Member/Customer Services – Credit Union Careers

Consumer Advisor – Indigenous Connections

We’re looking for a Consumer Advisor – Indigenous Connections to join our team! This position is integral to the function of our organization, playing a critical role in our retail and Indigenous Connections teams. This role will contribute to the success of our Indigenous Connection Strategy by engaging with First Nations through banking days, business opportunities, and new products. Success in this role requires a deep understanding of the market and the communities that we aim to support. The key responsibilities for this role include:

Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented.
- Preference will be given to those who speak Cree, Saulteaux, Ojibwe, Dene, or another Indigenous language.
Participate in Door-Step Banking Days in remote or underserved communities, making banking more approachable and convenient.
Develop and maintain a deposit and loan portfolio and develop long term relationships with First Nation members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union.
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
Completion of the following courses would be considered an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course.
Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

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, February 28, 2025.

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

VP of Member Experience

Are you a visionary leader with a passion for delivering exceptional member experiences? Radius Credit Union is seeking a dynamic Vice President (VP) of Member Experience to drive innovation, enhance member satisfaction, and lead a high-performing team. If you’re ready to make a lasting impact in a forward-thinking and community-focused organization, we want to hear from you!

Job Profile:

Radius Credit Union is seeking a full-time VP of Member Experience to join our team, effective immediately. This position can be based out of any of our eight branch locations and will involve periodic travel to all branch locations.

Key Responsibilities:

Reporting directly to the Chief Operating Officer, the VP of Member Experience will:

Build and lead the member service and investment team to deliver quality member service while achieving organizational goals.
Oversee and direct the wealth management functions, strategies and operational plans for Radius.
Develop and oversee adherence to organizational policies and standards as they relate to member service, wealth management and fraud.
Foster a collaborative environment among member service staff, working closely with supervisors, management and executive leadership to strengthen teamwork and enhance organizational collaboration.
Support the achievement of the organization’s goals and strategic initiatives through effective leadership and management.
Lead the organization’s Fraud Management team to mitigate risk, develop fraud prevention strategies, and oversee fraud investigations.

The VP of Member Experience will also oversee a full range of performance management responsibilities, including:

Setting goals and providing coaching, development, and performance evaluations.
Motivating and recognizing staff contributions.
Assessing staffing, scheduling, and training needs to support team success.

Qualifications

Our successful candidate will have seven plus years of related experience and/or education in the financial industry. Ideal qualities include:

High-level knowledge of financial industry, trends and credit union advantages.
Proficient in business development and leadership.
Wealth Management & Investment experience is required, including working knowledge and understanding of investment services and registered products.
A commitment to self-development, self-motivated and able to work independently to guide a team of individuals to ensure branch activities align with the strategic corporate objectives.
A collaborative work style and excellent communication and interpersonal skills with a desire to share time, expertise and success with others.

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 5900 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.

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.

Join a dynamic team committed to member success and community growth! To become a part of the Radius team please submit your resume, in confidence, by February 26, 2025, via email or mail to:

Radius Credit Union

PO Box 339

Ogema, SK S0C1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator

michelle.leonard@radiuscu.com

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Branch Manager

Synergy Credit Union is dedicated to providing outstanding service and value to our members, with a focus on fostering financial wellness and community well-being. As a trusted financial institution, we’re proud to support our members with a wide range of financial products and services. We’re seeking an inspiring Branch Manager to lead our Neilburg and Marsden locations to success.

Reporting to the Regional Manager, Business Development, the Branch Manager will be responsible for overseeing the daily operations and ensuring the delivery of exceptional member service. You will lead a team of dedicated professionals, guiding them to achieve individual and collective performance goals while fostering a culture of service excellence. In this role, you will also be responsible for contributing to the growth and success of Synergy Credit Union through business development, relationship management, and operational leadership.

As we grow and continue to meet the evolving needs of our members, we’re looking for someone who is passionate about delivering exceptional service, fostering a collaborative environment, and driving operational excellence. Join Synergy Credit Union and help us make a positive impact on the lives of our members!

Key Responsibilities

Leadership and Team Development:

Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
Oversee performance management, development opportunities, and coaching to help team members succeed.
Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

Drive business growth through effective sales and service strategies.
Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

4 – 6 years of related leadership experience in retail banking or financial services.
Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
Prior leadership or supervisory experience is preferred.
Strong understanding of financial products, services, and risk management processes.
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

A rewarding leadership position with opportunities for professional growth and development.
Competitive compensation package, benefits and pension.
Preferred rates on our products and services.
A supportive and dynamic team environment.
The chance to make a meaningful impact in your community.

If you don’t identify perfectly with the list above but are interested, we encourage you to apply. Submit your cover letter and resume to careers@synergycu.ca, by end of day on February 9, 2025, referencing competition #251602 in the subject line.

More details

Status: Permanent, Full-time
Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
Location: This position is responsible for two rural branches. Regular travel to Marsden Branch is required to ensure key responsibilities are met for both.
Salary: $89,000 – 111,300 per annum

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Branch Manager

Key Responsibilities

Leadership and Team Development:

Lead, mentor, and motivate branch staff to achieve performance goals and maintain high employee engagement.
Oversee performance management, development opportunities, and coaching to help team members succeed.
Build and maintain a positive and collaborative branch culture.

