Occupation Types: Member/Customer Services

Internal Solutions Specialist

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 and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, curious, courageous and committed. 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 an agile team player who thrives in a fast-paced environment to come on board as our temporary Internal Solutions Specialist for up to an 18 month term. You will provide exceptional customer service ensuring policies and procedures are within the guidelines set by our service providers while actively responding to questions as they relate to Registered Products and functions completed in our Internal Solutions Center (ISC).

How you’ll be spending your time

  • Supporting our ISC team with understanding, troubleshooting and research assistance of member transactions
  • Playing a key role in proactively identifying and handling risks
  • Administering GL reconciliations, remittances report views and balancing
  • Interacting with team members, retail branches, and other corporate services departments to provide support, input , knowledge and feedback
  • Proactively identifying and researching the best solutions that meet our members’ needs and improve their financial well-being
  • Yearend submissions for CRA
  • Assist with special projects as assigned

The way people describe you

You are passionate about financial wellness and providing an exceptional customer experience every time. You are curious and take initiative to seek and identify opportunities for improvements. You are a talented multitasker that can prioritize and manage your time effectively. You take pride in your attention to even the smallest details and display a strong personal commitment to successfully get the job done. You are dedicated to personal improvement and are eager to learn and develop your skills.

The experience you bring

  • In depth understanding of Registered Products. Applicants currently obtaining this knowledge will be considered.
  • Proficient with Microsoft Office applications
  • Experience working in a fast-paced environment
  • Customer service orientation communication and organizational skills

Salary Range

$51,710 – $64,640 with 7% Short Term Incentive

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

  • Preferred rates for all your banking needs helping to make life more affordable.
  • Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
  • Competitive benefit package options covering off all aspects of personal wellness.
  • 7% pension matching after one year of employment to support you towards retirement.

This position is ineligible for support under the Saskatchewan Immigrant Nominee Program.

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 27th, 2024 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

The Deposit Services Supervisor supports the credit union’s business strategy by supervising and directing the day-to-day activities of the Member Service Representatives to ensure efficient operations and quality member service.

This position will identify training and development needs for all Member Service Representatives.  They are responsible for ensuring that deposit staff are supported and engaged and have access to training and development opportunities.  This position will be responsible for the performance management of Member Services Representatives and collaborate closely with the Office Manager to communicate organizational goals.

The position maintains deposit processes and procedures, so they are compliant with regulation, legislative requirements and consistently applied across the Deposit Services area.  The Deposit Supervisor also provides deposit services to members as required.

KEY RESPONSIBILITY AREAS

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

 Member Service

  • Serve as a role model to the team, by providing and exemplifying superior member service.
  • Responsible to ensure the highest quality of member experience is produced by the frontline team provided through training, coaching and accountability.
  • Resolving more complex problems and member complaints referred by member service staff to ensure the needs of members and the credit union are met; escalate to management as required.
  • Knowledgeable in all areas related to personal banking services and products.
  • Monitor cash flow and maintain adequate levels of cash to meet requirements; shares joint custody of combinations, treasury cash, securities and other negotiable items.
  • Ensure that General Ledger treasury accounts and cash for the department are balanced daily; provide assistance in reconciling variances and initiate corrective action where required to resolve balancing problems.
  • Introduce new or revised procedures relevant to Member Service. Ensure activities conform to policies, procedures, legislation and regulations.
  • Within established limits, provide overrides and maintain department signing authority.
  • Introduces new and revised procedures, policies and regulations; conducts a variety of audit activities to ensure compliance with procedures, policies, and regulations. Identifies potential problems including suspicious transactions and initiates action to rectify the situation and refers more serious concerns to Office Manager.
  • Adhere to security procedures as the relate to the position.

Human Resources and Leadership

  • Professionally train, coach and support team members to ensure maximum quality of service is maintained and staff growth is promoted.
  • Establishes performance standards; evaluates performance of direct reports; identifies training and development needs; recommends to senior staff appropriate action to take regarding staff performance issues; initiates disciplinary procedures as directed; participates in the selection of new member services staff.
  • Organizes, schedules, and monitors deposit service activities to ensure for the provision of maximum service levels and the smooth flow of work
  • Provides input into deposit services goals and plans, aligned to credit union business plans and strategic goals.
  • Ensures effective communication with staff. Works closes with Office Manager to lead and organize regular and ongoing team meetings.
  • Demonstrated leadership throughout the organization, role modeling TCU values.

Maintains Deposit Processes and Procedures

 Provides input into deposit services processes and procedures, making recommendations to improve efficiency and effectiveness. Monitors internal effectiveness and external market and regulations to identify requirements for updates and changes.

