Occupation Types: Member/Customer Services

Member Service Associate

An exciting opportunity exists, for a Member Service Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (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 Member Service Associate is the primary Brand Ambassador for ABCU. This role provides enthusiastic and responsive member service on all transactional deposit and account services including being digital experts in electronic banking products, online banking enrollment, online bill paying services and mobile banking services. This role works with the Supervisor, Branch Experience to create the in-branch member experience through campaigns, and by ensuring the branch is representative of the credit union vision and strategy.

Ownership & Accountability:
Use your strong technical and interpersonal skills to support the member experience by:
• Representing ABCU in a courteous and professional manner.
• Complete and process member requests for transactional services, such as deposits, withdrawals, payments and resolving discrepancies, and answering questions.
• Educate and set up members on online banking, mobile banking, and bill payments.
• Verbally navigate and educate members through the internet banking site.
• Analyze and resolve problems quickly while communicating effectively and documenting responses.
• Troubleshoot and resolve banking issues with emphasis on member service and problem resolution.
• Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records. Second-day review of banking reports.
• Develop and maintain an in-depth knowledge of products, services, department procedures and policies, and regulations to ensure accurate handling of member inquiries.
• Strengthen relationships through education of ABCU products and services to maximize retention and income generation.
• Control losses by following policies and procedures.
• Comply with all regulatory rules and regulations, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Maintain and balance cash drawer and reconcile discrepancies.
• Keep a clean, organized work area and professional appearance.
• Perform any additional duties and tasks assigned by management.

Experience Required
• High School diploma or equivalent.
• Minimum 6 months customer service & banking experience.
• Good written and oral communication skills.
• Strong knowledge of technical functions of self-service banking, mobile banking and internet banking.
• Comfort and ability to work with a high level of detail/accuracy.
• Must be comfortable in a changing environment and master new products and services quickly.
• Decision making skills to support the member experience.
• Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
• Excellent service, interpersonal, organizational and team work skills.

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

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Elbow, Loreburn, and Outlook branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

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.

Mobile Mortgage Specialist

MOBILE MORTGAGE SPECIALIST

Permanent Full-Time

Open Until Filled

Regina and Area

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

 

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’s 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: 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 Mobile Mortgage Specialist does the following:

  • Promote and maximize the development and growth of residential mortgage portfolio for the Credit Union
  • Provide residential mortgage products and services to current members and potential members
  • Partners with the retail team to ensure an exceptional member experience
  • Initiate initial meeting and introduction with advice centre relationship managers to finalize mortgage documentation and anchor the member relationship
  • Build and foster relationships with the real estate community
  • Maintain a professional image within the community

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 have an already proven track record in mortgage lending and are known within the community of Regina
  • You are outgoing, comfortable with approaching people and/or presenting in front of groups
  • You are comfortable using and demonstrating technology (online and mobile banking), technology troubleshooting and a proficiency in Microsoft Office Products
  • You have excellent time management skills

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.

Advisor

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.

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:

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.

Branch Manager, Insurance

This is a great opportunity to lead a growing and enthusiastic team!

Create your 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 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 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.

As a Branch Manager, Insurance you will provide leadership to the Insurance team, including Autoplan, Personal Lines, and Commercial Lines employees, leading them to achieve objectives, ensure operational efficiency, and deliver excellent service to customers. The Branch Manager, Insurance achieves customer and employee engagement targets. This position also provides service to customers to fulfill their insurance needs as required and manages a small book of customers, with particular focus on personal accounts.

 

The successful candidate will be accountable to:

  • Manage the overall operation of the insurance branch. and supervise the day-to-day activities of Insurance team, including ICBC, Personal Lines and Commercial Lines employees.
  • Schedule staff and assignment of work, maintains accurate records for time and attendance, and manage time off requests and scheduling conflicts.
  • Take ownership of customer concerns and resolve or support staff in correcting complex and/or difficult service situations.
  • Obtain new business through acquisition of new customers or selling enhancements to existing customer coverages; ensure existing business is maintained.
  • In conjunction with the Director, Wealth and Insurance, initiate and execute marketing activities to build the insurance subsidiary portfolio and achieve growth targets.
  • Coach direct reports on branch objectives/ goals and ensure teamwork to achieve the desired results.
  • Build and support relationships with internal partners (such as Wealth, Commercial, Retail) to achieve business goals and support the growth strategy.
  • In conjunction with the Director, Wealth and Insurance, establish positive and productive relationships with external stakeholders in the insurance industry, across trade associations, in government and regulatory bodies and within the broader community to ensure successful operations of agency.
  • Ensure strong and open channels of communication and collaboration within the subsidiary and across SASCU departments.
  • Is responsible for staffing (hiring and promotions) for the insurance branch and makes recommendations to the Director, Wealth and Insurance on performance improvement actions.

The ideal candidate will possess the following skills and experience:

  • Two years post-secondary education, plus 5 years’ insurance experience, including 2 years at a management level (providing staff supervision and overseeing the operations of an insurance branch). An equivalent combination of education and experience will also be considered.
  • Level 3 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation.
  • Eligibility to act as Nominee.
  • Must have a comprehensive understanding of all lines of insurance products, wordings, exclusions, errors & omissions, and be familiar with risk management techniques.
  • Manages complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Acts decisively and displays confidence in decision making, suggesting solutions consistent with credit union values, goals, and strategic direction.
  • Excellent verbal and written communication skills.
  • Leadership ability, including the ability to coach and develop others.
  • The ability to foster an atmosphere of trust and camaraderie.
  • Time management skills, including ability to effectively prioritize and delegate.
  • Commitment to continuous learning and self-development.

 

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturday’s as needed for the division. It 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 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.

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

 

MEMBER SERVICE REPRESENTATIVE

 

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts).  As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

 

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

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

 

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK      S0M 2Y0

Fax: (306) 845 3035

 

Email: holly.matias@turtleford.cu.sk.ca

 

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

 

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

 

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