Business Development and Relationship Management:

Drive business growth through effective sales and service strategies.
Promote products and services to members, identifying opportunities to meet their financial needs and enhance the member experience.
Build relationships within the community and with referral sources to strengthen Synergy’s presence and grow the business.

Community Engagement:

Represent Synergy Credit Union in the community by fostering relationships with local organizations and groups.
Lead or participate in community events and initiatives that align with Synergy’s corporate social responsibility goals.

Operational and Risk Management:

Manage day-to-day branch operations with a focus on efficiency, service quality, and risk management.
Ensure adherence to credit policies and procedures, including loan evaluations, collections, and audits.
Monitor branch operations regularly to identify areas for improvement and implement corrective actions when necessary.

Qualifications

4 – 6 years of related leadership experience in retail banking or financial services.
Post-secondary degree or diploma in business or a related field, or an equivalent combination of education and experience.
Prior leadership or supervisory experience is preferred.
Strong understanding of financial products, services, and risk management processes.
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire is required.
Branch Compliance designation, CFP or PFP designation, and credit union-specific courses (such as CUIC 210) is an asset.

What do we offer?

A rewarding leadership position with opportunities for professional growth and development.
Competitive compensation package, benefits and pension.
Preferred rates on our products and services.
A supportive and dynamic team environment.
The chance to make a meaningful impact in your community.

More details

Status: Permanent, Full-time
Hours of Work:5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
Salary: $89,000 – 111,300 per annum

A little more about us

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Member Experience Specialist

Member Experience Specialist (with a focus on lifetime pensions)

About us

Here’s your chance to build your career and let your expertise shine with the CSS Pension Plan, one of the oldest and largest multi-employer, multi-jurisdictional defined contribution pension plans in Canada. Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides its membership with pension, investment and retirement services. With $5 billion in assets, CSS Pension Plan serves 300 employers and 57,000 current and past co-operative and credit union employees across Canada, including over 9,000 retirees. In addition to administering the CSS Pension Plan, CSS supports and serves our co-operative industry by providing defined benefit pension plan investment and administrative services, pension and retirement income planning services, and expertise in these areas.

About the role

We are in search of a technically inclined, motivated, and conscientious individual to join our team as a Member Experience Specialist. The successful candidate will primarily focus on the senior administration of defined benefit and defined contribution pension plans. This role will involve supporting the full lifecycle of a pension plan member, particularly those who are or will soon be receiving retirement income pension and benefits from our programs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside the box, and can pivot between competing priorities and complex matters. You will bring to the team a strong sense of quality member service, a belief in empowering others, and an understanding of the value of the co-operative system. The successful candidate will develop a strong understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration,” which represent the values of “Respect, Commitment, and Communication.” This supportive environment ensures that every team member feels valued and part of a community.

Key Responsibilities

You will care for our members’ journeys by:

Supporting retiring members by onboarding them into retirement income products (e.g., lifetime monthly pensions, variable benefit pensions, and defined benefit pensions) and supporting the membership through their retirement years in understanding their pension income.
Supporting the overall membership in the administration of their pension and retirement inquiries and submissions.
As the dedicated liaison between our defined benefit stakeholders, CSS and the membership, your role is crucial in ensuring that our members’ needs are met and their concerns are addressed, making you an integral part of our organization.
Showing responsibility for the team and culture.

Skills and Abilities

You will bring your best you to the office, supported by:

Excellent pension administration skills, with knowledge and experience in lifetime, variable, and defined benefit pensions.
Excellent customer service and communication skills, including communicating complex information in a straightforward manner.
Superior organization, administrative, and problem-solving skills.
Advanced computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, and the ability to generate and analyze reports and information.
Must be flexible and manage high work volumes and conflicting priorities to meet deadlines.
Self-directed but recognizes the importance of relationship-building within the team and across the organization.

Qualifications

You will have education and experience to back you up:

A post-secondary degree in business administration, commerce, or finance, and
Five years or more experience with financial transactions or pension or benefits administration, focusing on customer service and financial analysis.

If not already completed, the completion of the Pension Plan Administration Certificate (PPAC) program will be required within 18 months from the hire date.

A combination of equivalent education, training, and experience may be considered. Possession of a Pension Plan Administration Certificate is considered an asset.

To Apply

Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan

Attn: Supervisor, Member Experience

Email: hr@csspension.com

Competition closes: January 31, 2025

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, flexible work arrangements, a competitive salary, a pension (CSS Pension Plan), and a benefits package. This position may qualify as an on-site, hybrid, or remote opportunity.

Applicant information is collected and maintained under CSS’ Privacy Policy (please see website for more details). Background checks will be completed on successful candidates.

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

Farm & Business Advisor – Emerald Park Branch

Are you a motivated and outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a proactive Farm & Business Advisor who thrives working in a fast-paced work environment and is intent on helping others reach their goals, to join our team at Emerald Park of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our farm and business members to achieve their financial goals by helping them build their business. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based farm and business financial products sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio.

Post-secondary education in Business, Agriculture or a related discipline with at least 2 years lending or progressive sales and service experience is the minimum requirement for this position. Experience with actual commercial or agricultural lending and having managed a diverse portfolio within a farm and business banking environment, specializing in agriculture will be a key to success in the position. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. These are in-scope positions and union membership is required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

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 25^th, 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 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

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/