  • Maintains deposit procedure and process documentation, and ensures changes are communicated to all staff.
  • Monitors the processing of member transactions and provides overrides, authorizations for cashing cheques over MSR limits; maintains signing authorities.
  • Prepares deposit department reporting for the GM and board, as additional reports assigned by the GM.
  • Works closely with the Office Manager to ensure compliance with all areas of Anti-Money Laundering (AML) and Compliance Legislation is adhered to.

 Sales, Marketing and Promotion

  • Differentiate between credit union and competitor products and services.
  • Foster business development through service excellence, recognizing member needs, product/service knowledge and cross-sell products and services to members.
  • Develop new business opportunities by utilizing the sales and service process.
  • Support promotion of marketing campaigns/plans and provide input into the development and support of the achievement of sales targets; encourage Member Service Representatives to do likewise.
  • Ensure the creation of a warm, safe and receptive atmosphere for members and team members. Maintain an orderly, effective and efficient office and workspace.
  • Provide banking system support to staff in the delivery of products and services to members and potential members.

DECISION MAKING AND FREEDOM TO ACT:

Under general supervision; guided by established standards and procedures.  Work is varied and occasional complex; judgement is required in choosing among a variety of guidelines.

CONTACTS:

  • Members/clients/potential members
  • General Manager & Department Managers
  • other staff
  • Community Groups
  • Audits and Regulatory bodies
  • Consultants, Business Advisors, Suppliers and Vendors

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

Grade 12 diploma plus three – five years of job-related experience, or an equivalent combination of education and experience.

  • Knowledge of credit union products and services.
  • Proven ability to plan, schedule, organize, prioritize and assign workload.
  • Demonstrated ability to lead, coach, and motivate staff.
  • Strong interpersonal skills with an aptitude for teamwork and building relationships.
  • Self-starter with the ability to encourage and motivate others and sound judgment in solving problems.
  • Strong computer skills including office applications, banking and product applications.

 

 Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

 

Manager, Advisory Services

af·fin·i·ty (noun):

  1. a natural compatibility
  2. the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary member experiences.  If you have an affinity for working where your achievements are celebrated, then a career with us might be the perfect fit.

Lead a team of advisors as a Manager of Advisory Services (Branch Manager) at one or more of our Saskatoon locations. You’ll coach talent that delivers exceptional service & professional advice to our personal, commercial & agricultural members. Fuel your passion for growing relationships at Affinity, where our hearts, business and profits live in Saskatchewan.

What you’ll do:

  • Manage all aspects of the advice centre(s) under a regional staffing model
  • Use metrics, performance indicators and CRM tools to deliver a seamless member experience
  • Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving & operational excellence
  • Fulfill reporting requirements and recommend improvements relating to performance, capacity, and risk management

What you’ll get:

  • The support to grow in your career with opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package with health & dental benefits, pension & health spending account
  • Vacation time, personal days off & a paid volunteer day to maintain a healthy life/work balance
  • A referral bonus when you scout great talent & they join our team

What you’ve got:

  • A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
  • Advanced knowledge of advice centre operations and financial products and services
  • Ability to successfully build, empower & focus a team to achieve results
  • Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

Member Services Representative

Luseland Credit Union is looking for a full-time individual who is able to recognize member needs, promote and cross sell credit union products and services, and has the ability to process a variety of financial transactions.

Luseland Credit Union Limited is committed to providing friendly, quality and professional financial services.
Salary will be commensurate with experience, qualifications and competency. LCU has a competitive salary and benefits package including a variable pay and employee loan program.

We appreciate the interest of all applicants; however only those under consideration will be contacted.
Applications close Friday, August 23, 2024.

Submit your resume to:
Alyssa Underdahl, Office Manager
Email: alyssa.underdahl@luselandcu.com

Business Member Relationship Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operations Officer and as a trusted advisor, you play an essential role and are dedicated to assisting and advising business members with their financial needs. You understand the importance of placing the right products and services in the hands of our business members or referring them to fellow experts. You build trust and loyalty with each member interaction, you utilize your expertise knowledge in the delivery of a full suite of business financial solutions, including commercial lending and investments, to enhance the members overall financial well-being. You provide service to members where the member want to meet; network extensively within BVCU’s communities; and establish and maintain lasting business relationships with brokers, realtors, developers, builders and members. You strive for excellence and play a vital role in growing and deepening business member relationships, and making sound decisions and recommendations to support the growth, impact and profitability of our credit union.

The successful candidate will have a minimum of one years’ post-secondary education plus 6-9 years’ experience in investment and lending, including small business lending in the financial services industry, preferably with a credit union is desired. An individual with advanced investment and lending experience plus education and/or training equivalent to 6-9 years will also be considered.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can63.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Mohamed Ladak, Chief Operations Officer

mladak@bvcu.com.

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

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