriate mortgage solutions designed to satisfy members’ long-term goals
  • Coordinate end-to-end mortgage fulfillment (often, remotely)
  • Accountable for increasing Affinity’s share of wallet by effectively promoting larger suite of consumer banking (including Wealth) capabilities and solutions and referring cross-sell opportunities to appropriate channel or specialists
  • Meet with members outside of the advice centre network, at the member’s convenience

What you’ll get:

  • On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve.
  • Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work.
  • A total rewards package with health & dental benefits, a pension plan and health spending account
  • Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance

What you’ve got:

  • Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
  • Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
  • Experience in making expert lending product and service recommendations, as well as providing quality member centric referrals to other financial solutions experts
  • Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)

How to throw your hat in the ring: Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Manager Credit Risk

Manager, Credit Risk

 Are you interested in a meaningful career where you can contribute to the financial well-being and economic growth of Indigenous people and communities in Canada? The Bank is at an exciting time in its’ history, we’re growing, and as a result, we’re increasing our workforce with bright, energetic, purposeful individuals of all walks of life.

As a Manager, Credit Risk, you will be overseeing the Bank’s credit granting process by primarily adjudicating, reporting and tracking procedures for commercial, personal and mortgage lending nationwide. This is a permanent full-time position. We are open to hybrid or in-office at one of our main office locations in Saskatoon or Vancouver. These locations are on First Nations land.

Here’s what you’ll be doing:

  • Support the commercial and personal lending process through adjudication of credit applications
  • Contribute to bank customer service standards through timely turnaround of deals
  • Work with the VP to develop solutions, such as new products to address business and personal banking needs
  • Enhance and maintain the Bank’s Credit Risk Management policies and procedures and lending platforms
  • Remain current with Credit Risk Management best practices and procedures
  • Assess commercial applications ensuring they provide a high quality of risk assessment, credit structure, due diligence, and credit presentation
  • Adjudicate personal and mortgage loan applications ensuring a high quality of risk assessment
  • Approve credits within delegated limits and make recommendations on others that require approval from the VP or CEO
  • Regulatory compliance management and testing of commercial and retail credit business functions
  • Comply with FNBC credit policies, procedures, guidelines, and best practices regarding all credit related matters
  • Liaise with Internal Audit to identify areas of concern with Credit and Monitoring and Control
  • Coordinate monthly, quarterly, and annual credit risk reporting
  • Coach and assist the Commercial Group and Retail Group in maintaining and implementing credit risk controls
  • Share expertise and knowledge with the Commercial and Retail Groups and other business units
  • Act as a reference and source of expertise to the Bank and management teams
  • Understand and implement the monitoring & control and delinquency process for commercial and retail departments

What we’re looking for:

  • Bachelor’s degree in Business Administration (Finance or Accounting), Commerce or related field
  • Five (5) years’ experience working in a credit-related role: Commercial lending experience is required; Retail lending experience considered an asset.
  • Experience with lending to First Nations
  • Three (3) years’ experience in a people management role
  • Understanding of commercial/small business/personal loans and lending procedures
  • Demonstrated sound judgement to make decisions
  • Attention to detail
  • Exceptional organizational and interpersonal skills
  • Ability to manage a high volume of work with tight deadlines
  • Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will close on August 29, 2023.

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

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