Occupation Types: Member/Customer Services

Consumer Advisor – Filipino Community Focus

Consumer Advisor

Job Description: We’re looking for a Consumer Advisor – Filipino Community to join our team! This position is integral to the function of our organization, playing a critical role in our consumer lending team. The key responsibilities for this role include:

  • Respond to member and non-member inquiries by providing advice and guidance on the full range of financial products and services.
    • Preference will be given to those who speak Tagalog.
  • Provide an avenue of opportunity for Filipino newcomers to Canada and help our members establish and set roots in our beautiful communities.
  • Develop and maintain a deposit and loan portfolio and develop long-term relationships with members.
  • Provide individualized financial consulting services that help simplify the member’s life (including insurance services) and information to members on services and investment products offered through IFCU.
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members.
  • Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
  • Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies and procedures.
  • Must have the ability to travel and provide coverage within the region 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 CUIC courses would be considered as asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending.
  • Proven business development, sales, communication and services skills.
  • Commitment to grow IFCU business attained through demonstrated use of sales and service principles.
  • Demonstrated commitment to continuous education and personal development.
  • 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!).

 

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

Community Branch 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 as can be seen at http://www.houston.ca.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operating Officer and under executive direction, you will manage the overall operation of a single branch and direct the utilization of staff, equipment and facilities. Using highly developed leadership skills and behaviours, plus a sound understanding of the financial services business, you will initiate action to improve growth/development of the branch loan and deposit portfolios; increase usage of other credit union services and service channels; pursue new businesses; set short/long term branch goals /objectives and manage all branch staff directly or through subordinate supervisor(s). Through effective deployment and development of staffing resources you will foster an environment that encourages staff engagement and delivery upon an Enhanced Service Commitment to our members. You will perform the duties and requirements of Branch Compliance Officer for Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection. You will be a results-oriented professional with a commitment to furthering the reputation of the credit union within the community. Through active participation in select community events, projects and initiatives, you will become established as a leader within the local community. 

The successful candidate will have a business degree or diploma and a minimum of five years of management experience in the financial industry or an equivalent combination of education and experience. This is an ideal opportunity for someone currently holding a supervisory or lending/account management position interested in gaining branch management experience.

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.

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

Lending Services Supervisor

Reporting to the Manager of Lending Services, the Lending Services Supervisor is a member of the management team.  They will ensure department needs are met through leadership, supervision and auditing, while maintaining a complex lending portfolio, including agriculture and commercial files.  The incumbent has direct oversight of the Lending Administration team.  The incumbent will ensure all activities are in compliance with sound business practices, legislation, regulations, policies and procedures.

The incumbent will primarily work out of the Quill Lake Branch and will be required to travel to our Kelvington and Jansen branches.  They will also travel within and outside of our geographic trading area to meet our current and future members’ financial needs.  At Accent Credit Union, we value our members, and take pride in building strong, lasting relationships.  We love to see our members succeed both personally and professionally.  Your expertise in this area will be considered an asset.

At Accent Credit Union, we take care of our employees.  We offer a competitive compensation structure including; a generously matched Pension Contribution policy of 7-9%, paid vacation where the accrual calculation is tiered based on your years of service and paid sick leave, a variable compensation program, in addition to our company group benefit program.  In addition, our employees are entitled to participate in our Wellness Program, Volunteer Program, and to have their birthday off work, each year!

Additional perks as an employee of Accent Credit Union include, staff account benefits including preferred lending and deposit rates.  We observe Easter Monday and the National Day of Truth and Reconciliation as statutory holidays.

We would love to discuss this employment opportunity with you and invite your inquiries by phone or in person to learn more about this chance to join our Accent family!

Qualified applicants are invited to send their Cover Letter and Resume in confidence to hr@accentcu.ca by June 4, 2025 to:

Attn: Lacey Nicholls, Human Resources Administrator
Accent Credit Union
Box 520
Quill Lake, SK
S0A 3E0
306.383.1139

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

Small Business Advisor

Small Business Advisor – Permanent Full-Time

 

The Small Business Advisor has expertise in credit analysis, financial advice, portfolio management and relationship management to contribute to the success of our members and the growth of our credit union.

We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include:

  • Foster strong relationships with small and medium size business and agriculture members, providing ongoing financial guidance and support
  • Work closely in a collaborative team environment with all staff to meet members’ financial needs (known and unknown)
  • Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share
  • Analyze loan applications for data integrity, potential fraud, and creditworthiness
  • Maintain up-to-date knowledge of all credit union products and services as well as relevant policies and legislation, regularly reviewing literature and attend product update meetings and seminars/webinars
  • Utilize digital solutions to create efficiencies, simplify member’s banking needs, and enhance the member experience.
  • Must have the ability to travel to and cover regionally as required.
    • Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

  • Completion of some post-secondary education (such as finance, business management, agribusiness, or a related field) and/or completion of related specialized lending courses.
  • 4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting
  • Proven business development, attention to detail, sales, and service skills
  • Demonstrated commitment to continuous learning and development
  • Are a person that values Accountability, Integrity, and Respect.
  • 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!).

 

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

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

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